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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1876
Pathstone Family Office
New Jersey
$510K -$4.83K -212 -0.9%
BHWM
1877
Bay Harbor Wealth Management
Maryland
$509K -$14.6K -639 -3%
GIP
1878
Granite Investment Partners
California
$509K +$251 +11 +0%
AC
1879
Addison Capital
Pennsylvania
$509K +$4.49K +197 +0.9%
PCP
1880
Proficio Capital Partners
Massachusetts
$508K -$16.7K -732 -3%
PG
1881
Pendal Group
Australia
$508K +$507K +22,268 New
EWM
1882
Evermay Wealth Management
Virginia
$507K -$20.8K -912 -4%
22CM
1883
20/20 Capital Management
California
$504K -$11.7K -515 -2%
AWM
1884
Avior Wealth Management
Nebraska
$503K +$134K +5,869 +36%
CGA
1885
Crescent Grove Advisors
Illinois
$502K -$224K -9,828 -31%
LI
1886
Lafayette Investments
Maryland
$502K -$6.01K -264 -1%
SSW
1887
Smith Shellnut Wilson
Mississippi
$501K +$14.5K +636 +3%
AL
1888
Aspiriant LLC
California
$500K -$51.2K -2,246 -9%
PWM
1889
Paulson Wealth Management
Illinois
$500K +$8.52K +374 +2%
UWM
1890
USAdvisors Wealth Management
Minnesota
$500K +$499K +21,898 New
KWA
1891
KCS Wealth Advisory
California
$499K -$41.8K -1,834 -8%
CSA
1892
Cottage Street Advisors
Massachusetts
$499K +$498K +21,866 New
CWC
1893
Carolinas Wealth Consulting
North Carolina
$498K -$36.2K -1,588 -7%
GAM
1894
Garrison Asset Management
Arkansas
$498K -$23.1K -1,014 -4%
IWA
1895
Inspirion Wealth Advisors
Illinois
$496K – – –
RHDIC
1896
R.H. Dinel Investment Counsel
California
$496K – – –
SFS
1897
Strategic Financial Services
New York
$496K – – –
BRC
1898
Bell Rock Capital
Delaware
$495K +$524 +23 +0.1%
TAM
1899
Townsend Asset Management
North Carolina
$492K +$2.69K +118 +0.6%
PP
1900
PDS Planning
Ohio
$491K +$120K +5,289 +33%
74 75
76
77 78