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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1251
HTLF Bank
Colorado
$600K +$565K +35,783 New
BG
1252
Bahl & Gaynor
Ohio
$600K -$38.3K -2,423 -6%
GWM
1253
Gray Wealth Management
Maine
$598K -$236K -14,931 -30%
OWA
1254
Octavia Wealth Advisors
Ohio
$597K +$16.1K +1,019 +3%
GITFIT
1255
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$596K – – –
EWA
1256
Etesian Wealth Advisors
Oregon
$595K +$5.62K +356 +1%
CD
1257
Chapin Davis
Maryland
$595K -$7.96K -504 -1%
BHWM
1258
Bar Harbor Wealth Management
New Hampshire
$593K -$729K -46,191 -57%
TCBWMS
1259
Texas Capital Bank Wealth Management Services
Texas
$589K +$9.44K +598 +2%
WCFA
1260
Walkner Condon Financial Advisors
Wisconsin
$586K +$91.1K +5,772 +20%
RMDI
1261
R.M. Davis Inc
Maine
$584K +$48.5K +3,070 +10%
TW
1262
Towerpoint Wealth
California
$583K -$243K -15,398 -31%
MMA
1263
Miracle Mile Advisors
California
$581K -$54.3K -3,437 -9%
EFG
1264
Everhart Financial Group
Ohio
$580K +$308K +19,490 +129%
FI
1265
Finivi Inc
Massachusetts
$580K +$545K +34,541 New
ADMI
1266
Albert D. Mason Inc
Massachusetts
$578K +$4.66K +295 +0.9%
DWT
1267
Dorsey & Whitney Trust
South Dakota
$578K +$99K +6,273 +22%
BBA
1268
BLB&B Advisors
Pennsylvania
$577K -$18K -1,140 -3%
SAM
1269
Smartleaf Asset Management
Massachusetts
$577K +$553K +35,007 New
TAM
1270
Tealwood Asset Management
Minnesota
$577K +$79 +5 +0%
SFG
1271
Sovereign Financial Group
Connecticut
$573K -$42.3K -2,677 -7%
RBFC
1272
Roman Butler Fullerton & Co
Missouri
$570K -$48.1K -3,048 -8%
AAIS
1273
ABN AMRO Investment Solutions
$567K +$62.6K +3,963 +13%
CFS
1274
Commonwealth Financial Services
West Virginia
$567K -$13.5K -854 -2%
BHWM
1275
Beaird Harris Wealth Management
Texas
$564K +$209K +13,257 +65%
49 50
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