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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1501
Intellectus Partners
California
$889K -$806K -34,629 -46%
WP
1502
WealthSource Partners
California
$888K +$175K +7,528 +22%
OC
1503
Oakworth Capital
Alabama
$887K -$181K -7,758 -16%
BHBT
1504
Burke & Herbert Bank & Trust
Virginia
$885K -$54.5K -2,340 -5%
AWA
1505
ARS Wealth Advisors
Florida
$885K +$61.8K +2,655 +7%
KSCM
1506
Kamunting Street Capital Management
Florida
$885K +$185K +7,944 +24%
GWCM
1507
Godshalk Welsh Capital Management
Pennsylvania
$883K +$64.7K +2,781 +7%
SG
1508
StoneX Group
New York
$882K -$46.9K -2,013 -5%
MFW
1509
Mosaic Family Wealth
Missouri
$881K – – –
WI
1510
Wedgewood Investors
Pennsylvania
$877K -$55.5K -2,383 -6%
LHC
1511
Little House Capital
Massachusetts
$877K +$947K +40,698 New
CTA
1512
Colonial Trust Advisors
South Carolina
$874K -$252K -10,821 -21%
ACM
1513
AlphaStar Capital Management
North Carolina
$874K +$278K +11,942 +42%
FMW
1514
Farr Miller & Washington
District of Columbia
$871K -$558K -23,953 -37%
JHCP
1515
Jackson Hole Capital Partners
Oklahoma
$870K +$939K +40,345 New
EIP
1516
Ellis Investment Partners
Pennsylvania
$867K +$936K +40,224 New
TF
1517
Tompkins Financial
New York
$865K -$111K -4,749 -11%
CLOS
1518
Compagnie Lombard Odier SCmA
Switzerland
$864K +$407K +17,483 +77%
GIP
1519
Granite Investment Partners
California
$859K -$665K -28,557 -42%
BP
1520
Ballentine Partners
Massachusetts
$859K +$97.3K +4,180 +12%
ACM
1521
Alight Capital Management
New York
$856K +$925K +39,720 New
GIA
1522
Gargoyle Investment Advisor
New Jersey
$854K -$1.35M -57,815 -59%
TAM
1523
Taurus Asset Management
New York
$854K -$65.2K -2,801 -7%
BWM
1524
BerganKDV Wealth Management
Minnesota
$854K +$26.3K +1,128 +3%
PGAM
1525
Princeton Global Asset Management
New Jersey
$850K +$918K +39,417 New
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