T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2326
Catalyst Capital Advisors
New York
$258K +$105K +3,684 +68%
IGGA
2327
Iron Gate Global Advisors
Utah
$258K +$259K +9,121 New
HCM
2328
Hollencrest Capital Management
California
$257K -$426 -15 -0.2%
ABWM
2329
Alpine Bank Wealth Management
Colorado
$257K -$26.5K -933 -9%
GP
2330
Guardian Partners
Canada
$257K – – –
HKAM
2331
Horizon Kinetics Asset Management
New York
$257K -$86K -3,030 -25%
CP
2332
Canopy Partners
Ohio
$256K +$53.7K +1,890 +26%
TCBWMS
2333
Texas Capital Bank Wealth Management Services
Texas
$256K -$7.53K -265 -3%
GD
2334
Grandfield & Dodd
New York
$256K – – –
HTIM
2335
Harbour Trust & Investment Management
Indiana
$256K – – –
CAGAS
2336
Capital Advisory Group Advisory Services
Minnesota
$256K – – –
MFP
2337
Meridian Financial Partners
Virginia
$256K +$5.2K +183 +2%
RMF
2338
Red Mountain Financial
Colorado
$255K -$2.47K -87 -1%
BWA
2339
BlueChip Wealth Advisors
Georgia
$254K +$256K +9,008 New
MWM
2340
Melfa Wealth Management
Massachusetts
$254K +$199 +7 +0.1%
NWM
2341
Northwest Wealth Management
Iowa
$254K -$85 -3 -0%
CWA
2342
Cura Wealth Advisors
Illinois
$254K +$255K +8,984 New
AT
2343
Arlington Trust
Alabama
$253K – – –
PCM
2344
Princeton Capital Management
New Jersey
$253K – – –
LSA
2345
Lansing Street Advisors
Pennsylvania
$253K +$18.1K +637 +8%
SWP
2346
ShoreHaven Wealth Partners
New Jersey
$252K +$199 +7 +0.1%
DIP
2347
Davis Investment Partners
North Carolina
$252K – – –
ALA
2348
Atlas Legacy Advisors
California
$252K +$253K +8,922 New
VI
2349
Versor Investments
New York
$252K -$1.25M -43,900 -83%
FWTB
2350
First Western Trust Bank
Colorado
$252K -$14.7K -519 -6%
92 93
94
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