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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1751
Dakota Wealth Management
Florida
$367K – – –
PCMM
1752
Private Capital Management (Minnesota)
Minnesota
$366K -$56.3K -1,788 -13%
ECM
1753
EagleClaw Capital Management
Massachusetts
$365K -$504 -16 -0.1%
ACM
1754
Ashford Capital Management
Delaware
$364K – – –
CCMINC
1755
Cardinal Capital Management Inc (North Carolina)
North Carolina
$364K – – –
PCM
1756
Penserra Capital Management
California
$363K +$164K +5,201 +81%
VFA
1757
Virtus Fund Advisers
Connecticut
$362K – – –
IHL
1758
Investment House LLC
California
$361K -$2.74K -87 -0.8%
CWM
1759
Confluence Wealth Management
Oregon
$361K +$12.3K +392 +4%
OCM
1760
Oakwood Capital Management
California
$358K -$35.6K -1,132 -9%
RPGK
1761
Retirement Planning Group (Kansas)
Kansas
$357K +$10.5K +335 +3%
PIM
1762
Profit Investment Management
Maryland
$354K -$132K -4,207 -27%
WCM
1763
Weik Capital Management
Pennsylvania
$354K – – –
TCMG
1764
TSP Capital Management Group
New Jersey
$349K – – –
MFW
1765
Meristem Family Wealth
Minnesota
$343K -$43.1K -1,371 -11%
RGIA
1766
Rainier Group Investment Advisory
Washington
$343K +$27.1K +861 +9%
CHAM
1767
Clear Harbor Asset Management
Connecticut
$340K +$66.7K +2,119 +24%
NP
1768
NorthRock Partners
Minnesota
$337K -$228K -7,236 -40%
CG
1769
Colony Group
Massachusetts
$336K +$944 +30 +0.3%
WDL
1770
Well Done LLC
Michigan
$336K +$132K +4,202 +65%
VST
1771
Van Strum & Towne
California
$335K – – –
RWG
1772
Regal Wealth Group
California
$333K +$755 +24 +0.2%
EA
1773
Evanston Advisors
Illinois
$331K -$107K -3,399 -24%
AIM
1774
Avity Investment Management
Connecticut
$331K +$4.15K +132 +1%
MAS
1775
Managed Account Services
Florida
$331K +$332K +10,535 New
69 70
71
72 73