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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1651
GSB Wealth Management
Connecticut
$611K – – –
CPA
1652
Capital Planning Advisors
California
$609K +$106K +3,806 +20%
QCIG
1653
Quad-Cities Investment Group
Iowa
$608K +$631K +22,689 New
FPCP
1654
Fort Point Capital Partners
California
$607K +$125K +4,499 +25%
AIS
1655
AlphaOne Investment Services
Pennsylvania
$607K +$481K +17,273 +328%
KM
1656
Kalos Management
Georgia
$606K -$120K -4,312 -16%
NIM
1657
Nexus Investment Management
Ontario, Canada
$606K – – –
LIA
1658
LBMC Investment Advisors
Tennessee
$605K -$5.07K -182 -0.8%
CS
1659
Credential Securities
$603K -$8.66K -311 -1%
CGA
1660
Crescent Grove Advisors
Illinois
$601K +$7.99K +287 +1%
MCMT
1661
Moon Capital Management (Tennessee)
Tennessee
$601K -$184K -6,611 -23%
LTI
1662
Laffer Tengler Investments
Tennessee
$598K +$32.1K +1,154 +5%
ANBT
1663
American National Bank & Trust
Texas
$598K -$169K -6,063 -21%
FUBT
1664
First United Bank & Trust
Maryland
$596K -$31.3K -1,125 -5%
FCH
1665
Freestone Capital Holdings
Washington
$592K -$202K -7,241 -25%
GHA
1666
GW Henssler & Associates
Georgia
$592K -$78.9K -2,835 -11%
NWM
1667
Northwest Wealth Management
Iowa
$591K -$226K -8,112 -27%
PIA
1668
Pinion Investment Advisors
Kansas
$591K +$611K +21,949 New
BWM
1669
Bernicke Wealth Management
Wisconsin
$590K +$104K +3,725 +20%
ICP
1670
Ironvine Capital Partners
Nebraska
$588K – – –
SBA
1671
Secrest Blakey & Associates
North Carolina
$583K -$2.73K -98 -0.5%
PWAG
1672
Polaris Wealth Advisory Group
California
$581K -$22.1K -795 -4%
NQWM
1673
Northwest Quadrant Wealth Management
Oregon
$581K -$6.43K -231 -1%
FFA
1674
Fragasso Financial Advisors
Pennsylvania
$581K +$7.85K +282 +1%
AWA
1675
Acorn Wealth Advisors
Michigan
$580K +$4.68K +168 +0.7%
65 66
67
68 69