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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1626
RWA Wealth Partners
Massachusetts
$539K -$1.81K -97 -0.3%
CC
1627
Commons Capital
Massachusetts
$539K +$542K +29,021 New
TIA
1628
Trust Investment Advisors
Indiana
$538K -$244K -13,060 -31%
AI
1629
Accredited Investors
Minnesota
$538K +$206 +11 +0%
DFA
1630
Delta Financial Advisors
Louisiana
$537K -$708K -37,856 -57%
DAC
1631
Dividend Assets Capital
South Carolina
$536K -$56 -3 -0%
RWM
1632
RBA Wealth Management
California
$535K +$17.3K +927 +3%
ROTUOC
1633
Regents of the University of California
California
$534K – – –
CA
1634
CGN Advisors
Kansas
$534K +$12K +642 +2%
PA
1635
PSI Advisors
Florida
$532K -$42.2K -2,259 -7%
RC
1636
RBO & Co
California
$532K – – –
JGUA
1637
John G. Ullman & Associates
New York
$531K -$17M -909,140 -97%
CCWA
1638
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$531K +$120K +6,430 +29%
WE
1639
Wealth Effects
Massachusetts
$530K +$533K +28,507 New
TPWM
1640
Twelve Points Wealth Management
Massachusetts
$529K +$532K +28,478 New
ET
1641
Equitable Trust
Tennessee
$528K -$694K -37,135 -57%
APG
1642
Abacus Planning Group
South Carolina
$525K +$193K +10,298 +57%
TA
1643
TFG Advisers
Michigan
$524K -$781K -41,754 -60%
IC
1644
Inverness Counsel
New York
$524K -$377K -20,154 -42%
DWM
1645
Dakota Wealth Management
Florida
$524K -$66.8K -3,576 -11%
BWM
1646
BT Wealth Management
Georgia
$523K +$136K +7,279 +35%
MWC
1647
MBM Wealth Consultants
Missouri
$522K -$418K -22,360 -44%
AF
1648
Aldebaran Financial
$522K -$273K -14,587 -34%
HFG
1649
Heron Financial Group
New York
$522K -$22.3K -1,191 -4%
ERIC
1650
Eagle Rock Investment Company
Georgia
$522K +$525K +28,069 New
64 65
66
67 68