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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1551
Oak Hill Wealth Advisors
Virginia
$522K +$516K +22,914 New
RCA
1552
Resonant Capital Advisors
Wisconsin
$522K +$84.2K +3,741 +20%
PFA
1553
Pure Financial Advisors
California
$521K +$54.8K +2,433 +12%
CAG
1554
Crestwood Advisors Group
Massachusetts
$521K +$69.5K +3,086 +16%
MHIC
1555
Marble Harbor Investment Counsel
Massachusetts
$521K -$15.6K -692 -3%
TWPM
1556
Total Wealth Planning & Management
Florida
$520K +$514K +22,838 New
MCM
1557
Monument Capital Management
Virginia
$518K +$512K +22,745 New
WP
1558
Westmount Partners
California
$518K -$132K -5,859 -20%
CIAS
1559
CFS Investment Advisory Services
New Jersey
$517K +$2.84K +126 +0.6%
FTF
1560
Freedom Together Foundation
New York
$516K -$2M -89,000 -80%
OL
1561
Optas LLC
Texas
$516K +$25.3K +1,124 +5%
BCM
1562
Becker Capital Management
Oregon
$516K -$86.5K -3,844 -15%
BIA
1563
Beacon Investment Advisors
Maryland
$516K -$44.7K -1,987 -8%
GI
1564
Gradient Investments
Minnesota
$515K -$24.4K -1,082 -5%
DJSG
1565
D.J. St. Germain
Massachusetts
$514K +$36.5K +1,620 +8%
PSP
1566
Pacific Sage Partners
Washington
$513K -$15K -666 -3%
NBT
1567
Northwest Bank & Trust
Iowa
$512K -$17.9K -794 -3%
WP
1568
WMS Partners
Maryland
$512K +$15.8K +704 +3%
WG
1569
Winton Group
United Kingdom
$511K -$273K -12,135 -35%
WJWM
1570
Williams Jones Wealth Management
New York
$509K -$88.9K -3,949 -15%
ONST
1571
Old North State Trust
North Carolina
$509K +$11.3K +500 +2%
WE
1572
Wealth Effects
Massachusetts
$509K -$2.45K -109 -0.5%
CH
1573
Cromwell Holdings
Wyoming
$508K – – –
HWM
1574
Hohimer Wealth Management
Washington
$507K +$18.5K +824 +4%
LGWM
1575
Litman Gregory Wealth Management
California
$507K -$169K -7,500 -25%
61 62
63
64 65