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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1551
Segment Wealth Management
Texas
$687K -$550K -19,364 -45%
FUBT
1552
First United Bank & Trust
Maryland
$687K -$149K -5,250 -18%
FDCC
1553
Foster Dykema Cabot & Co
Massachusetts
$682K – – –
JWM
1554
Jackson Wealth Management
Florida
$680K +$150K +5,301 +29%
CS
1555
Credential Securities
$679K +$8.86K +312 +1%
CBTWT
1556
Community Bank & Trust (Waco, Texas)
Texas
$679K -$7.52K -265 -1%
BCM
1557
Bienville Capital Management
New York
$676K +$649K +22,864 New
HCC
1558
Hirtle Callaghan & Co
Pennsylvania
$674K +$646K +22,773 New
GWM
1559
GSB Wealth Management
Connecticut
$672K – – –
BFPW
1560
BOK Financial Private Wealth
Colorado
$670K -$260K -9,167 -29%
EAM
1561
Evanson Asset Management
California
$669K -$26.5K -932 -4%
GAM
1562
Garrison Asset Management
Arkansas
$668K +$44.7K +1,573 +7%
CYG
1563
Clean Yield Group
Vermont
$667K -$34.7K -1,223 -5%
NIM
1564
Nexus Investment Management
Ontario, Canada
$666K -$1.14K -40 -0.2%
BMCM
1565
Bryn Mawr Capital Management
Pennsylvania
$665K +$33.8K +1,192 +6%
CGA
1566
Crescent Grove Advisors
Illinois
$664K +$54.6K +1,924 +9%
NCM
1567
Nelson Capital Management
California
$661K -$81.6K -2,873 -11%
WC
1568
Whitnell & Co
Illinois
$660K +$32K +1,129 +5%
FWM
1569
Focused Wealth Management
New York
$659K -$151K -5,331 -19%
CHA
1570
Cedar Hill Associates
Illinois
$658K +$632K +22,270 New
4IG
1571
440 Investment Group
Kansas
$654K -$65.8K -2,317 -9%
REMPR
1572
Roof Eidam Maycock Peralta (REMP)
California
$651K -$1.35M -47,466 -68%
CA
1573
Cornerstone Advisory
Maryland
$651K +$111K +3,906 +22%
CSS
1574
Cubist Systematic Strategies
Connecticut
$650K -$300K -10,565 -32%
MSTVIM
1575
Messner & Smith Theme Value Investment Management
California
$649K -$15K -530 -2%
61 62
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