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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1726
FSA Advisors
Michigan
$562K -$19.1K -694 -3%
RFN
1727
RDA Financial Network
Iowa
$562K -$17.1K -622 -3%
VCM
1728
Versant Capital Management
Arizona
$561K +$59.6K +2,162 +13%
CP
1729
Castleview Partners
Texas
$560K +$159K +5,753 +42%
MHIC
1730
Marble Harbor Investment Counsel
Massachusetts
$559K – – –
SFG
1731
Socha Financial Group
New York
$558K +$2.51K +91 +0.5%
NIM
1732
Nexus Investment Management
Ontario, Canada
$556K – – –
KA
1733
Klingman & Associates
New York
$553K +$170K +6,186 +48%
IWN
1734
Independent Wealth Network
Iowa
$551K +$30.8K +1,116 +6%
MWPCG
1735
Measured Wealth Private Client Group
New Hampshire
$551K +$29.1K +1,057 +6%
WCM
1736
WealthBridge Capital Management
Ohio
$549K +$523K +18,987 New
FG
1737
Foster Group
Iowa
$547K +$30.6K +1,109 +6%
CSB
1738
City State Bank
Iowa
$547K -$12.4K -450 -2%
JFG
1739
Jefferies Financial Group
New York
$546K +$136K +4,946 +36%
OL
1740
OneFund LLC
Florida
$546K -$5.84K -212 -1%
AWA
1741
AGH Wealth Advisors
Kansas
$544K +$5.48K +199 +1%
IAG
1742
Investment Advisory Group
Massachusetts
$544K +$18.2K +660 +4%
HAIM
1743
Hunter Associates Investment Management
Pennsylvania
$543K – – –
OIS
1744
OneAscent Investment Solutions
Alabama
$543K +$90.6K +3,287 +21%
CPBTD
1745
Central Pacific Bank - Trust Division
Hawaii
$542K +$354K +12,830 +217%
RIA
1746
Realta Investment Advisors
Delaware
$542K -$136K -4,932 -21%
JWM
1747
Jackson Wealth Management
Florida
$541K +$21.2K +770 +4%
BTWM
1748
Brass Tax Wealth Management
Ohio
$541K -$4.85K -176 -0.9%
SP
1749
Successful Portfolios
Florida
$540K -$10.3K -375 -2%
BHWM
1750
Beaird Harris Wealth Management
Texas
$538K +$19.6K +713 +4%
68 69
70
71 72