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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2551
Marshall Investment Management
Colorado
$28.3K +$29K +1,287 New
CFS
2552
CGC Financial Services
Oregon
$28.2K – – –
LOIP
2553
Live Oak Investment Partners
Texas
$28.2K – – –
RP
2554
Raelipskie Partnership
Ontario, Canada
$27.6K – – –
MSWM
2555
Mowery & Schoenfeld Wealth Management
Illinois
$27.5K +$27.2K +1,209 New
FDCP
2556
Foster Dykema Cabot & Partners
Massachusetts
$27.5K -$8.73K -388 -24%
LIS
2557
Legacy Investment Solutions
Idaho
$27.4K +$23 +1 +0.1%
LWMI
2558
Legacy Wealth Management (Idaho)
Idaho
$27.4K +$23 +1 +0.1%
PFG
2559
Putney Financial Group
California
$27.4K +$27.1K +1,203 New
ATC
2560
Advantage Trust Company
Kansas
$26.3K – – –
LIA
2561
Luken Investment Analytics
Tennessee
$26K – – –
SHF
2562
Safe Harbor Fiduciary
Florida
$25.9K -$9.86K -438 -28%
SRCM
2563
Signature Resources Capital Management
California
$25.7K – – –
SC
2564
Steph & Co
Wisconsin
$25.5K – – –
TAM
2565
Tucker Asset Management
Colorado
$25.4K +$2.79K +124 +12%
MDA
2566
Minot DeBlois Advisors
Massachusetts
$25.3K +$25K +1,112 New
ACM
2567
Anfield Capital Management
California
$25.2K -$9K -400 -27%
AS
2568
Altshuler Shaham
Israel
$25.1K -$5.15K -229 -17%
PG
2569
Proffitt & Goodson
Tennessee
$25.1K +$2.05K +91 +9%
FMTCOCP
2570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
CAWM
2571
Capital A Wealth Management
Pennsylvania
$24.8K +$24.6K +1,091 New
TVWM
2572
Tower View Wealth Management
Wisconsin
$24.3K – – –
WTFG
2573
Wood Tarver Financial Group
Idaho
$24K +$23.9K +1,063 New
MWA
2574
Miller Wealth Advisors
Colorado
$23.3K – – –
RA
2575
Ransom Advisory
Rhode Island
$23.2K -$3.38K -150 -13%
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103
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