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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1651
Private Portfolio Partners
New Jersey
$334K -$36.5K -2,137 -10%
NFC
1652
Northeast Financial Consultants
Connecticut
$334K +$80.4K +4,709 +33%
HT
1653
Heritage Trust
Oklahoma
$333K +$16.5K +964 +5%
RZH
1654
Relyea Zuckerberg Hanson
Connecticut
$332K +$7.63K +447 +2%
FFA
1655
First Foundation Advisors
California
$332K -$25.4K -1,487 -7%
OL
1656
Optas LLC
Texas
$332K +$2.46K +144 +0.8%
RGC
1657
Roberts, Glore & Co
Illinois
$331K – – –
BFO
1658
Boston Family Office
Massachusetts
$331K – – –
MWM
1659
Mosley Wealth Management
California
$331K +$321K +18,781 New
OLA
1660
Oliver Luxxe Assets
New Jersey
$330K -$16.1K -943 -5%
SFG
1661
Socha Financial Group
New York
$330K +$3.33K +195 +1%
ECM
1662
Exchange Capital Management
Michigan
$330K +$4.7K +275 +1%
CAI
1663
Capital Advisors Inc
Oklahoma
$330K -$6.04M -353,860 -95%
AW
1664
Atlas Wealth
Ohio
$329K -$15.3K -897 -5%
NGA
1665
Naples Global Advisors
Florida
$329K -$54.1K -3,166 -14%
LW
1666
Lauer Wealth
Indiana
$329K -$6.98K -409 -2%
CAWM
1667
Capital Advisors Wealth Management
Washington
$328K +$67.6K +3,958 +27%
MCM
1668
Monarch Capital Management
Indiana
$327K -$18.8K -1,100 -6%
VAS
1669
Vestmark Advisory Solutions
Massachusetts
$327K +$102K +5,994 +48%
CBC
1670
Coombe, Bender & Co
New York
$326K -$186K -10,885 -37%
SCM
1671
Schnieders Capital Management
California
$325K -$10.1K -593 -3%
OL
1672
OneFund LLC
Florida
$325K -$6.22K -364 -2%
CA
1673
Cornerstone Advisory
Maryland
$325K +$7.87K +461 +3%
EB
1674
Exchange Bank
California
$324K -$2.53K -148 -0.8%
VCG
1675
Vantage Consulting Group
Virginia
$324K -$495 -29 -0.2%
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