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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1651
Legacy Private Trust
Wisconsin
$464K -$74.5K -2,503 -15%
HPWM
1652
Highland Private Wealth Management
Washington
$464K +$2.35K +79 +0.6%
CFA
1653
Cahill Financial Advisors
Minnesota
$462K -$16.7K -560 -4%
RHJA
1654
Rice Hall James & Associates
California
$462K – – –
CA
1655
Cornerstone Advisory
Maryland
$459K -$3.15K -106 -0.7%
BWP
1656
Baldwin Wealth Partners
Massachusetts
$458K -$1.34M -44,958 -76%
SKK
1657
Shepherd Kaplan Krochuk
Massachusetts
$457K – – –
SAM
1658
Shikiar Asset Management
New York
$456K -$3.93K -132 -0.9%
BMM
1659
Berkshire Money Management
Massachusetts
$456K +$42.1K +1,415 +11%
CA
1660
CapWealth Advisors
Tennessee
$454K -$12K -404 -3%
RCWMU
1661
Rothschild & Co Wealth Management (UK)
United Kingdom
$454K – – –
HM
1662
Harvest Management
New York
$454K +$165K +5,561 +67%
PAM
1663
PT Asset Management
Illinois
$454K +$414K +13,902 New
BCM
1664
Beddow Capital Management
Wyoming
$452K -$477K -16,020 -54%
SDWMA
1665
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K -$16.4K -551 -4%
OAM
1666
Occidental Asset Management
California
$450K +$70.8K +2,380 +21%
MWM
1667
Merriman Wealth Management
Washington
$445K +$28.4K +953 +8%
SC
1668
Saturna Capital
Washington
$441K – – –
VNA
1669
VNBTrust National Association
Virginia
$440K +$32K +1,076 +9%
AWA
1670
Arete Wealth Advisors
Illinois
$438K -$47.9K -1,608 -11%
SFM
1671
Signature Financial Management
Virginia
$437K +$476 +16 +0.1%
VCM
1672
Vigilant Capital Management
Maine
$436K +$46.2K +1,551 +13%
KL
1673
Kinsight LLC
Alabama
$434K – – –
RIG
1674
Roosevelt Investment Group
New York
$434K +$11.7K +394 +3%
CAM
1675
Congress Asset Management
Massachusetts
$433K -$218K -7,315 -36%
65 66
67
68 69