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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1651
Miracle Mile Advisors
California
$593K -$155K -7,366 -20%
HGWM
1652
Horst & Graben Wealth Management
Oregon
$592K +$1.76K +84 +0.3%
AI
1653
Accredited Investors
Minnesota
$591K -$147K -7,018 -20%
CL
1654
CPWM LLC
Washington
$591K +$28.3K +1,346 +5%
SWP
1655
Summit Wealth Partners
Florida
$590K +$30.5K +1,451 +5%
VFA
1656
Voya Financial Advisors
Connecticut
$590K -$91.3K -4,348 -13%
GL
1657
Graypoint LLC
New York
$590K +$138K +6,582 +29%
NPP
1658
New Potomac Partners
Maryland
$589K -$45.7K -2,175 -7%
WW
1659
Waterfront Wealth
Kansas
$589K -$3.65K -174 -0.6%
DAC
1660
Dividend Assets Capital
South Carolina
$589K – – –
RC
1661
Roundview Capital
New Jersey
$589K +$146K +6,930 +32%
PCG
1662
Private Capital Group
Connecticut
$588K -$22.5K -1,069 -4%
CBA
1663
Coastal Bridge Advisors
Connecticut
$588K +$3.26K +155 +0.5%
SW
1664
SkyOak Wealth
Michigan
$588K +$22.4K +1,067 +4%
ACA
1665
Aptus Capital Advisors
Alabama
$586K -$146K -6,926 -19%
ROTUOC
1666
Regents of the University of California
California
$586K – – –
LI
1667
Lafayette Investments
Maryland
$586K +$42 +2 +0%
TFS
1668
Thoroughbred Financial Services
Tennessee
$585K -$307K -14,611 -34%
RC
1669
RBO & Co
California
$585K – – –
CFSG
1670
Community Financial Services Group
Vermont
$583K +$66.5K +3,164 +12%
PG
1671
Patten Group
Tennessee
$582K -$39.5K -1,881 -6%
BWA
1672
Beam Wealth Advisors
Louisiana
$581K +$9.79K +466 +2%
LA
1673
LexAurum Advisors
Kansas
$579K -$56.8K -2,702 -9%
SAM
1674
Sequent Asset Management
Texas
$578K -$32.5K -1,545 -5%
TWM
1675
Tradition Wealth Management
Minnesota
$578K +$8.07K +384 +1%
65 66
67
68 69