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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1151
Beacon Financial Advisory
Ohio
$894K +$218K +8,782 +26%
ACM
1152
Alethea Capital Management
Washington
$893K +$1.07M +43,146 New
SGCM
1153
Sanchez Gaunt Capital Management
Nevada
$890K +$134K +5,400 +14%
AIM
1154
Anchor Investment Management
South Carolina
$889K +$54K +2,174 +5%
TA
1155
TFB Advisors
Kansas
$887K +$116K +4,672 +12%
VCM
1156
Viewpoint Capital Management
Washington
$886K -$200K -8,064 -16%
SAM
1157
Silvercrest Asset Management
New York
$885K -$11K -445 -1%
FFB
1158
First Financial Bankshares
Texas
$885K +$149K +6,000 +16%
QWP
1159
Quotient Wealth Partners
Texas
$883K -$92K -3,708 -8%
EWS
1160
Evergreen Wealth Solutions
Pennsylvania
$882K +$164K +6,617 +23%
BIAS
1161
Beacon Investment Advisory Services
New Jersey
$882K +$181K +7,311 +21%
WJWM
1162
Williams Jones Wealth Management
New York
$881K -$55.4K -2,232 -5%
MNBTD
1163
Moody National Bank Trust Division
Texas
$880K -$109K -4,379 -9%
RFA
1164
Rollins Financial Advisors
New York
$878K +$243K +9,773 +30%
RWFS
1165
Rayburn West Financial Services
Tennessee
$877K -$3.62K -146 -0.3%
EP
1166
Evelyn Partners
$871K +$1.04M +42,090 New
CFP
1167
Catalyst Financial Partners
Massachusetts
$871K -$25.4K -1,023 -2%
CFO
1168
CVA Family Office
Colorado
$868K -$111K -4,463 -10%
IIM
1169
Ipswich Investment Management
Massachusetts
$867K – – –
HHCP
1170
Hilton Head Capital Partners
South Carolina
$867K +$1.17K +47 +0.1%
BF
1171
Brucke Financial
Indiana
$866K +$97.6K +3,931 +10%
IHL
1172
Investment House LLC
California
$862K -$127K -5,120 -11%
CFG
1173
Capital Financial Group
Colorado
$858K +$601K +24,232 +141%
AIM
1174
Axiom Investment Management
New York
$858K +$705K +28,409 +218%
AIM
1175
Advyzon Investment Management
Illinois
$854K +$177K +7,113 +21%
45 46
47
48 49