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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1751
Grassi Investment Management
California
$346K +$115K +6,000 +50%
OHWP
1752
Oak Harbor Wealth Partners
North Carolina
$345K +$153 +8 +0%
SCM
1753
Sterneck Capital Management
Missouri
$345K +$803 +42 +0.2%
WC
1754
Woodstock Corp
Massachusetts
$345K – – –
FCM
1755
Firestone Capital Management
Florida
$344K +$25.6K +1,340 +8%
JFGIW
1756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$344K -$13K -680 -4%
RWA
1757
Redmont Wealth Advisors
Illinois
$343K -$99.6K -5,214 -23%
MSWM
1758
McGlone Suttner Wealth Management
Wisconsin
$341K +$21K +1,100 +7%
PGAM
1759
Princeton Global Asset Management
New Jersey
$341K -$34.3K -1,793 -9%
WBC
1760
West Branch Capital
Massachusetts
$341K -$18.1K -945 -5%
RPCONE
1761
Retirement Planning Company of New England
Rhode Island
$341K +$10.6K +554 +3%
SRSA
1762
S.R. Schill & Associates
Washington
$340K -$76.4K -4,000 -18%
CNBTD
1763
Citizens National Bank Trust Department
Mississippi
$340K -$20.1K -1,050 -6%
CTA
1764
Colonial Trust Advisors
South Carolina
$340K +$38.8K +2,030 +13%
TNA
1765
True North Advisors
Texas
$339K -$66.7K -3,488 -17%
NFA
1766
Northern Financial Advisors
Michigan
$338K +$152K +7,955 +71%
LWP
1767
Lumature Wealth Partners
Georgia
$338K -$242K -12,668 -42%
ETIA
1768
Epic Trust Investment Advisors
Washington
$338K +$144K +7,509 +75%
KCM
1769
Kendall Capital Management
Maryland
$337K -$33.6K -1,760 -9%
GM
1770
GeoWealth Management
Illinois
$337K -$28.5K -1,491 -8%
AAM
1771
Aureus Asset Management
Massachusetts
$337K +$95.6K +5,000 +40%
ECM
1772
Exchange Capital Management
Michigan
$337K +$4.8K +251 +1%
CFS
1773
CRA Financial Services
New Jersey
$336K +$1.11K +58 +0.3%
PFM
1774
Parsec Financial Management
North Carolina
$336K – – –
BCM
1775
Boltwood Capital Management
California
$335K +$333K +17,426 New
69 70
71
72 73