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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1776
Clearstead Trust
Maine
$616K -$362K -13,240 -32%
DAM
1777
Doheny Asset Management
California
$615K – – –
SWP
1778
Summit Wealth Partners
Florida
$613K +$55 +2 +0%
IP
1779
Investment Partners
Ohio
$612K -$387K -14,149 -34%
WB
1780
West Bancorporation
Iowa
$610K +$91.1K +3,336 +14%
SBA
1781
Secrest Blakey & Associates
North Carolina
$610K +$295K +10,785 +64%
BWM
1782
BCS Wealth Management
Tennessee
$607K -$30.8K -1,126 -4%
SBL
1783
Sargent Bickham Lagudis
Colorado
$606K +$190K +6,938 +34%
CFFP
1784
Center for Financial Planning
Michigan
$605K -$188K -6,867 -20%
APG
1785
Abacus Planning Group
South Carolina
$603K -$224K -8,193 -23%
S
1786
SimplyRich
California
$603K -$58.1K -2,128 -7%
FUBT
1787
First United Bank & Trust
Maryland
$603K +$72.5K +2,655 +11%
NIA
1788
Northstar Investment Advisors
Colorado
$602K – – –
ICM
1789
Islay Capital Management
Texas
$600K +$71.5K +2,618 +11%
ABTD
1790
Arvest Bank Trust Division
Oklahoma
$599K -$181K -6,628 -20%
MGAM
1791
McGowan Group Asset Management
Texas
$599K -$12K -439 -2%
WP
1792
Wedgewood Partners
Missouri
$597K -$67.8K -2,483 -8%
ARMC
1793
American Research & Management Company
Massachusetts
$597K – – –
FCM
1794
Firestone Capital Management
Florida
$596K +$1.06K +39 +0.1%
CPIG
1795
Chicago Partners Investment Group
Illinois
$596K +$33.2K +1,217 +5%
MFT
1796
Moisand Fitzgerald Tamayo
Florida
$595K +$69.4K +2,542 +10%
GFP
1797
Gryphon Financial Partners
Ohio
$594K +$35.4K +1,295 +5%
HCM
1798
Howland Capital Management
Massachusetts
$593K -$97.1K -3,554 -12%
AWM
1799
Aries Wealth Management
Maine
$592K -$3.61K -132 -0.5%
SGI
1800
Summit Global Investments
Utah
$592K +$735K +26,898 New
70 71
72
73 74