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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1726
Americana Partners
Texas
$616K +$227K +9,971 +54%
RG
1727
Renaissance Group
Kentucky
$614K -$27.3K -1,198 -4%
IFWM
1728
Institute for Wealth Management
Colorado
$613K -$46.8K -2,056 -7%
CRC
1729
Curi RMB Capital
Illinois
$612K -$18.9K -830 -3%
GA
1730
Geller Advisors
New York
$612K +$6.89K +303 +1%
DWM
1731
Dakota Wealth Management
Florida
$611K -$230K -10,105 -26%
KTC
1732
Kistler-Tiffany Companies
Pennsylvania
$610K -$436K -19,179 -41%
PPW
1733
Parcion Private Wealth
Washington
$610K – – –
MBT
1734
Montecito Bank & Trust
California
$610K +$10.5K +462 +2%
RWM
1735
RBA Wealth Management
California
$609K -$197K -8,639 -24%
BWA
1736
Beam Wealth Advisors
Louisiana
$609K -$38.3K -1,682 -6%
AHB
1737
Abner Herrman & Brock
New Jersey
$609K – – –
BWCS
1738
Beirne Wealth Consulting Services
Connecticut
$607K -$21K -923 -3%
CIP
1739
Cornerstone Investment Partners
Georgia
$607K -$4.53K -199 -0.7%
TWM
1740
Tradition Wealth Management
Minnesota
$607K +$86.6K +3,809 +16%
CST
1741
Charles Schwab Trust
Nevada
$606K -$14.9K -653 -2%
WCM
1742
Weik Capital Management
Pennsylvania
$605K +$67.8K +2,979 +12%
ER
1743
Enlightenment Research
Florida
$604K -$1.03M -45,413 -62%
LGA
1744
Lebenthal Global Advisors
New York
$604K +$4.53K +199 +0.7%
EIP
1745
Ellis Investment Partners
Pennsylvania
$604K +$6.67K +293 +1%
SW
1746
SkyOak Wealth
Michigan
$603K -$107K -4,715 -15%
ACP
1747
Aveo Capital Partners
Colorado
$603K -$2.8K -123 -0.4%
MCCP
1748
Mission Creek Capital Partners
California
$602K +$1.41K +62 +0.2%
CFFP
1749
Center for Financial Planning
Michigan
$602K +$24.4K +1,071 +4%
CL
1750
CPWM LLC
Washington
$600K -$58.6K -2,576 -9%
68 69
70
71 72