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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1751
Capstone Financial Advisors
Illinois
$600K -$46.7K -2,054 -7%
HCMG
1752
Howard Capital Management Group
California
$598K – – –
SWP
1753
Summit Wealth Partners
Florida
$598K +$23 +1 +0%
CWS
1754
Cypress Wealth Services
California
$596K -$436K -19,170 -41%
GAM
1755
Gemmer Asset Management
California
$596K +$6.89K +303 +1%
BFPW
1756
BOK Financial Private Wealth
Colorado
$593K +$157K +6,907 +34%
BCP
1757
Berkeley Capital Partners
Georgia
$592K -$132K -5,790 -18%
KFC
1758
Klingenstein Fields & Co
New York
$592K +$91.9K +4,041 +17%
AIM
1759
Aigen Investment Management
New York
$592K +$619K +27,219 New
CPSAC
1760
Chas P. Smith & Associates (CPS)
Florida
$591K -$22.9M -1,004,793 -97%
SIC
1761
Samalin Investment Counsel
New York
$591K -$90.4K -3,976 -13%
OAM
1762
Occidental Asset Management
California
$591K -$49.5K -2,175 -7%
PB
1763
Pinnacle Bancorp
Nebraska
$589K -$44.4K -1,953 -7%
WA
1764
WBH Advisory
Maryland
$587K -$152K -6,681 -19%
MCM
1765
Maple Capital Management
Vermont
$587K -$98.1K -4,312 -14%
LWM
1766
Liberty Wealth Management
California
$586K -$44.8K -1,969 -7%
OLA
1767
Oliver Luxxe Assets
New Jersey
$586K +$3.05K +134 +0.5%
WCG
1768
Weaver Consulting Group
California
$586K +$38.2K +1,678 +7%
FFC
1769
First Financial Corp
Indiana
$585K -$614 -27 -0.1%
GWAM
1770
Guardian Wealth Advisors (Minnesota)
Minnesota
$584K +$2.59K +114 +0.4%
OWA
1771
Opal Wealth Advisors
New York
$584K +$335K +14,706 +121%
EW
1772
Evoke Wealth
California
$582K -$18.9K -833 -3%
MFGM
1773
Marshall Financial Group (Maryland)
Maryland
$581K -$4.69K -206 -0.8%
SMA
1774
Sage Mountain Advisors
Georgia
$580K +$194K +8,516 +47%
ARG
1775
Advisory Resource Group
Oklahoma
$579K -$1.86K -82 -0.3%
69 70
71
72 73