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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1751
First American Trust
California
$335K +$10.5K +529 +4%
CGH
1752
CMG Global Holdings
Texas
$334K -$18.7K -939 -6%
RWP
1753
Ridgecrest Wealth Partners
California
$334K -$3.16K -159 -1%
GF
1754
Gries Financial
Ohio
$334K +$20.1K +1,008 +7%
CNBTD
1755
Citizens National Bank Trust Department
Mississippi
$333K – – –
COCM
1756
Charter Oak Capital Management
New Hampshire
$333K +$16.8K +845 +6%
MAWA
1757
Moss Adams Wealth Advisors
Washington
$333K +$33.4K +1,678 +12%
IIA
1758
Integral Investment Advisors
California
$333K -$41K -2,059 -12%
BWM
1759
Bullock Wealth Management
Indiana
$333K +$26.2K +1,316 +10%
SL
1760
Sentinus LLC
Illinois
$332K +$5.57K +280 +2%
KWM
1761
Kolinsky Wealth Management
New Jersey
$332K +$6.47K +325 +2%
MCM
1762
Maple Capital Management
Vermont
$332K -$28.1K -1,412 -9%
SM
1763
Sweeney & Michel
California
$332K -$79K -3,968 -21%
SCP
1764
Sivia Capital Partners
California
$331K +$20.2K +1,015 +7%
VWM
1765
Venturi Wealth Management
Texas
$331K +$78.6K +3,948 +36%
FL
1766
Fort LP
Maryland
$330K -$21.3K -1,069 -7%
BOC
1767
Barbara Oil Co
Illinois
$330K – – –
PCMU
1768
Paragon Capital Management (Utah)
Utah
$330K – – –
PSC
1769
Prentiss Smith & Co
Vermont
$329K -$17.3K -868 -5%
BHWM
1770
Beaird Harris Wealth Management
Texas
$328K -$423K -21,275 -59%
SCM
1771
Steele Capital Management
Iowa
$327K +$179 +9 +0.1%
GWP
1772
Gateway Wealth Partners
Wisconsin
$327K -$27.4K -1,378 -8%
1WM
1773
1900 Wealth Management
Texas
$327K +$20 +1 +0%
GCAC
1774
Guardian Capital Advisors (Canada)
Ontario, Canada
$327K -$648K -32,570 -69%
ICM
1775
Intrepid Capital Management
Florida
$326K +$24.9K +1,250 +9%
69 70
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