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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1676
Donaldson Capital Management
Indiana
$319K -$382K -24,175 -56%
PPW
1677
Parcion Private Wealth
Washington
$319K – – –
TPWM
1678
Twelve Points Wealth Management
Massachusetts
$317K +$12.6K +797 +4%
OL
1679
OneFund LLC
Florida
$317K +$299K +18,908 New
BTW
1680
Boston Trust Walden
Massachusetts
$316K -$26.4K -1,675 -8%
RGC
1681
Roberts, Glore & Co
Illinois
$316K – – –
OP
1682
ORG Partners
Indiana
$315K +$75.1K +4,756 +34%
IIA
1683
IPG Investment Advisors
California
$315K -$15.4K -974 -5%
BFO
1684
Boston Family Office
Massachusetts
$315K -$117K -7,411 -28%
CA
1685
CapWealth Advisors
Tennessee
$314K -$41.2K -2,607 -12%
SAM
1686
Secure Asset Management
Michigan
$314K +$5.78K +366 +2%
MA
1687
MJP Associates
Connecticut
$314K +$53.9K +3,415 +22%
OL
1688
Optas LLC
Texas
$314K +$27.3K +1,728 +10%
AP
1689
Appleton Partners
Massachusetts
$313K -$190K -12,005 -39%
WAG
1690
Winthrop Advisory Group
Massachusetts
$313K +$119K +7,506 +67%
EB
1691
Exchange Bank
California
$312K +$95.3K +6,037 +48%
SFG
1692
Socha Financial Group
New York
$312K -$568 -36 -0.2%
GA
1693
Geller Advisors
New York
$311K -$138K -8,751 -32%
CS
1694
Cannell & Spears
New York
$311K -$21.3K -1,350 -7%
ECM
1695
Exchange Capital Management
Michigan
$310K +$15.8K +1,000 +6%
PCIG
1696
Partners Capital Investment Group
Massachusetts
$310K +$79.9K +5,062 +38%
SOW
1697
State of Wyoming
Wyoming
$310K -$63K -3,993 -18%
PGAM
1698
Princeton Global Asset Management
New Jersey
$310K +$18.3K +1,162 +7%
VCG
1699
Vantage Consulting Group
Virginia
$310K -$68.8K -4,358 -19%
RZH
1700
Relyea Zuckerberg Hanson
Connecticut
$309K +$25.7K +1,626 +10%
66 67
68
69 70