T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2376
Whelan Financial
California
$244K +$246K +8,652 New
SFS
2377
Summit Financial Strategies
Ohio
$244K -$1.65K -58 -0.7%
CFS
2378
Cannon Financial Strategists
Georgia
$244K – – –
FBFS
2379
First Business Financial Services
Wisconsin
$244K +$6.62K +233 +3%
OPCM
2380
Osborne Partners Capital Management
California
$243K +$245K +8,616 New
ICM
2381
IMS Capital Management
Oregon
$243K -$9.94K -350 -4%
HWA
2382
HMV Wealth Advisors
Louisiana
$243K -$486K -17,127 -67%
SI
2383
Saxon Interests
Texas
$242K -$9.57K -337 -4%
FIC
2384
FCG Investment Company
Tennessee
$242K -$91.8K -3,232 -27%
WF
2385
Wayfinding Financial
Washington
$242K -$880 -31 -0.4%
RFG
2386
RFP Financial Group
Georgia
$242K +$1.02K +36 +0.4%
AWG
2387
Altus Wealth Group
Colorado
$242K -$15.7K -552 -6%
MWM
2388
Maridea Wealth Management
New York
$241K -$96.3K -3,392 -27%
GKIM
2389
GW&K Investment Management
Massachusetts
$241K +$426 +15 +0.2%
CF
2390
Claris Financial
Virginia
$241K +$242K +8,521 New
LIG
2391
Lokken Investment Group
Delaware
$240K +$13.7K +483 +6%
EWA
2392
Etesian Wealth Advisors
Oregon
$240K -$29.9K -1,053 -11%
GWMIA
2393
Global Wealth Management Investment Advisory
Florida
$240K +$33.6K +1,185 +16%
3IP
2394
3Chopt Investment Partners
Virginia
$240K +$26.6K +935 +12%
FGWP
2395
Founders Grove Wealth Partners
Virginia
$240K +$241K +8,483 New
AFA
2396
Allium Financial Advisors
Oregon
$239K +$653 +23 +0.3%
KHCM
2397
Kirtland Hills Capital Management
Ohio
$239K – – –
LWM
2398
Lionshead Wealth Management
New York
$238K +$239K +8,423 New
WB
2399
West Bancorporation
Iowa
$237K -$100K -3,521 -30%
I
2400
INVST
Indiana
$237K -$28.9K -1,018 -11%
94 95
96
97 98