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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
1626
Lucia Wealth Services
California
$640K +$184K +6,609 +39%
CCMG
1627
Clark Capital Management Group
Pennsylvania
$638K -$209K -7,526 -24%
FAM
1628
Formidable Asset Management
Ohio
$637K -$20.9K -752 -3%
CTB
1629
Country Trust Bank
Illinois
$637K +$14.4K +518 +2%
BPB
1630
Badgley, Phelps & Bell
Washington
$636K -$148K -5,304 -18%
HFA
1631
High Falls Advisors
New York
$636K -$98.5K -3,540 -13%
KFA
1632
Kelleher Financial Advisors
New York
$635K -$147K -5,288 -18%
KP
1633
Keel Point
Alabama
$634K -$20.3K -731 -3%
AWM
1634
Avior Wealth Management
Nebraska
$633K -$49.7K -1,784 -7%
IWA
1635
Inspirion Wealth Advisors
Illinois
$633K – – –
PCM
1636
Penserra Capital Management
California
$631K +$93.4K +3,355 +17%
FWM
1637
Focused Wealth Management
New York
$629K +$104K +3,738 +19%
CWM
1638
Chesapeake Wealth Management
Virginia
$629K +$651K +23,374 New
OLA
1639
Oliver Luxxe Assets
New Jersey
$625K -$29K -1,041 -4%
BWL
1640
Bogart Wealth LLC
Virginia
$621K +$131K +4,703 +26%
PAM
1641
Peak Asset Management
Colorado
$620K -$76.7K -2,756 -11%
FDCC
1642
Foster Dykema Cabot & Co
Massachusetts
$620K – – –
BI
1643
Ballast Inc
Kentucky
$620K +$48.9K +1,758 +8%
ACA
1644
Atlas Capital Advisors
Wyoming
$618K +$639K +22,970 New
BFC
1645
Bedel Financial Consulting
Indiana
$618K -$75K -2,693 -10%
CFSG
1646
Community Financial Services Group
Vermont
$618K +$79.1K +2,843 +14%
B
1647
Brightworth
Georgia
$615K -$27.5K -989 -4%
HCC
1648
Hirtle Callaghan & Co
Pennsylvania
$613K – – –
SM
1649
Salzhauer Michael
$613K +$136K +4,899 +27%
QPWM
1650
Quadrant Private Wealth Management
Pennsylvania
$612K +$61.5K +2,211 +11%
64 65
66
67 68