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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1451
Proficio Capital Partners
Massachusetts
$549K +$658K +26,527 New
MA
1452
Montag & Associates
Georgia
$547K +$19.5K +784 +3%
SIP
1453
Stoneridge Investment Partners
Pennsylvania
$547K +$196K +7,917 +51%
AWS
1454
Arkfeld Wealth Strategies
Nebraska
$547K -$2.9K -117 -0.4%
OPTFSNA
1455
Old Point Trust & Financial Services N A
Virginia
$546K +$28K +1,129 +4%
CST
1456
Charles Schwab Trust
Nevada
$545K +$322K +12,987 +97%
DG
1457
DMC Group
Alabama
$545K -$209K -8,404 -24%
HBT
1458
Hills Bank & Trust
Iowa
$543K +$82.5K +3,326 +15%
AWAG
1459
ARS Wealth Advisors Group
Florida
$543K +$15.5K +624 +2%
LF
1460
Lantz Financial
Illinois
$539K -$18.3K -738 -3%
BCA
1461
Bay Colony Advisors
Massachusetts
$539K -$33.9K -1,367 -5%
WCM
1462
WealthBridge Capital Management
Ohio
$539K +$111K +4,458 +21%
RCA
1463
Resonant Capital Advisors
Wisconsin
$539K -$36.6K -1,476 -5%
CCM
1464
Chilton Capital Management
Texas
$538K -$23.1K -929 -3%
RZH
1465
Relyea Zuckerberg Hanson
Connecticut
$538K +$1.24K +50 +0.2%
WQ
1466
Wealth Quarterback
New Jersey
$538K -$72.9K -2,939 -10%
OIMU
1467
Osmosis Investment Management UK
United Kingdom
$537K – – –
CAM
1468
Cozad Asset Management
Illinois
$536K +$22.3K +897 +4%
OWA
1469
Opal Wealth Advisors
New York
$534K +$57.7K +2,326 +10%
NSAM
1470
North Star Asset Management
Wisconsin
$534K +$17.6K +711 +3%
EFM
1471
E Fund Management
China
$534K -$9.78K -394 -2%
MWC
1472
MBM Wealth Consultants
Missouri
$534K +$120K +4,817 +23%
HCM
1473
Hodges Capital Management
Texas
$533K -$518K -20,867 -45%
PP
1474
PFS Partners
New Jersey
$531K -$11.3K -455 -2%
FOFP
1475
Fee-Only Financial Planning
South Carolina
$525K – – –
57 58
59
60 61