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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1251
1ST Source Bank
Indiana
$865K -$2.36K -105 -0.3%
WFI
1252
West Family Investments
California
$864K +$353K +15,680 +70%
UIM
1253
Unified Investment Management
Georgia
$864K +$854K +37,934 New
FHC
1254
First Heartland Consultants
Missouri
$863K +$57.5K +2,556 +7%
CS
1255
Capital Square
Tennessee
$862K +$224K +9,940 +36%
PAS
1256
PKS Advisory Services
New York
$862K +$852K +37,849 New
SMA
1257
Sage Mountain Advisors
Georgia
$861K +$101K +4,493 +13%
AG
1258
AmeriFlex Group
Nevada
$860K +$816K +36,254 New
BWP
1259
BSW Wealth Partners
Colorado
$860K +$120K +5,340 +16%
SA
1260
Sovran Advisors
California
$856K +$884K +39,264 New
EWA
1261
EverSource Wealth Advisors
Alabama
$856K +$198K +8,788 +31%
SC
1262
Sapient Capital
Indiana
$855K +$13K +579 +2%
DP
1263
Dearborn Partners
Illinois
$852K +$225 +10 +0%
GCP
1264
GSA Capital Partners
United Kingdom
$851K +$841K +37,390 New
SCI
1265
S&CO Inc
Massachusetts
$850K – – –
AIM
1266
Anchor Investment Management
South Carolina
$849K +$23 +1 +0%
FFA
1267
First Foundation Advisors
California
$848K -$32.5K -1,444 -4%
IC
1268
Iconiq Capital
California
$845K +$438K +19,449 +110%
BAG
1269
Bridgewealth Advisory Group
California
$844K +$446K +19,808 +151%
FCCM
1270
First City Capital Management
Georgia
$843K -$15.4K -685 -2%
PWPS
1271
Pinnacle Wealth Planning Services
Ohio
$842K -$68K -3,020 -8%
HVIA
1272
Hudson Valley Investment Advisors
New York
$840K -$98.3K -4,370 -11%
DSN
1273
D. Scott Neal
Kentucky
$840K – – –
LA
1274
Latitude Advisors
Florida
$838K +$1.46K +65 +0.2%
WAG
1275
Wallace Advisory Group
California
$838K -$18.6K -827 -2%
49 50
51
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