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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1826
INVST
Indiana
$568K +$103K +4,762 +22%
GWS
1827
Glassman Wealth Services
Virginia
$567K -$51.1K -2,370 -8%
RG
1828
Renaissance Group
Kentucky
$567K +$26.1K +1,211 +5%
CT
1829
Clearstead Trust
Maine
$563K – – –
QI
1830
Qtron Investments
Massachusetts
$562K – – –
BIM
1831
Baldwin Investment Management
Pennsylvania
$562K +$72.8K +3,376 +15%
PWM
1832
Palumbo Wealth Management
New York
$561K +$557K +25,819 New
BWM
1833
BCS Wealth Management
Tennessee
$560K +$86 +4 +0%
VAM
1834
Verity Asset Management
North Carolina
$559K +$302K +14,020 +120%
FLI
1835
Family Legacy Inc
South Carolina
$557K -$242K -11,230 -30%
AIA
1836
AIMZ Investment Advisors
California
$556K +$16.6K +772 +3%
WCG
1837
Weaver Consulting Group
California
$556K +$17.8K +824 +3%
SFG
1838
Sather Financial Group
Texas
$555K -$25.3K -1,175 -4%
IIA
1839
ICW Investment Advisors
Arizona
$555K -$23.3K -1,082 -4%
JI
1840
Jeereddi Investments
California
$555K – – –
EIP
1841
Ellis Investment Partners
Pennsylvania
$554K -$139K -6,448 -20%
AWM
1842
AllSquare Wealth Management
New York
$553K -$22.9K -1,064 -4%
FWM
1843
Foresight Wealth Management
Utah
$553K +$184K +8,537 +50%
SLA
1844
Silver Lake Advisory
Utah
$551K -$28.5K -1,322 -5%
GA
1845
GoalVest Advisory
New York
$551K +$547K +25,384 New
OA
1846
Oxbow Advisors
Texas
$550K -$1.53M -71,004 -74%
MFT
1847
Moisand Fitzgerald Tamayo
Florida
$550K -$46.3K -2,147 -8%
FC
1848
Ferris Capital
Massachusetts
$550K -$12.1K -559 -2%
MF
1849
Montis Financial
Massachusetts
$550K +$539K +24,985 New
CBT
1850
Capital Bank & Trust
California
$549K +$17.9K +828 +3%
72 73
74
75 76