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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1701
ShoreHaven Wealth Partners
New Jersey
$309K +$3.73K +236 +1%
KWA
1702
Kellett Wealth Advisors
Ohio
$309K -$7.78K -493 -3%
MA
1703
MCF Advisors
Kentucky
$308K -$12.4K -788 -4%
NCM
1704
NCM Capital Management
New Jersey
$308K +$15.4K +975 +6%
CIA
1705
Compass Ion Advisors
Pennsylvania
$307K -$71.2K -4,508 -20%
KLWA
1706
Kelly Lawrence W & Associates
California
$307K – – –
SAA
1707
Southeast Asset Advisors
Georgia
$305K -$14.9K -942 -5%
WCAMG
1708
Woodard & Company Asset Management Group
North Carolina
$305K – – –
SMA
1709
Sage Mountain Advisors
Georgia
$305K +$66.4K +4,207 +30%
WA
1710
Waddell & Associates
Tennessee
$305K -$195K -12,343 -41%
FFB
1711
First Financial Bankshares
Texas
$304K +$286K +18,143 New
BF
1712
Blankinship & Foster
California
$304K +$19.5K +1,235 +7%
WDG
1713
Wealth Dimensions Group
Ohio
$303K -$32 -2 -0%
AT
1714
Arden Trust
Delaware
$303K -$6.32K -400 -2%
APC
1715
Aspire Private Capital
North Carolina
$302K -$458 -29 -0.2%
KDA
1716
Kraft Davis & Associates
Missouri
$302K +$277K +17,543 New
CA
1717
Cornerstone Advisory
Maryland
$302K -$8.78K -556 -3%
HT
1718
Heritage Trust
Oklahoma
$302K -$33.9K -2,146 -11%
HGWM
1719
Horst & Graben Wealth Management
Oregon
$302K -$93.8K -5,943 -25%
OP
1720
Oldfield Partners
United Kingdom
$300K +$283K +17,900 New
MPI
1721
Mairs & Power Inc
Minnesota
$300K -$83.7K -5,300 -23%
HFS
1722
HBC Financial Services
Washington
$299K -$92.9K -5,886 -25%
AF
1723
Advisornet Financial
Minnesota
$299K -$64.8K -4,104 -19%
LSA
1724
Lion Street Advisors
Texas
$298K +$31.7K +2,010 +13%
WEG
1725
World Equity Group
Illinois
$298K +$20.4K +1,289 +8%
67 68
69
70 71