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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1726
MinichMacGregor Wealth Management
New York
$397K +$11.2K +357 +3%
AEPG
1727
American Economic Planning Group
New Jersey
$394K -$19.4K -615 -5%
WA
1728
WP Advisors
California
$394K +$126 +4 +0%
HCIA
1729
Hochman Cole Investment Advisors
Illinois
$393K -$11K -351 -3%
DA
1730
Dillon & Associates
Michigan
$393K +$151K +4,805 +63%
EWM
1731
Empirical Wealth Management
Washington
$391K -$85.2K -2,708 -18%
HC
1732
Hendley & Co
Ohio
$388K +$7.87K +250 +2%
PFA
1733
Pure Financial Advisors
California
$387K +$44.5K +1,415 +13%
KL
1734
Kinsight LLC
Alabama
$386K -$10.4K -331 -3%
SFA
1735
Stewardship Financial Advisors
Georgia
$385K +$16.2K +516 +4%
LCM
1736
Liberty Capital Management
Michigan
$384K – – –
BWP
1737
Baldwin Wealth Partners
Massachusetts
$383K -$32.1K -1,019 -8%
MFT
1738
Moisand Fitzgerald Tamayo
Florida
$380K -$7.3K -232 -2%
TG
1739
TLP Group
Illinois
$380K +$381K +12,115 New
PA
1740
Planning Alternatives
Michigan
$378K +$167K +5,296 +78%
RIG
1741
Roosevelt Investment Group
New York
$375K -$35.2K -1,117 -9%
SBL
1742
Sargent Bickham Lagudis
Colorado
$374K +$30.2K +961 +9%
GC
1743
Gilbert & Cook
Iowa
$374K +$30.9K +982 +9%
LPT
1744
Legacy Private Trust
Wisconsin
$371K -$65.6K -2,086 -15%
CIP
1745
Capital Insight Partners
Arizona
$369K -$10.1K -320 -3%
BWAM
1746
Boyd Watterson Asset Management
Ohio
$369K – – –
AF
1747
Affiance Financial
Minnesota
$368K -$27.3K -869 -7%
BWFM
1748
Bridgewater Wealth & Financial Management
Maryland
$368K +$29.8K +947 +9%
FBA
1749
Front Barnett Associates
Illinois
$367K -$24.4K -774 -6%
ICM
1750
IMS Capital Management
Oregon
$367K -$3.34K -106 -0.9%
68 69
70
71 72