T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2301
TFC Financial Management
Massachusetts
$168K +$174K +7,800 New
BAMG
2302
Brand Asset Management Group
Missouri
$163K +$35.6K +1,595 +27%
RWG
2303
Regal Wealth Group
California
$159K +$1.68K +75 +1%
TIM
2304
Tortoise Investment Management
New York
$157K +$268 +12 +0.2%
BBA
2305
Braun-Bostich & Associates
Pennsylvania
$155K -$181K -8,107 -53%
VCM
2306
Versant Capital Management
Arizona
$154K -$32.7K -1,465 -17%
EWM
2307
Elmwood Wealth Management
California
$154K – – –
SIAP
2308
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K – – –
NIC
2309
Northwest Investment Counselors
Oregon
$150K +$155K +6,952 New
PPW
2310
Pasadena Private Wealth
California
$149K -$299K -13,370 -66%
HIM
2311
Hillsdale Investment Management
Ontario, Canada
$145K +$2.97K +133 +2%
HWA
2312
Heritage Wealth Advisors
Virginia
$145K -$13.8K -617 -8%
BDWM
2313
Brewin Dolphin Wealth Management
Ireland
$137K +$55K +2,461 +63%
MCAI
2314
Members Capital Advisors Inc
Wisconsin
$136K +$141K +6,317 New
TCM
2315
TD Capital Management
Tennessee
$126K +$17.9K +801 +16%
HWM
2316
HighMark Wealth Management
Minnesota
$123K +$67 +3 +0.1%
WPA
2317
West Paces Advisors
Georgia
$122K -$2.97K -133 -2%
HFA
2318
HC Financial Advisors
California
$121K +$10.8K +482 +9%
IWP
2319
IAG Wealth Partners
Wisconsin
$120K -$1.76K -79 -1%
CA
2320
Centerpoint Advisors
Massachusetts
$119K +$1.61K +72 +1%
SSWG
2321
Seven Springs Wealth Group
Tennessee
$114K – – –
AS
2322
Altshuler Shaham
Israel
$113K -$1.92K -86 -2%
FPB
2323
First PREMIER Bank
South Dakota
$113K +$8.87K +397 +8%
LF
2324
Lee Financial
Texas
$110K +$69.2K +3,097 +152%
PH
2325
Pinnacle Holdings
Oklahoma
$109K -$20K -896 -15%
91 92
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