We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CGF
2251
Constant Guidance Financial
Massachusetts
$296K +$273K +10,217 New
CCG
2252
Ceeto Capital Group
Florida
$296K – – –
SIS
2253
Strategic Investment Solutions
Illinois
$296K +$34.5K +1,290 +14%
EGA
2254
Eagle Global Advisors
Texas
$296K – – –
AT
2255
American Trust
Kentucky
$295K -$17.1K -639 -6%
LWM
2256
LeConte Wealth Management
Tennessee
$295K +$20.4K +762 +8%
CL
2257
CVFG LLC
Indiana
$295K +$272K +10,184 New
SIA
2258
Sage Investment Advisers
New York
$295K +$1.76K +66 +0.6%
IFA
2259
Independence Financial Advisors
New Hampshire
$294K +$24.4K +912 +10%
HPBT
2260
Hickory Point Bank & Trust
Illinois
$293K -$10.7K -400 -4%
BWM
2261
Bernicke Wealth Management
Wisconsin
$293K +$270K +10,111 New
KWMG
2262
King Wealth Management Group
Florida
$293K -$19.8K -743 -7%
PA
2263
Perennial Advisors
New York
$293K – – –
EWM
2264
Endowment Wealth Management
Wisconsin
$293K +$29K +1,087 +12%
HC
2265
Hamilton Capital
Ohio
$292K +$17.1K +641 +7%
LA
2266
Legacy Advisors
Pennsylvania
$292K +$561 +21 +0.2%
POIA
2267
Pin Oak Investment Advisors
Texas
$291K – – –
CM
2268
Cercano Management
Washington
$291K – – –
SIC
2269
SJS Investment Consulting
Ohio
$290K -$3.42K -128 -1%
CRI
2270
Commonwealth Retirement Investments
Virginia
$290K – – –
CCM
2271
Compass Capital Management
Minnesota
$290K +$267K +10,000 New
FGAM
2272
Financial Gravity Asset Management
Texas
$290K +$261K +9,762 +4,282%
TAM
2273
Tucker Asset Management
Colorado
$289K +$176K +6,587 +194%
SCM
2274
Schnieders Capital Management
California
$289K -$65.8K -2,462 -20%
VWA
2275
VERITY Wealth Advisors
United States
$289K – – –
89 90
91
92 93