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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Connecticut Wealth Management
Connecticut
$595K -$195K -6,865 -25%
MWP
1602
MYCIO Wealth Partners
Pennsylvania
$594K -$265K -9,337 -32%
VCM
1603
Versant Capital Management
Arizona
$589K -$39.6K -1,394 -7%
BOC
1604
Barbara Oil Co
Illinois
$588K – – –
MBT
1605
Montecito Bank & Trust
California
$588K +$28.9K +1,018 +5%
JIP
1606
Jaffetilchin Investment Partners
Florida
$588K +$209K +7,366 +59%
IAS
1607
IMA Advisory Services
Colorado
$587K -$1.5K -53 -0.3%
VWM
1608
Venturi Wealth Management
Texas
$587K +$188K +6,620 +50%
CC
1609
Cadinha & Co
Hawaii
$583K +$11.3K +397 +2%
IIA
1610
IPG Investment Advisors
California
$582K +$15K +529 +3%
GS
1611
GAM Systematic
United Kingdom
$581K -$541K -19,050 -49%
NFG
1612
Nadler Financial Group
Illinois
$581K -$114 -4 -0%
BBNB
1613
Baker Boyer National Bank
Washington
$581K – – –
NWM
1614
Northwest Wealth Management
Iowa
$576K -$118K -4,161 -18%
TCM
1615
Tradition Capital Management
New Jersey
$576K – – –
EMG
1616
Ellington Management Group
Connecticut
$576K +$553K +19,463 New
HIM
1617
Hutchens Investment Management
New Hampshire
$575K -$374K -13,158 -40%
EWM
1618
Empirical Wealth Management
Washington
$573K -$92.1K -3,244 -14%
RTS
1619
Round Table Services
New Jersey
$572K -$14.5K -511 -3%
HK
1620
Horizon Kinetics
New York
$569K +$56.2K +1,978 +11%
ACM
1621
Adalta Capital Management
New York
$568K – – –
NQWM
1622
Northwest Quadrant Wealth Management
Oregon
$564K -$27.1K -955 -4%
QAM
1623
QCI Asset Management
New York
$561K -$40.7K -1,432 -7%
BPB
1624
Badgley, Phelps & Bell
Washington
$559K -$170K -5,987 -24%
OIM
1625
Orca Investment Management
Oregon
$556K – – –
63 64
65
66 67