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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1651
Summit Wealth Partners
Florida
$464K – – –
MCWS
1652
McKinley Carter Wealth Services
West Virginia
$462K -$17.7K -786 -4%
CCP
1653
Clough Capital Partners
Massachusetts
$462K – – –
FNT
1654
First Nebraska Trust
Nebraska
$461K -$39.7K -1,765 -8%
DWM
1655
Diversify Wealth Management
Utah
$459K +$66.1K +2,936 +16%
FP
1656
Financial Perspectives
Minnesota
$458K +$32.2K +1,431 +8%
VA
1657
Valmark Advisers
Ohio
$457K -$22.9K -1,019 -5%
LWM
1658
Liberty Wealth Management
California
$457K -$8.87K -394 -2%
PCMH
1659
Polymer Capital Management (HK)
Hong Kong
$455K +$450K +20,000 New
PWM
1660
Palacios Wealth Management
Florida
$455K +$466K +20,718 New
FWMP
1661
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$453K +$448K +19,894 New
AF
1662
Advisornet Financial
Minnesota
$452K -$15K -665 -3%
HCMG
1663
Howard Capital Management Group
California
$452K – – –
SWA
1664
SOA Wealth Advisors
New York
$451K +$9.03K +401 +2%
BW
1665
BIP Wealth
Georgia
$449K +$78.1K +3,471 +21%
SC
1666
SouthState Corp
Florida
$449K +$6.05K +269 +1%
RFN
1667
RDA Financial Network
Iowa
$449K -$73.6K -3,270 -14%
MQWP
1668
Morey & Quinn Wealth Partners
Nebraska
$448K +$443K +19,689 New
PPC
1669
Park Place Capital
Alabama
$448K -$149K -6,621 -25%
BSTWA
1670
Blake Schutter Theil Wealth Advisors
Ohio
$448K +$203 +9 +0%
FA
1671
FDx Advisors
Illinois
$447K -$43.4K -1,927 -9%
MFWP
1672
Mosaic Family Wealth Partners
Missouri
$447K +$71.6K +3,180 +19%
FFN
1673
Focus Financial Network
Minnesota
$447K -$13.6K -603 -3%
TF
1674
Trek Financial
Arizona
$445K -$20.5K -913 -4%
SP
1675
Successful Portfolios
Florida
$445K +$11.6K +515 +3%
65 66
67
68 69