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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1626
Oliver Luxxe Assets
New Jersey
$320K -$4.51K -248 -1%
HGWM
1627
Horst & Graben Wealth Management
Oregon
$319K +$4.37K +240 +1%
OIM
1628
Oder Investment Management
California
$319K +$6.93K +381 +2%
MIA
1629
MainStreet Investment Advisors
Illinois
$318K -$146 -8 -0%
PPW
1630
Parcion Private Wealth
Washington
$318K – – –
PSC
1631
Prentiss Smith & Co
Vermont
$318K – – –
FAG
1632
Fortitude Advisory Group
Washington
$317K +$14.1K +774 +4%
IC
1633
Inverness Counsel
New York
$316K +$18.2K +1,000 +5%
CWM
1634
Congress Wealth Management
Massachusetts
$315K -$33.6K -1,849 -8%
BFC
1635
Bedel Financial Consulting
Indiana
$315K -$8.53K -469 -3%
YCM
1636
Yakira Capital Management
Connecticut
$315K – – –
HFG
1637
Heron Financial Group
New York
$315K +$11.6K +640 +3%
SAM
1638
Sequent Asset Management
Texas
$314K -$3.15K -173 -0.8%
SWA
1639
SOA Wealth Advisors
New York
$314K +$3.75K +206 +1%
ASFA
1640
All Season Financial Advisors
Colorado
$314K +$8.26K +454 +2%
CCM
1641
Chimera Capital Management
New York
$314K +$372K +20,437 New
SWP
1642
Summit Wealth Partners
Florida
$314K +$1.78K +98 +0.5%
LS
1643
Leelyn Smith
Illinois
$313K -$58.5K -3,214 -14%
AWA
1644
Arkadios Wealth Advisors
Georgia
$312K -$40.9K -2,248 -10%
AFS
1645
Axiom Financial Strategies
Indiana
$312K +$2.66K +146 +0.7%
ACM
1646
Antonetti Capital Management
Florida
$311K – – –
LWA
1647
Lineweaver Wealth Advisors
Ohio
$311K +$9.73K +535 +3%
TFS
1648
TrustCore Financial Services
Tennessee
$311K +$55.8K +3,065 +18%
PCMF
1649
Private Capital Management (Florida)
Florida
$310K +$368K +20,200 New
BHWM
1650
Beaird Harris Wealth Management
Texas
$309K +$289K +15,883 +374%
64 65
66
67 68