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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1701
Manchester Financial
California
$313K +$1.45K +85 +0.5%
FP
1702
Financial Perspectives
Minnesota
$313K -$73.5K -4,306 -20%
SC
1703
SouthState Corp
Florida
$313K -$44K -2,575 -13%
KWA
1704
Kellett Wealth Advisors
Ohio
$312K -$11.3K -661 -4%
PGAM
1705
Princeton Global Asset Management
New Jersey
$310K -$13.8K -807 -4%
LMKC
1706
L.M. Kohn & Company
Ohio
$310K +$18.4K +1,077 +7%
OC
1707
Opinicus Capital
Florida
$309K +$2.25K +132 +0.8%
TFCP
1708
Twin Focus Capital Partners
Massachusetts
$309K -$171K -10,000 -36%
FMB
1709
Field & Main Bank
Kentucky
$308K +$8.67K +508 +3%
FA
1710
Financial Advisors
Massachusetts
$308K +$188 +11 +0.1%
AT
1711
Arden Trust
Delaware
$307K -$9.84K -576 -3%
SAA
1712
Southeast Asset Advisors
Georgia
$307K -$13.3K -779 -4%
CIA
1713
Compass Ion Advisors
Pennsylvania
$306K -$15.2K -889 -5%
PL
1714
Parthenon LLC
Kentucky
$306K -$207K -12,142 -41%
HFP
1715
Holistic Financial Partners
Indiana
$306K +$12.7K +743 +4%
WDG
1716
Wealth Dimensions Group
Ohio
$306K -$11.8K -690 -4%
BW
1717
BIP Wealth
Georgia
$305K +$1.73K +101 +0.6%
PSCM
1718
Per Stirling Capital Management
Texas
$305K +$9.94K +582 +3%
VBCG
1719
Valley Brook Capital Group
Pennsylvania
$305K -$74.9K -4,384 -20%
GDP
1720
Great Diamond Partners
Maine
$304K +$24.9K +1,457 +9%
FFN
1721
Focus Financial Network
Minnesota
$303K -$1.23M -72,314 -80%
CS
1722
Cannell & Spears
New York
$303K -$22.2K -1,300 -7%
WKWM
1723
Walter & Keenan Wealth Management
Indiana
$303K -$38.3K -2,240 -12%
FPCP
1724
Fort Point Capital Partners
California
$302K +$1.6K +94 +0.6%
AFPL
1725
Advus Financial Partners, LLC
Florida
$302K +$17.9K +1,046 +6%
67 68
69
70 71