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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1501
Evanson Asset Management
California
$624K -$1.35K -73 -0.2%
CCA
1502
Cobblestone Capital Advisors
New York
$623K – – –
KWM
1503
Keebeck Wealth Management
Illinois
$622K – – –
BWM
1504
BerganKDV Wealth Management
Minnesota
$621K -$75.3K -4,072 -10%
FCFC
1505
First Commonwealth Financial Corp
Pennsylvania
$621K -$24.8K -1,341 -4%
LC
1506
Lindbrook Capital
California
$620K +$92.1K +4,978 +17%
FIB
1507
First Interstate Bank
Montana
$619K -$70.7K -3,820 -10%
AWA
1508
Arkadios Wealth Advisors
Georgia
$619K +$14.2K +767 +2%
CIC
1509
Cutler Investment Counsel
Oregon
$619K +$211K +11,389 +49%
EWM
1510
Executive Wealth Management
Michigan
$618K +$65.3K +3,527 +11%
AWAG
1511
ARS Wealth Advisors Group
Florida
$617K -$50.8K -2,747 -7%
CSB
1512
City State Bank
Iowa
$616K -$60.3K -3,258 -9%
UBG
1513
United Bank (Georgia)
Georgia
$614K -$22.9K -1,239 -3%
CIA
1514
Choate Investment Advisors
Massachusetts
$614K -$4.7K -254 -0.7%
BHWM
1515
Beaird Harris Wealth Management
Texas
$612K -$170K -9,162 -21%
LI
1516
Lafayette Investments
Maryland
$612K +$12.3K +667 +2%
CCM
1517
Canal Capital Management
Virginia
$612K +$635K +34,318 New
EFL
1518
ERn Financial LLC
Wisconsin
$610K +$17K +920 +3%
MFGM
1519
Marshall Financial Group (Maryland)
Maryland
$608K +$185K +10,009 +42%
AJ
1520
Ashburton (Jersey)
Jersey
$607K – – –
BFM
1521
Boston Financial Management
Massachusetts
$604K -$66.7K -3,603 -10%
BCMLT
1522
Beacon Capital Management LLC (Tennessee)
Tennessee
$604K +$627K +33,886 New
CHA
1523
Carmichael Hill & Associates
Maryland
$603K -$40.4K -2,185 -6%
PPW
1524
Pinnacle Private Wealth
Massachusetts
$603K -$19.7K -1,064 -3%
AWMT
1525
AAFMAA Wealth Management & Trust
North Carolina
$603K +$187K +10,093 +43%
59 60
61
62 63