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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1601
Round Rock Advisors
Connecticut
$355K – – –
CFP
1602
Cascade Financial Partners
California
$355K +$372K +21,757 New
CA
1603
Cullinan Associates
Kentucky
$355K +$102K +6,000 +42%
EWA
1604
Encompass Wealth Advisors
Oregon
$355K -$2.78K -163 -0.8%
LCM
1605
Landscape Capital Management
New Jersey
$354K +$343K +20,100 New
GLLW
1606
Graves Light Lenhart Wealth
Virginia
$353K -$40.8K -2,388 -11%
CFP
1607
Catalyst Financial Partners
Massachusetts
$352K +$31.4K +1,840 +9%
AF
1608
Advisornet Financial
Minnesota
$352K +$37.3K +2,186 +12%
TWP
1609
Tower Wealth Partners
Pennsylvania
$352K -$1.28K -75 -0.4%
MFG
1610
Magnus Financial Group
New York
$350K -$56.7K -3,322 -14%
KA
1611
Klingman & Associates
New York
$350K +$10.3K +603 +3%
UAML
1612
US Asset Management LLC
Pennsylvania
$350K -$4K -234 -1%
CGH
1613
CMG Global Holdings
Texas
$350K – – –
AIA
1614
Armor Investment Advisors
North Carolina
$349K -$174K -10,163 -34%
DWM
1615
Drive Wealth Management
Utah
$349K -$74K -4,335 -18%
HCMG
1616
Howard Capital Management Group
California
$349K – – –
NAMP
1617
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$348K -$73.8K -4,321 -18%
AFAS
1618
Acorn Financial Advisory Services
Virginia
$348K -$136K -7,965 -29%
AC
1619
AlphaCore Capital
California
$348K +$6.33K +371 +2%
SFWC
1620
Strategic Family Wealth Counselors
New Jersey
$348K -$25.2K -1,475 -7%
WAG
1621
Winthrop Advisory Group
Massachusetts
$347K +$18.5K +1,081 +6%
VAM
1622
Verity Asset Management
North Carolina
$347K -$19.5K -1,143 -5%
CBT
1623
CoreFirst Bank & Trust
Kansas
$346K -$2.56K -150 -0.8%
IGWM
1624
ICA Group Wealth Management
Colorado
$346K -$10.5K -616 -3%
WLG
1625
Williamson Legacy Group
Indiana
$346K -$652K -38,174 -66%
63 64
65
66 67