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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1826
Lion Street Advisors
Texas
$295K +$1.17K +59 +0.4%
WWG
1827
West Wealth Group
California
$295K +$1.01K +51 +0.4%
CICI
1828
Capital Investment Counsel Inc
North Carolina
$295K +$11K +552 +4%
OWA
1829
Octavia Wealth Advisors
Ohio
$295K -$237K -11,926 -47%
CBT
1830
Central Bank & Trust
Kentucky
$294K +$5.27K +265 +2%
CTWM
1831
Cherry Tree Wealth Management
Minnesota
$294K -$24.8K -1,245 -9%
CP
1832
Castleview Partners
Texas
$293K +$6.96K +350 +3%
MSFP
1833
Mark Sheptoff Financial Planning
Connecticut
$292K – – –
DOA
1834
D'Orazio & Associates
Virginia
$292K +$15.6K +786 +6%
SPC
1835
Spirepoint Private Client
Florida
$291K +$1.69K +85 +0.6%
WC
1836
Woodstock Corp
Massachusetts
$291K -$13.4K -675 -5%
MWM
1837
Mindset Wealth Management
Indiana
$290K +$262K +13,188 New
AAS
1838
Asset Allocation Strategies
Michigan
$290K +$48.3K +2,429 +23%
CPA
1839
Clear Point Advisors
New York
$289K +$60 +3 +0%
USWIA
1840
UP Strategic Wealth Investment Advisors
Pennsylvania
$289K +$34.1K +1,713 +15%
UAS
1841
United Asset Strategies
New York
$289K +$39K +1,961 +18%
CBT
1842
CoreFirst Bank & Trust
Kansas
$289K -$109K -5,476 -29%
BAG
1843
Bridgewealth Advisory Group
California
$288K +$261K +13,113 New
IIA
1844
IPG Investment Advisors
California
$288K – – –
KOC
1845
Koss-Olinger Consulting
Florida
$288K -$22.9K -1,151 -8%
BFA
1846
Beaumont Financial Advisors
Massachusetts
$288K -$6.35K -319 -2%
PWM
1847
Purus Wealth Management
California
$287K +$3.24K +163 +1%
BHIA
1848
Birch Hill Investment Advisors
Massachusetts
$286K – – –
RWB
1849
RMR Wealth Builders
New Jersey
$286K -$20.7K -1,039 -7%
BWM
1850
Buska Wealth Management
Wisconsin
$286K +$60 +3 +0%
72 73
74
75 76