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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
1701
Blake Schutter Theil Wealth Advisors
Ohio
$542K -$7.58K -267 -1%
WMA
1702
West Michigan Advisors
Michigan
$540K +$266K +9,371 +96%
GAA
1703
Guardian Asset Advisors
Pennsylvania
$539K -$43.6K -1,534 -7%
SAM
1704
Strive Asset Management
Ohio
$539K -$30.1K -1,061 -5%
ZBNA
1705
Zions Bancorporation, National Association
Utah
$537K -$3.68M -129,594 -87%
PWM
1706
Prentice Wealth Management
New York
$537K +$241K +8,502 +81%
AP
1707
Appleton Partners
Massachusetts
$535K +$35.3K +1,242 +7%
MWPCG
1708
Measured Wealth Private Client Group
New Hampshire
$535K -$2.33K -82 -0.4%
WP
1709
Westmount Partners
California
$535K -$2.64K -93 -0.5%
FG
1710
Foster Group
Iowa
$535K +$795 +28 +0.1%
CSB
1711
City State Bank
Iowa
$534K – – –
OC
1712
Opinicus Capital
Florida
$533K +$60.1K +2,116 +13%
HFP
1713
Holistic Financial Partners
Indiana
$533K +$112K +3,930 +26%
LAM
1714
Lingohr Asset Management
Germany
$532K -$77.3K -2,722 -13%
WAG
1715
Wheelhouse Advisory Group
Missouri
$532K -$124K -4,379 -19%
RSWM
1716
Robertson Stephens Wealth Management
California
$532K +$71.2K +2,509 +15%
AAS
1717
Annex Advisory Services
Wisconsin
$531K +$49.8K +1,754 +10%
FC
1718
Farringdon Capital
United Kingdom
$531K +$533K +18,786 New
HAIM
1719
Hunter Associates Investment Management
Pennsylvania
$530K – – –
VFG
1720
Valley Financial Group
Pennsylvania
$530K +$29.9K +1,054 +6%
LGG
1721
Luts & Greenleigh Group
Maryland
$528K +$4.23K +149 +0.8%
CPBTD
1722
Central Pacific Bank - Trust Division
Hawaii
$528K -$1.33K -47 -0.3%
CCFCSB
1723
Cape Cod Five Cents Savings Bank
Massachusetts
$528K – – –
EAM
1724
Evanson Asset Management
California
$527K +$285K +10,030 +116%
MHIC
1725
Marble Harbor Investment Counsel
Massachusetts
$526K -$19.9K -700 -4%
67 68
69
70 71