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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1801
Weaver Consulting Group
California
$533K -$65.7K -2,941 -11%
WFPG
1802
Waller Financial Planning Group
Ohio
$533K +$127K +5,664 +30%
CIC
1803
Cutler Investment Counsel
Oregon
$530K – – –
SAM
1804
Secure Asset Management
Michigan
$529K -$135K -6,044 -20%
CCWA
1805
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$527K -$143K -6,420 -21%
CCG
1806
Chatham Capital Group
Georgia
$527K -$1.5K -67 -0.3%
CBT
1807
Capital Bank & Trust
California
$527K +$143K +6,407 +36%
FNT
1808
First Nebraska Trust
Nebraska
$526K -$136K -6,106 -20%
HCM
1809
Hollencrest Capital Management
California
$525K -$20.9K -935 -4%
LA
1810
LexAurum Advisors
Kansas
$519K -$117K -5,248 -18%
AWM
1811
Aries Wealth Management
Maine
$517K -$26.6K -1,192 -5%
BEI
1812
Benjamin Edwards Inc
Missouri
$517K -$14.5K -648 -3%
SWAG
1813
Spectrum Wealth Advisory Group
California
$517K +$268K +11,990 +100%
SP
1814
Successful Portfolios
Florida
$516K +$4.78K +214 +0.9%
VFPI
1815
Vantage Financial Partners (Illinois)
Illinois
$514K +$56.2K +2,516 +12%
TW
1816
Towerpoint Wealth
California
$514K +$533K +23,866 New
CAGAS
1817
Capital Advisory Group Advisory Services
Minnesota
$513K -$20.9K -935 -4%
FFA
1818
Fragasso Financial Advisors
Pennsylvania
$513K – – –
DA
1819
Duality Advisers
Florida
$513K +$239K +10,684 +81%
QCM
1820
Quest Capital Management
Texas
$511K +$2.44K +109 +0.5%
ECM
1821
Exchange Capital Management
Michigan
$509K – – –
FL
1822
Fort LP
Maryland
$507K -$208K -9,329 -28%
WIA
1823
World Investment Advisors
California
$507K +$55.4K +2,477 +12%
TFGT
1824
TS Financial Group (TSFG)
Illinois
$506K -$139K -6,205 -21%
SAM
1825
S.A. Mason
Michigan
$503K -$35.7K -1,598 -6%
71 72
73
74 75