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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
1751
Ellenbecker Investment Group
Wisconsin
$509K +$79.6K +2,803 +18%
LWMT
1752
Legacy Wealth Management (Tennessee)
Tennessee
$509K -$8.75K -308 -2%
TA
1753
TruWealth Advisors
Louisiana
$509K -$9.99K -352 -2%
WFC
1754
Western Financial Corp
California
$508K +$42.5K +1,495 +9%
JWBC
1755
J.W. Burns & Co
New York
$508K -$426 -15 -0.1%
KWM
1756
Kaydan Wealth Management
Michigan
$507K +$1.33K +47 +0.3%
QL
1757
Quarry LP
New York
$506K +$509K +17,912 New
PFM
1758
Premier Fund Managers
United Kingdom
$505K -$1.14M -40,000 -69%
SP
1759
Successful Portfolios
Florida
$505K -$22.4K -790 -4%
PIA
1760
Powell Investment Advisors
Florida
$504K +$7.95K +280 +2%
CPSAC
1761
Chas P. Smith & Associates (CPS)
Florida
$504K -$391K -13,762 -44%
FAFN
1762
First Affirmative Financial Network
Colorado
$502K +$135K +4,769 +37%
FPWM
1763
FSB Premier Wealth Management
Iowa
$501K +$15.9K +559 +3%
ET
1764
Equitable Trust
Tennessee
$501K – – –
EWA
1765
Encompass Wealth Advisors
Oregon
$501K +$6.59K +232 +1%
LBC
1766
Leigh Baldwin & Co
New York
$500K +$217K +7,646 +76%
WCAMG
1767
Woodard & Company Asset Management Group
North Carolina
$499K +$199 +7 +0%
IAG
1768
Investment Advisory Group
Massachusetts
$497K -$33.5K -1,178 -6%
ERIC
1769
Eagle Rock Investment Company
Georgia
$497K -$14.2K -500 -3%
BFA
1770
Blueprint Financial Advisors
North Carolina
$497K +$51.1K +1,800 +11%
V
1771
VeraBank
Texas
$495K – – –
APC
1772
Aspire Private Capital
North Carolina
$494K -$7.61K -268 -2%
WKWM
1773
Walter & Keenan Wealth Management
Indiana
$493K -$18.8K -661 -4%
ZF
1774
Zhang Financial
Michigan
$491K -$8.69K -306 -2%
WA
1775
Waddell & Associates
Tennessee
$491K +$12.6K +442 +3%
69 70
71
72 73