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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1701
OneAscent Investment Solutions
Alabama
$395K +$29.9K +1,205 +7%
GBT
1702
Grove Bank & Trust
Florida
$394K – – –
WW
1703
Waterfront Wealth
Kansas
$393K +$23.8K +960 +5%
FCA
1704
Fortis Capital Advisors
Kansas
$393K +$111K +4,478 +31%
RWA
1705
Redhawk Wealth Advisors
Minnesota
$393K -$31K -1,248 -6%
GAA
1706
Guardian Asset Advisors
Pennsylvania
$392K +$3.72K +150 +0.8%
OL
1707
OneFund LLC
Florida
$392K -$14K -563 -3%
TC
1708
Trilogy Capital
California
$391K -$84.5K -3,404 -15%
JSL
1709
JT Stratford LLC
Georgia
$391K +$571 +23 +0.1%
RLH
1710
RD Lewis Holdings
Florida
$390K +$49.6K +1,997 +14%
WP
1711
Westmount Partners
California
$390K -$17.2K -693 -4%
TDB
1712
Thompson David Blair
$390K -$116K -4,686 -20%
UWP
1713
Uniting Wealth Partners
Kansas
$389K -$94K -3,788 -17%
RMAM
1714
Raab & Moskowitz Asset Management
New Jersey
$388K -$5.04K -203 -1%
CFA
1715
CWS Financial Advisors
Michigan
$388K +$4.57K +184 +1%
AA
1716
AlphaCentric Advisors
Puerto Rico
$387K +$27K +1,088 +6%
SC
1717
Schiavi & Co
Delaware
$387K +$464K +18,675 New
WAG
1718
Wheelhouse Advisory Group
Missouri
$386K +$20.7K +834 +5%
CG
1719
CFO4Life Group
Texas
$385K -$76.2K -3,070 -14%
BAAM
1720
Baker Avenue Asset Management
California
$385K +$6.63K +267 +1%
AAM
1721
Auxier Asset Management
Oregon
$385K – – –
FB
1722
Finward Bancorp
Indiana
$384K -$6.7K -270 -1%
AWM
1723
Arista Wealth Management
Nevada
$384K +$460K +18,545 New
IRP
1724
Investment Research Partners
Pennsylvania
$384K +$4.44K +179 +1%
WAG
1725
Winthrop Advisory Group
Massachusetts
$384K -$8.96K -361 -2%
67 68
69
70 71