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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SVB Wealth
Massachusetts
$2.59M +$674K +42,686 +38%
CAAS
627
Capital Asset Advisory Services
Michigan
$2.57M +$320K +20,240 +15%
IF
628
Intrua Financial
Texas
$2.57M -$73.3K -4,642 -3%
SA
629
Strategic Advisors
New York
$2.57M -$194K -12,308 -7%
WWMSC
630
Wagner Wealth Management (South Carolina)
South Carolina
$2.56M -$1.01M -63,771 -30%
EM
631
Excalibur Management
Massachusetts
$2.55M -$80K -5,066 -3%
CWM
632
Cornerstone Wealth Management
Missouri
$2.54M +$144K +9,134 +6%
AG
633
Ascent Group
Virginia
$2.54M -$1.5K -95 -0.1%
RBC
634
Romano Brothers & Co
Illinois
$2.53M -$393K -24,900 -14%
RIM
635
Redwood Investment Management
Arizona
$2.52M +$34.1K +2,163 +1%
KC
636
Kepos Capital
New York
$2.52M +$2.37M +150,000 New
VFG
637
V2 Financial group
Illinois
$2.49M -$111K -7,020 -5%
BCCM
638
Bridge Creek Capital Management
Massachusetts
$2.49M -$37.5K -2,378 -2%
MWS
639
Maxwell Wealth Strategies
California
$2.49M +$2.34M +148,284 New
RWP
640
RWA Wealth Partners
Massachusetts
$2.49M +$877K +55,561 +60%
WAM
641
Worth Asset Management
Texas
$2.47M +$2.33M +147,470 New
KAS
642
KPP Advisory Services
Kentucky
$2.46M -$27.3K -1,728 -1%
CWM
643
Concentric Wealth Management
California
$2.45M -$71.5K -4,528 -3%
NHC
644
Nicholas Hoffman & Company
Georgia
$2.45M -$181K -11,465 -7%
CAM
645
Cidel Asset Management
Ontario, Canada
$2.44M +$2.29M +145,278 New
SHFA
646
SS&H Financial Advisors
Michigan
$2.44M +$134K +8,505 +6%
AOI
647
Auto-Owners Insurance
Michigan
$2.43M – – –
IB
648
Intrust Bank
Kansas
$2.42M +$371K +23,486 +19%
GFA
649
Gifford Fong Associates
California
$2.41M – – –
MFA
650
Mayflower Financial Advisors
Massachusetts
$2.4M -$106K -6,683 -4%
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