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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2601
Artesa Financial Group
Texas
$202K +$187K +6,985 New
AWMT
2602
AAFMAA Wealth Management & Trust
North Carolina
$202K +$187K +6,985 New
PPW
2603
Pasadena Private Wealth
California
$202K -$146K -5,451 -44%
IA
2604
IMZ Advisory
Florida
$201K +$186K +6,950 New
CWM
2605
Collaborative Wealth Management
Florida
$201K -$311K -11,630 -63%
PCM
2606
Poehling Capital Management
Wisconsin
$201K +$185K +6,942 New
APM
2607
a16z Perennial Management
California
$201K +$185K +6,939 New
AWCI
2608
Alpine Woods Capital Investors
New York
$201K +$185K +6,938 New
S
2609
Sachetta
Massachusetts
$201K +$7.59K +284 +4%
NF
2610
Nvest Financial
New Hampshire
$201K +$185K +6,936 New
MMG
2611
Monetary Management Group
Missouri
$201K – – –
NG
2612
Northstar Group
New York
$201K +$185K +6,932 New
VDC
2613
Van Diest Capital
Iowa
$201K -$79.2K -2,966 -30%
SCA
2614
Southern Capital Advisors
Tennessee
$201K -$60.5K -2,266 -25%
EFG
2615
Everest Financial Group
Minnesota
$201K +$185K +6,924 New
FCG
2616
Fielder Capital Group
Tennessee
$201K -$54.9K -2,054 -23%
SFA
2617
Spectrum Financial Alliance
Kentucky
$201K +$185K +6,924 New
FWM
2618
Fingerlakes Wealth Management
New York
$201K +$185K +6,922 New
TCM
2619
TD Capital Management
Tennessee
$200K +$1.26K +47 +0.7%
MCM
2620
Maple Capital Management
Vermont
$200K +$185K +6,909 New
CB
2621
Chris Bulman
California
$200K -$32.4K -1,214 -15%
PH
2622
Pinnacle Holdings
Oklahoma
$198K +$183K +6,846 New
FFC
2623
First Financial Corp
Indiana
$198K -$12.2K -455 -6%
FDW
2624
Fourth Dimension Wealth
Ohio
$195K -$48.6K -1,820 -21%
BCFD
2625
Boit C.F. David
$194K – – –
103 104
105
106 107