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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1701
Meadow Creek Wealth Advisors
Georgia
$978K +$956K +33,120 New
CCM
1702
Community Capital Management
Florida
$977K – – –
KSCM
1703
Kamunting Street Capital Management
Florida
$977K – – –
LC
1704
LCNB Corp
Ohio
$976K -$3.32K -115 -0.3%
PGIM
1705
Pacific Global Investment Management
California
$974K +$92.7K +3,211 +11%
CFA
1706
Cahill Financial Advisors
Minnesota
$973K -$18K -624 -2%
AWA
1707
Acorn Wealth Advisors
Michigan
$972K +$7.57K +262 +0.8%
TFCM
1708
Taylor Frigon Capital Management
Arizona
$967K -$20.5K -709 -2%
SIC
1709
Samalin Investment Counsel
New York
$967K +$946K +32,772 New
LDFR
1710
Lehman & Derafelo Financial Resources
Pennsylvania
$966K +$55.9K +1,936 +6%
CC
1711
Cypress Capital
Tennessee
$965K +$35.5K +1,230 +4%
CA
1712
Capital Advantage
California
$964K -$71.5K -2,475 -7%
AWM
1713
Altavista Wealth Management
North Carolina
$964K -$58.4K -2,021 -6%
CFG
1714
Cooper Financial Group
California
$964K +$62.8K +2,176 +7%
FC
1715
Financial Consulate
Maryland
$964K +$185K +6,404 +24%
GAM
1716
Gemmer Asset Management
California
$959K +$2.25K +78 +0.2%
TAM
1717
Trillium Asset Management
Massachusetts
$958K -$684K -23,704 -42%
LCM
1718
Leisure Capital Management
California
$958K -$29.2K -1,011 -3%
RWP
1719
RWA Wealth Partners
Massachusetts
$957K +$35.2K +1,219 +4%
DBT
1720
Dubuque Bank & Trust
Iowa
$955K -$66.9K -2,318 -7%
RFN
1721
RDA Financial Network
Iowa
$954K -$6.47K -224 -0.7%
MAM
1722
Mastrapasqua Asset Management
Tennessee
$953K -$8.98K -311 -1%
CST
1723
Charles Schwab Trust
Nevada
$946K +$427K +14,804 +86%
GFS
1724
GYL Financial Synergies
Connecticut
$941K +$50.2K +1,739 +6%
IF
1725
IRON Financial
Illinois
$941K +$103K +3,584 +13%
67 68
69
70 71