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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1601
CVA Family Office
Colorado
$556K +$189K +10,117 +51%
RB
1602
Richmond Brothers
Michigan
$556K +$564K +30,182 New
DWM
1603
Darwin Wealth Management
Florida
$555K -$61.8K -3,306 -11%
TFGT
1604
TS Financial Group (TSFG)
Illinois
$555K +$85.8K +4,588 +18%
IAA
1605
Ironsides Asset Advisors
North Carolina
$554K -$84.1K -4,501 -13%
PCG
1606
Private Capital Group
Connecticut
$553K +$18K +962 +3%
LC
1607
Lindbrook Capital
California
$553K +$374K +20,032 +205%
BCMO
1608
Buckingham Capital Management (Ohio)
Ohio
$552K -$36.1K -1,931 -6%
OFS
1609
OneAscent Financial Services
Alabama
$552K +$288K +15,411 +108%
MCM
1610
McMillion Capital Management
North Carolina
$551K -$61.8K -3,305 -10%
WOSD
1611
WFA of San Diego
California
$549K +$141K +7,548 +34%
PWSG
1612
Pacific Wealth Strategies Group
California
$548K -$210K -11,236 -28%
BFG
1613
Berger Financial Group
Minnesota
$548K +$139K +7,437 +34%
YIA
1614
YHB Investment Advisors
Connecticut
$546K -$53.3K -2,849 -9%
MG
1615
Mather Group
Illinois
$546K -$42.1K -2,253 -7%
MAM
1616
Martingale Asset Management
Massachusetts
$545K -$93.9K -5,025 -15%
KFA
1617
Krane Funds Advisors
New York
$545K -$32.2K -1,722 -6%
TI
1618
Truehand Inc
New Hampshire
$544K -$64.1K -3,429 -10%
AF
1619
Affiance Financial
Minnesota
$544K -$4.66K -249 -0.8%
SOAMC
1620
Spirit of America Management Corp
New York
$544K – – –
T
1621
TOBAM
France
$543K -$111K -5,937 -17%
CBA
1622
Coastal Bridge Advisors
Connecticut
$541K +$6.13K +328 +1%
PPW
1623
Parcion Private Wealth
Washington
$540K -$32.6K -1,746 -6%
LSAG
1624
Lake Street Advisors Group
New Hampshire
$539K -$336K -17,985 -38%
AC
1625
Abbrea Capital
California
$539K -$103K -5,519 -16%
63 64
65
66 67