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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1326
Autumn Glory Partners
Texas
$573K – – –
NB
1327
Nicolet Bankshares
Wisconsin
$573K +$38.2K +2,195 +8%
QC
1328
Quadrature Capital
United Kingdom
$571K +$520K +29,877 New
CA
1329
Claro Advisors
Massachusetts
$570K +$53.9K +3,100 +12%
SWIM
1330
Smallwood Wealth Investment Management
New Jersey
$568K -$40K -2,302 -7%
ST
1331
Smithfield Trust
Pennsylvania
$567K -$26.3K -1,513 -5%
TNBTD
1332
Trustmark National Bank Trust Department
Mississippi
$566K +$128K +7,356 +33%
CG
1333
CFO4Life Group
Texas
$564K +$11.9K +685 +2%
PBK
1334
Peoples Bank (Kansas)
Kansas
$563K -$3.04K -175 -0.6%
KFI
1335
Key Financial Inc
Pennsylvania
$563K -$34K -1,955 -6%
PCM
1336
Poehling Capital Management
Wisconsin
$563K -$59.3K -3,408 -10%
EWM
1337
Executive Wealth Management
Michigan
$561K +$13.7K +788 +3%
CAC
1338
Certified Advisory Corp
Florida
$561K +$9.53K +548 +2%
WAL
1339
W Advisors LLC
Tennessee
$561K +$139 +8 +0%
BCM
1340
Birmingham Capital Management
Alabama
$558K -$2.94K -169 -0.6%
DG
1341
DMC Group
Alabama
$558K -$15.2K -872 -3%
CAL
1342
Capital Analysts LLC
Pennsylvania
$557K +$76.5K +4,400 +18%
SC
1343
Schubert & Co
Texas
$554K – – –
SMA
1344
Sage Mountain Advisors
Georgia
$554K -$64.2K -3,693 -11%
UAG
1345
United Advisor Group
Ohio
$554K +$6.99K +402 +1%
MWM
1346
Mattern Wealth Management
Kansas
$553K +$12.7K +729 +3%
CCA
1347
Childress Capital Advisors
Texas
$552K +$222K +12,748 +79%
AWM
1348
Aprio Wealth Management
Georgia
$551K +$168K +9,646 +50%
AWA
1349
Aaron Wealth Advisors
Illinois
$551K +$111K +6,370 +28%
PCA
1350
Peddock Capital Advisors
Massachusetts
$549K – – –
52 53
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