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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2851
Melfa Wealth Management
Massachusetts
– -$263K -9,063 Closed
VHAM
2852
Van Hulzen Asset Management
California
– -$263K -9,059 Closed
BI
2853
Ballast Inc
Kentucky
– -$263K -9,058 Closed
SL
2854
SWMG LLC
Texas
– -$262K -9,040 Closed
RWM
2855
Rockline Wealth Management
New York
– -$262K -9,026 Closed
CP
2856
Canopy Partners
Ohio
– -$261K -9,020 Closed
WA
2857
Wealth Architects
California
– -$261K -9,004 Closed
LAM
2858
Lifestyle Asset Management
Texas
– -$261K -8,993 Closed
WF
2859
Wayfinding Financial
Washington
– -$260K -8,972 Closed
PJSIMP
2860
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$260K -8,965 Closed
SFS
2861
Security Financial Services
Indiana
– -$260K -8,952 Closed
SRWM
2862
Shira Ridge Wealth Management
California
– -$259K -8,923 Closed
CA
2863
Cullinan Associates
Kentucky
– -$258K -8,900 Closed
AFS
2864
AFG Fiduciary Services
Massachusetts
– -$251K -8,881 Closed
CPCM
2865
Cardinal Point Capital Management
Ontario, Canada
– -$257K -8,875 Closed
SDAM
2866
Shulman DeMeo Asset Management
New York
– -$257K -8,857 Closed
PWC
2867
Pathfinder Wealth Consulting
North Carolina
– -$257K -8,849 Closed
VCWM
2868
Vista Cima Wealth Management
Arizona
– -$256K -8,843 Closed
WWA
2869
Wingate Wealth Advisors
Massachusetts
– -$255K -8,804 Closed
SC
2870
Sepio Capital
Utah
– -$255K -8,789 Closed
CWM
2871
Cedar Wealth Management
California
– -$254K -8,777 Closed
ACM
2872
Ashford Capital Management
Delaware
– -$254K -8,770 Closed
NCM
2873
Northside Capital Management
Oregon
– -$254K -8,760 Closed
FFA
2874
Fi3 Financial Advisors
Indiana
– -$253K -8,731 Closed
FDDB
2875
Fidelity D&D Bancorp
Pennsylvania
– -$253K -8,719 Closed
113 114
115
116 117