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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1751
Independent Wealth Network
Iowa
$405K +$24K +1,066 +6%
JC
1752
Jacobs & Co
California
$405K – – –
EFM
1753
E Fund Management
China
$404K +$156K +6,946 +64%
PP
1754
Patten & Patten
Tennessee
$403K -$2.25K -100 -0.6%
EWA
1755
Encompass Wealth Advisors
Oregon
$403K -$44.2K -1,966 -10%
WCAMG
1756
Woodard & Company Asset Management Group
North Carolina
$402K – – –
GWP
1757
Gateway Wealth Partners
Wisconsin
$402K +$62.7K +2,784 +19%
KWM
1758
Kolinsky Wealth Management
New Jersey
$402K +$57.3K +2,546 +17%
YLHM
1759
Yelin Lapidot Holdings Management
Israel
$402K +$157K +6,967 +65%
TPWM
1760
Twelve Points Wealth Management
Massachusetts
$401K -$11.3K -501 -3%
DOA
1761
D'Orazio & Associates
Virginia
$401K +$97K +4,309 +32%
CFSG
1762
Clark Financial Services Group
Missouri
$400K -$2.36K -105 -0.6%
BFC
1763
Bedel Financial Consulting
Indiana
$400K -$3.98K -177 -1%
TFCP
1764
Twin Focus Capital Partners
Massachusetts
$399K – – –
VAS
1765
Vestmark Advisory Solutions
Massachusetts
$399K -$12.7K -564 -3%
FPCP
1766
Fort Point Capital Partners
California
$399K +$923 +41 +0.2%
FA
1767
Financial Advisors
Massachusetts
$399K +$225 +10 +0.1%
SCP
1768
Sandhill Capital Partners
New York
$399K -$7.9K -351 -2%
KPWG
1769
KFA Private Wealth Group
Virginia
$398K +$23.2K +1,030 +6%
FNFDCM
1770
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$397K -$855 -38 -0.2%
FOA
1771
Five Oceans Advisors
California
$397K +$16.2K +721 +4%
AF
1772
Apollon Financial
South Carolina
$396K +$130K +5,787 +50%
PIA
1773
Powell Investment Advisors
Florida
$394K +$3.78K +168 +1%
FFBTD
1774
First Financial Bank - Trust Division
Ohio
$393K +$33.1K +1,473 +9%
RMAM
1775
Raab & Moskowitz Asset Management
New Jersey
$393K +$26K +1,157 +7%
69 70
71
72 73