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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1651
Wealth Effects
Massachusetts
$575K -$625 -22 -0.1%
TGIA
1652
Torrey Growth & Income Advisors
California
$574K +$578K +20,342 New
KIM
1653
Kestra Investment Management
Texas
$574K +$3.63K +128 +0.6%
WAG
1654
Winthrop Advisory Group
Massachusetts
$572K -$3.49K -123 -0.6%
PHS
1655
Pekin Hardy Strauss
Illinois
$572K +$5.96K +210 +1%
PWP
1656
Phillips Wealth Planners
Mississippi
$571K +$405K +14,246 +182%
WIC
1657
Wilkins Investment Counsel
Massachusetts
$570K +$19.9K +700 +4%
LGWM
1658
Litman Gregory Wealth Management
California
$569K -$7.1K -250 -1%
QC
1659
Quent Capital
New York
$569K +$9.91K +349 +2%
BCM
1660
Boltwood Capital Management
California
$568K +$2.84K +100 +0.5%
FNBOO
1661
First National Bank of Omaha
Nebraska
$567K -$12K -422 -2%
FFN
1662
Focus Financial Network
Minnesota
$566K -$21.5K -758 -4%
UAS
1663
United Asset Strategies
New York
$565K -$58.1K -2,045 -9%
MCWS
1664
McKinley Carter Wealth Services
West Virginia
$564K +$9.82K +346 +2%
GAA
1665
Global Assets Advisory
Florida
$564K +$76.3K +2,687 +16%
CCWA
1666
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$564K +$567K +19,963 New
SWP
1667
Summit Wealth Partners
Florida
$563K -$1.22K -43 -0.2%
OWA
1668
Outlook Wealth Advisors
Texas
$563K +$566K +19,924 New
KA
1669
Klingman & Associates
New York
$562K +$23.3K +819 +4%
CA
1670
Crumly & Associates
Illinois
$561K -$14.3K -503 -2%
QP
1671
Quilter Plc
United Kingdom
$559K -$284 -10 -0.1%
HIIFS
1672
Harel Insurance Investments & Financial Services
Israel
$559K -$33K -1,161 -6%
RPGK
1673
Retirement Planning Group (Kansas)
Kansas
$559K +$161K +5,683 +40%
CWMS
1674
Cannon Wealth Management Services
North Carolina
$558K -$57.3K -2,019 -9%
GWA
1675
Gibson Wealth Advisors
Texas
$557K – – –
65 66
67
68 69