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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1651
West Branch Capital
Massachusetts
$762K -$832K -38,586 -52%
BMC
1652
Benin Management Corp
Connecticut
$760K -$15.8K -734 -2%
AFAS
1653
Acorn Financial Advisory Services
Virginia
$760K +$27.5K +1,277 +4%
GIA
1654
Gladstone Institutional Advisory
Florida
$760K +$42K +1,948 +6%
CAM
1655
Cozad Asset Management
Illinois
$758K -$26.2K -1,213 -3%
SIA
1656
Strategic Investment Advisors
Michigan
$756K +$44.6K +2,067 +6%
KFA
1657
Kelleher Financial Advisors
New York
$756K +$108K +5,010 +17%
CG
1658
CFO4Life Group
Texas
$754K +$25K +1,158 +3%
OFS
1659
OneAscent Financial Services
Alabama
$753K -$619K -28,724 -45%
TI
1660
Truehand Inc
New Hampshire
$751K – – –
DTC
1661
Davidson Trust Company
Washington
$750K -$57.2K -2,653 -7%
AAM
1662
Augustine Asset Management
Florida
$749K -$70.6K -3,274 -9%
GG
1663
Gleason Group
Kentucky
$747K -$21.1K -978 -3%
MIM
1664
Moseley Investment Management
Florida
$746K -$221K -10,271 -23%
EWM
1665
Executive Wealth Management
Michigan
$740K -$51.5K -2,390 -7%
SEP
1666
Southland Equity Partners
Missouri
$740K +$735K +34,061 New
PG
1667
Patten Group
Tennessee
$739K -$228K -10,557 -24%
FA
1668
Financial Advisors
Massachusetts
$739K +$182K +8,420 +33%
KCA
1669
Karn Couzens & Associates
Connecticut
$739K +$734K +34,043 New
APC
1670
Aspire Private Capital
North Carolina
$734K -$114K -5,295 -14%
PPSG
1671
Princeton Portfolio Strategies Group
New Jersey
$732K -$125K -5,812 -15%
CPC
1672
Congress Park Capital
New York
$731K +$48.5K +2,251 +7%
CL
1673
CPWM LLC
Washington
$731K +$52.6K +2,437 +8%
T
1674
TOBAM
France
$726K +$23.4K +1,084 +3%
QIM
1675
Quest Investment Management
Oregon
$723K – – –
65 66
67
68 69