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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1701
Charles Schwab Trust
Nevada
$701K +$53K +2,457 +8%
TWP
1702
Tower Wealth Partners
Pennsylvania
$700K +$695K +32,238 New
RW
1703
Rede Wealth
Virginia
$699K +$694K +32,176 New
GP
1704
Girard Partners
Pennsylvania
$697K -$503K -23,317 -42%
CCM
1705
Carlson Capital Management
Minnesota
$697K +$14.1K +656 +2%
ACI
1706
Alpha Cubed Investments
California
$697K +$136K +6,315 +25%
SF
1707
Symphony Financial
Texas
$696K +$45.2K +2,095 +7%
CPIG
1708
Chicago Partners Investment Group
Illinois
$696K +$65.9K +3,057 +11%
FBB
1709
Fulton Breakefield Broenniman
Maryland
$695K -$212K -9,842 -24%
CWM
1710
Cahaba Wealth Management
Georgia
$695K +$72.3K +3,351 +12%
IFWM
1711
Institute for Wealth Management
Colorado
$694K -$238K -11,036 -26%
MCM
1712
Maple Capital Management
Vermont
$694K – – –
PFA
1713
Pettinga Financial Advisors
Indiana
$693K -$258K -11,977 -27%
FAM
1714
Formidable Asset Management
Ohio
$691K -$11.8K -548 -2%
GA
1715
Greytown Advisors
Florida
$690K -$84.9K -3,935 -11%
CFD
1716
Creative Financial Designs
Indiana
$690K -$841 -39 -0.1%
FPWM
1717
FSB Premier Wealth Management
Iowa
$690K +$686K +31,799 New
BWCS
1718
Beirne Wealth Consulting Services
Connecticut
$683K -$73.7K -3,419 -10%
CNC
1719
Citizens & Northern Corp
Pennsylvania
$681K – – –
ISWM
1720
Independent Solutions Wealth Management
New York
$680K -$104K -4,836 -13%
LIG
1721
Lokken Investment Group
Delaware
$679K +$674K +31,269 New
AIL
1722
AGF Investments LLC
Ontario, Canada
$672K -$237K -10,970 -26%
NEWAS
1723
N.E.W. Advisory Services
Wisconsin
$670K -$12.9K -597 -2%
IIC
1724
Integrated Investment Consultants
Michigan
$670K +$107K +4,957 +19%
AF
1725
Affiance Financial
Minnesota
$668K +$387K +17,949 +140%
67 68
69
70 71