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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1801
Prism Planning Partners
Illinois
$418K +$426K +16,822 New
XWL
1802
XXI Wealth LLC
Illinois
$418K +$426K +16,818 New
FA
1803
Freestate Advisors
Kansas
$417K +$5.04K +199 +1%
ICP
1804
Impact Capital Partners
Colorado
$417K +$25.8K +1,018 +6%
CWMP
1805
Clarion Wealth Managment Partners
Virginia
$416K +$582 +23 +0.1%
TF
1806
Trek Financial
Arizona
$416K -$1.1M -43,367 -72%
RWP
1807
Revolve Wealth Partners
New Jersey
$415K -$14.3K -563 -3%
GC
1808
GatePass Capital
Ohio
$415K +$422K +16,687 New
WA
1809
WBH Advisory
Maryland
$414K -$94.6K -3,738 -18%
IIA
1810
Integral Investment Advisors
California
$414K +$46.1K +1,821 +12%
SAW
1811
Signal Advisors Wealth
Michigan
$413K -$17.3K -684 -4%
PFA
1812
Providence Financial Advisors
Kansas
$413K +$19.6K +776 +5%
FFBTD
1813
First Financial Bank - Trust Division
Ohio
$413K +$8.99K +355 +2%
GWM
1814
Gibbs Wealth Management
Georgia
$412K -$89K -3,516 -17%
6F
1815
626 Financial
Michigan
$412K -$196K -7,760 -32%
WW
1816
Waterfront Wealth
Kansas
$411K -$40.5K -1,598 -8%
NC
1817
North Capital
Utah
$411K -$25 -1 -0%
CCG
1818
Chatham Capital Group
Georgia
$410K -$7.59K -300 -2%
JRPIM
1819
Journey Retirement Planning & Investment Management
Idaho
$410K +$418K +16,520 New
GA
1820
GFS Advisors
Texas
$410K – – –
UF
1821
Univest Financial
Pennsylvania
$410K -$71.9K -2,841 -15%
WA
1822
Waddell & Associates
Tennessee
$410K -$22K -869 -5%
WAM
1823
Watershed Asset Management
California
$409K +$417K +16,472 New
IPWA
1824
International Private Wealth Advisors
California
$409K +$28.1K +1,109 +7%
MAM
1825
MMA Asset Management
Pennsylvania
$408K -$11.9K -472 -3%
71 72
73
74 75