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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1751
Ridgewood Investments
New Jersey
$554K – – –
KM
1752
Kalos Management
Georgia
$554K +$155K +6,640 +38%
AWM
1753
AllSquare Wealth Management
New York
$551K -$34.8K -1,497 -6%
BA
1754
BKS Advisors
Michigan
$551K -$21.5K -924 -3%
IWP
1755
Icon Wealth Partners
Texas
$550K -$44.3K -1,905 -7%
MIH
1756
Madison Investment Holdings
Wisconsin
$550K -$21.3K -913 -3%
GG
1757
GenWealth Group
New Jersey
$549K -$9.59K -412 -2%
SFWC
1758
Strategic Family Wealth Counselors
New Jersey
$547K +$591K +25,368 New
CCT
1759
Chemung Canal Trust
New York
$546K -$147K -6,301 -20%
RTS
1760
Round Table Services
New Jersey
$546K -$19.6K -842 -3%
PCMC
1761
Paragon Capital Management (Colorado)
Colorado
$545K +$16.9K +725 +3%
PWMG
1762
Prestige Wealth Management Group
New Jersey
$544K +$588K +25,238 New
WA
1763
WP Advisors
California
$542K -$5.42K -233 -0.9%
FCH
1764
Freestone Capital Holdings
Washington
$541K -$86.2K -3,702 -13%
PIA
1765
Peachtree Investment Advisors
Georgia
$540K -$33.8K -1,451 -5%
KLCM
1766
KG&L Capital Management
Louisiana
$540K +$579K +24,855 New
QI
1767
Qtron Investments
Massachusetts
$538K +$581K +24,976 New
CFG
1768
Cooper Financial Group
California
$537K +$580K +24,915 New
CWM
1769
Cordatus Wealth Management
Pennsylvania
$536K +$579K +24,865 New
PWPS
1770
Pinnacle Wealth Planning Services
Ohio
$535K -$320K -13,752 -36%
HCP
1771
Holt Capital Partners
Texas
$535K +$75K +3,221 +15%
CAM
1772
Cresset Asset Management
Illinois
$535K +$577K +24,806 New
MWM
1773
Merriman Wealth Management
Washington
$534K -$21.2K -909 -4%
CC
1774
Cypress Capital
Tennessee
$534K +$577K +24,779 New
GRP
1775
Global Retirement Partners
California
$532K +$9.61K +413 +2%
69 70
71
72 73