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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
Curi Wealth Management
North Carolina
$25K +$25.1K +1,164 New
TFA
2552
Toth Financial Advisory
Virginia
$24K +$2.11K +98 +10%
IA
2553
IFS Advisors
Kansas
$24K +$24.2K +1,124 New
CCM
2554
Copeland Capital Management
Pennsylvania
$23K – – –
PC
2555
Permanens Capital
New York
$22K – – –
BCM
2556
Bourgeon Capital Management
Connecticut
$21K +$302 +14 +1%
SIM
2557
Seaview Investment Managers
Florida
$20K +$8.06K +374 +68%
HF
2558
Halpern Financial
Virginia
$19.2K -$1.57K -73 -8%
IFA
2559
Interactive Financial Advisors
Illinois
$19K +$10.4K +482 +121%
DI
2560
Disciplined Investments
Oklahoma
$17K -$11.9K -553 -41%
NIM
2561
NuWave Investment Management
New Jersey
$15K -$199K -9,250 -93%
CPA
2562
Cowen Prime Advisors
New York
$14K +$4.27K +198 +46%
CMA
2563
Cedar Mountain Advisors
Oregon
$14K +$8.97K +416 +175%
KCM
2564
Kathmere Capital Management
Pennsylvania
$12K +$151 +7 +1%
TCCM
2565
Timber Creek Capital Management
Massachusetts
$11K – – –
WLPWM
2566
Walled Lake Planning & Wealth Management
Illinois
$11K +$129 +6 +1%
TLFA
2567
True Link Financial Advisors
California
$11K +$11.1K +516 New
RFWA
2568
RPg Family Wealth Advisory
Massachusetts
$10.4K -$89.1K -4,132 -90%
CQS
2569
Credential Qtrade Securities
$10.3K – – –
BC
2570
Barnett & Company
Tennessee
$10K -$14.3K -662 -59%
DWMG
2571
DB Wealth Management Group
California
$10K +$9.9K +459 New
BFG
2572
Baron Financial Group
New Jersey
$9.41K -$7.57K -351 -45%
CIAS
2573
CBIZ Investment Advisory Services
Ohio
$9K – – –
KIG
2574
Kessler Investment Group
Indiana
$9K – – –
AWMS
2575
Advocacy Wealth Management Services
Georgia
$8K – – –
101 102
103
104 105