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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1776
Destination Wealth Management
California
$430K -$56K -2,212 -11%
CG
1777
Cynosure Group
Utah
$429K +$438K +17,289 New
FP
1778
Financial Perspectives
Minnesota
$429K -$22.4K -884 -5%
AF
1779
Apollon Financial
South Carolina
$429K -$52.6K -2,079 -11%
NIM
1780
Nexus Investment Management
Ontario, Canada
$427K – – –
BAAM
1781
Baker Avenue Asset Management
California
$427K +$60.2K +2,377 +16%
LFS
1782
Lighthouse Financial Services
California
$426K +$435K +17,166 New
SWIM
1783
Smallwood Wealth Investment Management
New Jersey
$426K -$2.51K -99 -0.6%
CTA
1784
Clear Trail Advisors
Texas
$426K +$434K +17,132 New
IAG
1785
Investment Advisory Group
Massachusetts
$426K -$12.1K -476 -3%
WCAMG
1786
Woodard & Company Asset Management Group
North Carolina
$424K -$15.1K -595 -3%
RCM
1787
RB Capital Management
Nevada
$424K -$1.7K -67 -0.4%
ET
1788
Equitable Trust
Tennessee
$423K -$17.4K -686 -4%
EFA
1789
Edge Financial Advisors
Illinois
$423K +$21.9K +865 +11%
CNC
1790
Citizens & Northern Corp
Pennsylvania
$423K – – –
SP
1791
Successful Portfolios
Florida
$422K -$7.16K -283 -2%
EWA
1792
Encompass Wealth Advisors
Oregon
$422K -$19K -752 -4%
BPAMU
1793
BTG Pactual Asset Management US
New York
$421K +$162K +6,416 +61%
WAG
1794
Wallace Advisory Group
California
$420K -$172K -6,785 -29%
COCM
1795
Charter Oak Capital Management
New Hampshire
$419K +$38.9K +1,535 +10%
FOA
1796
Five Oceans Advisors
California
$419K -$9.16K -362 -2%
EL
1797
EWA LLC
Pennsylvania
$418K -$68.2K -2,694 -14%
VAM
1798
Verity Asset Management
North Carolina
$418K +$74.6K +2,946 +21%
PPP
1799
Prism Planning Partners
Illinois
$418K +$426K +16,822 New
XWL
1800
XXI Wealth LLC
Illinois
$418K +$426K +16,818 New
70 71
72
73 74