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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1226
Texas Capital Bank Wealth Management Services
Texas
$518K -$694K -47,358 -58%
PIA
1227
Perennial Investment Advisors
California
$518K +$4.97K +339 +1%
WIP
1228
WealthCare Investment Partners
Rhode Island
$517K -$10.6K -722 -2%
BCM
1229
Boltwood Capital Management
California
$517K +$255K +17,425 +102%
RBFC
1230
Roman Butler Fullerton & Co
Missouri
$517K -$29.5K -2,011 -5%
TAM
1231
Tealwood Asset Management
Minnesota
$516K -$1.38K -94 -0.3%
CHAM
1232
Clear Harbor Asset Management
Connecticut
$515K -$866K -59,065 -63%
FWP
1233
FAS Wealth Partners
Kansas
$515K +$3.03K +207 +0.6%
ADMI
1234
Albert D. Mason Inc
Massachusetts
$513K +$28.3K +1,930 +6%
CCM
1235
Chilton Capital Management
Texas
$511K -$517K -35,264 -51%
CRC
1236
Curi RMB Capital
Illinois
$511K -$71.6K -4,884 -13%
SEP
1237
Southland Equity Partners
Missouri
$511K +$43K +2,935 +9%
EWA
1238
Encompass Wealth Advisors
Oregon
$506K +$290K +19,815 +143%
MCA
1239
MSH Capital Advisors
Arizona
$506K -$250K -17,035 -34%
OPTFSNA
1240
Old Point Trust & Financial Services N A
Virginia
$506K +$68.9K +4,698 +16%
QCG
1241
Quadrant Capital Group
Ohio
$505K +$70.4K +4,804 +17%
DCM
1242
Dudley Capital Management
Virginia
$505K -$25.7K -1,750 -5%
GIP
1243
Greatmark Investment Partners
Georgia
$505K +$124K +8,452 +34%
SCM
1244
Schnieders Capital Management
California
$503K -$181K -12,354 -27%
MIP
1245
Marietta Investment Partners
Wisconsin
$501K – – –
RFN
1246
RDA Financial Network
Iowa
$500K +$1.8K +123 +0.4%
AUB
1247
Atlantic Union Bankshares
Virginia
$499K -$82.4K -5,618 -14%
CWP
1248
Cyndeo Wealth Partners
Florida
$499K +$14.3K +975 +3%
SWIM
1249
Smallwood Wealth Investment Management
New Jersey
$499K +$39.5K +2,698 +9%
CAM
1250
Cozad Asset Management
Illinois
$498K -$35.5K -2,423 -7%
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