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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2501
Monetary Management Group
Missouri
$172K – – –
WETS
2502
Wealth Enhancement Trust Services
South Dakota
$171K +$174K +6,886 New
TCM
2503
TD Capital Management
Tennessee
$171K +$1.24K +49 +0.7%
T
2504
TrustBank
Illinois
$169K +$172K +6,784 New
BC
2505
Bayforest Capital
United Kingdom
$168K +$137K +5,425 +402%
S
2506
Sachetta
Massachusetts
$165K -$24K -947 -12%
GSWM
2507
Golden State Wealth Management
California
$165K -$13.4K -529 -7%
TIAAOA
2508
Teachers Insurance & Annuity Association of America
New York
$163K – – –
API
2509
Asset Planning Inc
California
$162K -$96.9K -3,829 -37%
BCFD
2510
Boit C.F. David
$161K – – –
WA
2511
WPG Advisers
Maryland
$160K +$40.7K +1,607 +33%
SAM
2512
S.A. Mason
Michigan
$158K +$658 +26 +0.4%
CA
2513
Crewe Advisors
Utah
$157K +$3.65K +144 +2%
OCM
2514
Osterweis Capital Management
California
$155K – – –
PW
2515
Pandora Wealth
Illinois
$152K – – –
CCA
2516
Catalyst Capital Advisors
New York
$151K -$77.5K -3,061 -34%
CPBTD
2517
Central Pacific Bank - Trust Division
Hawaii
$150K -$320K -12,636 -68%
JFA
2518
JNBA Financial Advisors
Minnesota
$149K +$22.2K +875 +17%
PB
2519
Prosperity Bancshares
Texas
$148K +$151K +5,975 New
CTWM
2520
Cherry Tree Wealth Management
Minnesota
$147K – – –
APW
2521
Aventura Private Wealth
Florida
$146K -$2.08K -82 -1%
SC
2522
Swan Capital
Florida
$146K – – –
CA
2523
Centerpoint Advisors
Massachusetts
$145K -$1.01K -40 -0.7%
IWP
2524
IAG Wealth Partners
Wisconsin
$143K – – –
AIC
2525
Archer Investment Corporation
Indiana
$143K -$7.82K -309 -5%
99 100
101
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