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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
1751
Legacy Wealth Management (Tennessee)
Tennessee
$509K -$8.75K -308 -2%
TA
1752
TruWealth Advisors
Louisiana
$509K -$9.99K -352 -2%
WFC
1753
Western Financial Corp
California
$508K +$42.5K +1,495 +9%
JWBC
1754
J.W. Burns & Co
New York
$508K -$426 -15 -0.1%
KWM
1755
Kaydan Wealth Management
Michigan
$507K +$1.33K +47 +0.3%
QL
1756
Quarry LP
New York
$506K +$509K +17,912 New
PFM
1757
Premier Fund Managers
United Kingdom
$505K -$1.14M -40,000 -69%
SP
1758
Successful Portfolios
Florida
$505K -$22.4K -790 -4%
PIA
1759
Powell Investment Advisors
Florida
$504K +$7.95K +280 +2%
CPSAC
1760
Chas P. Smith & Associates (CPS)
Florida
$504K -$391K -13,762 -44%
FAFN
1761
First Affirmative Financial Network
Colorado
$502K +$135K +4,769 +37%
FPWM
1762
FSB Premier Wealth Management
Iowa
$501K +$15.9K +559 +3%
ET
1763
Equitable Trust
Tennessee
$501K – – –
EWA
1764
Encompass Wealth Advisors
Oregon
$501K +$6.59K +232 +1%
LBC
1765
Leigh Baldwin & Co
New York
$500K +$217K +7,646 +76%
WCAMG
1766
Woodard & Company Asset Management Group
North Carolina
$499K +$199 +7 +0%
IAG
1767
Investment Advisory Group
Massachusetts
$497K -$33.5K -1,178 -6%
ERIC
1768
Eagle Rock Investment Company
Georgia
$497K -$14.2K -500 -3%
BFA
1769
Blueprint Financial Advisors
North Carolina
$497K +$51.1K +1,800 +11%
V
1770
VeraBank
Texas
$495K – – –
APC
1771
Aspire Private Capital
North Carolina
$494K -$7.61K -268 -2%
WKWM
1772
Walter & Keenan Wealth Management
Indiana
$493K -$18.8K -661 -4%
ZF
1773
Zhang Financial
Michigan
$491K -$8.69K -306 -2%
WA
1774
Waddell & Associates
Tennessee
$491K +$12.6K +442 +3%
LT
1775
Legacy Trust
Michigan
$490K +$493K +17,362 New
69 70
71
72 73