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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
1301
Crosspoint Capital Strategies
California
$510K +$13.1K +521 +3%
ITIM
1302
Indiana Trust & Investment Management
Indiana
$509K -$73.1K -2,913 -13%
EHC
1303
Everett Harris & Co
California
$509K – – –
CG
1304
Clinton Group
New York
$509K +$482K +19,199 New
MA
1305
Montag & Associates
Georgia
$505K +$5K +199 +1%
SFA
1306
Sequoia Financial Advisors
Ohio
$499K +$3.92K +156 +0.8%
MHS
1307
M Holdings Securities
Oregon
$498K -$54.2K -2,158 -10%
DSAM
1308
Dock Street Asset Management
Florida
$498K – – –
RIG
1309
Renaissance Investment Group
Massachusetts
$497K -$85.2K -3,393 -15%
LPC
1310
Loeb Partners Corp
New York
$497K – – –
SJIC
1311
St. James Investment Company
Texas
$497K +$471K +18,747 New
GAM
1312
Garrison Asset Management
Arkansas
$494K +$42.2K +1,681 +10%
GAM
1313
Gemmer Asset Management
California
$492K +$466K +18,578 New
BC
1314
Banced Corp
Illinois
$487K -$716K -28,530 -61%
SFG
1315
SNS Financial Group
Minnesota
$487K -$332K -13,208 -42%
ARM
1316
Adirondack Research & Management
New York
$487K – – –
BBNB
1317
Baker Boyer National Bank
Washington
$486K – – –
FCBT
1318
First Citizens Bank & Trust
North Carolina
$485K +$18.2K +723 +4%
SWM
1319
Segment Wealth Management
Texas
$482K -$1.35M -53,798 -75%
CCM
1320
Condor Capital Management
New Jersey
$480K +$206K +8,205 +83%
FIG
1321
Fusion Investment Group
Pennsylvania
$478K -$136K -5,408 -23%
AAM
1322
Azzad Asset Management
Virginia
$475K -$135K -5,370 -23%
TC
1323
Travelers Companies
Minnesota
$473K – – –
SC
1324
Saybrook Capital
North Carolina
$472K – – –
KL
1325
Kinsight LLC
Alabama
$470K +$17.5K +695 +4%
51 52
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