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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1301
SOL Capital Management
Maryland
$564K +$1.71K +100 +0.3%
CT
1302
ClearAlpha Technologies
Connecticut
$563K +$547K +32,015 New
SWIM
1303
Smallwood Wealth Investment Management
New Jersey
$563K -$5.55K -325 -1%
CCFCSB
1304
Cape Cod Five Cents Savings Bank
Massachusetts
$562K -$94.2K -5,518 -15%
WAM
1305
Westport Asset Management
Connecticut
$562K – – –
FWM
1306
Forza Wealth Management
Florida
$562K – – –
OIA
1307
Optimum Investment Advisors
Illinois
$561K -$16.3K -953 -3%
LFG
1308
Larson Financial Group
Missouri
$561K +$115K +6,726 +27%
EW
1309
Evoke Wealth
California
$559K +$543K +31,783 New
CPSAC
1310
Chas P. Smith & Associates (CPS)
Florida
$558K +$279K +16,361 +106%
TIA
1311
Traphagen Investment Advisors
New Jersey
$558K +$188 +11 +0%
SRC
1312
Shufro Rose & Co
New York
$557K +$58.5K +3,428 +12%
JWA
1313
JFS Wealth Advisors
Pennsylvania
$557K +$11K +643 +2%
GFP
1314
Gryphon Financial Partners
Ohio
$556K +$74.5K +4,363 +16%
AAIS
1315
ABN AMRO Investment Solutions
$556K -$37.8K -2,216 -7%
SIC
1316
Samalin Investment Counsel
New York
$556K +$34K +1,994 +7%
ICG
1317
InterOcean Capital Group
Tennessee
$555K -$13.4K -784 -2%
SC
1318
Schubert & Co
Texas
$554K -$6.46K -378 -1%
KFI
1319
Key Financial Inc
Pennsylvania
$553K +$734 +43 +0.1%
MYIA
1320
Mount Yale Investment Advisors
Colorado
$552K +$28.8K +1,687 +6%
BIP
1321
Blueprint Investment Partners
North Carolina
$552K +$154K +9,030 +40%
GWP
1322
Gen-Wealth Partners
Michigan
$552K +$535K +31,338 New
AUB
1323
Atlantic Union Bankshares
Virginia
$551K -$34 -2 -0%
ST
1324
Smithfield Trust
Pennsylvania
$548K -$39.4K -2,305 -7%
FB
1325
First Bancorp
Maine
$547K +$2.22K +130 +0.4%
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