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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
2751
True Link Financial Advisors
California
$78.6K +$72.4K +2,711 New
CWP
2752
Clark Wealth Partners
Illinois
$77.6K -$7.16K -268 -9%
JAM
2753
JCIC Asset Management
Ontario, Canada
$77.1K +$1.34K +50 +2%
HWM
2754
HighMark Wealth Management
Minnesota
$76.6K -$1.92K -72 -3%
KFP
2755
Kerr Financial Planning
California
$76.3K +$27 +1 +0%
SFG
2756
Strive Financial Group
Indiana
$76K -$534 -20 -0.8%
BFS
2757
Beacon Financial Strategies
North Carolina
$75.4K – – –
BW
2758
Basepoint Wealth
Iowa
$74.4K +$508 +19 +0.7%
AI
2759
AXS Investments
New York
$72.8K -$38K -1,424 -36%
TGY2IT
2760
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$72.7K +$67K +2,508 New
SIM
2761
Synergy Investment Management
Florida
$72.5K +$66.8K +2,502 New
VWA
2762
VSM Wealth Advisory
Maryland
$72.4K +$27 +1 +0%
BIM
2763
Bullseye Investment Management
Ohio
$71.4K – – –
WA
2764
Whipplewood Advisors
Colorado
$71K +$20.2K +758 +45%
KG
2765
Kilter Group
New York
$70.9K +$27.5K +1,029 +73%
CJ
2766
Caitlin John
Michigan
$69.5K +$588 +22 +0.9%
RWM
2767
RMG Wealth Management
Wisconsin
$68K +$73K +2,734 New
SA
2768
Seneschal Advisors
Washington
$67.2K -$294 -11 -0.5%
HIW
2769
Holos Integrated Wealth
Pennsylvania
$66.4K +$12.3K +460 +24%
GCM
2770
Gunpowder Capital Management
Maryland
$66.1K – – –
FA
2771
Fountainhead AM
New Jersey
$64.3K +$5K +187 +9%
IAS
2772
IMA Advisory Services
Colorado
$63.5K -$641 -24 -1%
SSG
2773
Summit Securities Group
New York
$62.4K -$430K -16,080 -88%
FFA
2774
Frazier Financial Advisors
Ohio
$61.4K +$16.1K +604 +40%
TC
2775
Tacita Capital
Ontario, Canada
$61.2K +$4.01K +150 +8%
109 110
111
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