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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1526
Crestwood Advisors Group
Massachusetts
$399K +$146K +8,554 +60%
AWA
1527
Acorn Wealth Advisors
Michigan
$399K -$21.8K -1,276 -5%
CRWM
1528
Castle Rock Wealth Management
California
$399K -$23.9K -1,402 -6%
SWMG
1529
Sard Wealth Management Group
Georgia
$399K -$23.3K -1,362 -6%
EA
1530
Eudaimonia Advisors
Tennessee
$398K -$339K -19,861 -47%
SRSA
1531
S.R. Schill & Associates
Washington
$398K – – –
AC
1532
Apella Capital
Connecticut
$396K +$24.7K +1,445 +7%
PSP
1533
Pacific Sage Partners
Washington
$396K +$171 +10 +0%
BHBT
1534
Burke & Herbert Bank & Trust
Virginia
$395K -$67K -3,923 -15%
AWA
1535
Aaron Wealth Advisors
Illinois
$395K +$90.2K +5,282 +31%
NBT
1536
Northwest Bank & Trust
Iowa
$395K +$956 +56 +0.2%
WG
1537
Winton Group
United Kingdom
$394K +$383K +22,414 New
LA
1538
Legacy Advisors
Pennsylvania
$394K +$26.2K +1,534 +7%
DAM
1539
Derbend Asset Management
Georgia
$392K +$4.75K +278 +1%
TNBTD
1540
Trustmark National Bank Trust Department
Mississippi
$392K -$16.9K -987 -4%
PCA
1541
Pallas Capital Advisors
Massachusetts
$391K -$29.3K -1,715 -7%
BO
1542
Bank OZK
Arkansas
$390K -$20.7K -1,211 -5%
NEI
1543
Northwest & Ethical Investments
Ontario, Canada
$390K -$5.05M -295,736 -93%
TCM
1544
Triumph Capital Management
Colorado
$389K -$235K -13,767 -38%
RI
1545
Ridgewood Investments
New Jersey
$387K +$6.46K +378 +2%
DJSG
1546
D.J. St. Germain
Massachusetts
$387K -$22.4K -1,311 -6%
CWM
1547
Cahaba Wealth Management
Georgia
$386K +$14.9K +873 +4%
GP
1548
Greenline Partners
New York
$386K – – –
CSB
1549
City State Bank
Iowa
$385K -$14.3K -839 -4%
SCM
1550
Silvant Capital Management
Georgia
$385K +$85.4K +5,000 +30%
60 61
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