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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1876
Wells Trecaso Financial Group
Ohio
$239K +$2.37K +150 +1%
DWM
1877
Darwin Wealth Management
Florida
$239K -$8.87K -562 -4%
NAS
1878
NWF Advisory Services
California
$239K +$18.2K +1,155 +9%
PP
1879
Patten & Patten
Tennessee
$238K -$316 -20 -0.1%
MHB
1880
Midwest Heritage Bank
Iowa
$238K – – –
CA
1881
Cullinan Associates
Kentucky
$238K -$114K -7,200 -34%
CAG
1882
Crestwood Advisors Group
Massachusetts
$237K -$151K -9,555 -40%
RFS
1883
Richardson Financial Services
Massachusetts
$237K +$223K +14,117 New
LWM
1884
Lodestone Wealth Management
Washington
$237K -$26.8K -1,697 -11%
BA
1885
Bridgewater Advisors
New York
$237K +$223K +14,098 New
SKK
1886
Shepherd Kaplan Krochuk
Massachusetts
$236K – – –
FCG
1887
Fielder Capital Group
Tennessee
$236K +$222K +14,072 New
POIA
1888
Pin Oak Investment Advisors
Texas
$236K -$17.3K -1,096 -7%
IP
1889
Investment Partners
Ohio
$235K +$1.12K +71 +0.5%
LIA
1890
LBMC Investment Advisors
Tennessee
$234K +$79 +5 +0%
EW
1891
Element Wealth
Mississippi
$234K +$13.8K +876 +7%
TT
1892
TI-Trust
Illinois
$233K +$8.68K +550 +4%
WC
1893
Woodstock Corp
Massachusetts
$233K -$47.4K -3,000 -18%
LSIA
1894
LaSalle St. Investment Advisors
Illinois
$233K -$7.11K -450 -3%
JCM
1895
Jacobsen Capital Management
Utah
$233K -$31.5K -1,995 -13%
FW
1896
FirstPurpose Wealth
Utah
$232K -$1.31K -83 -0.6%
AAMA
1897
Advanced Asset Management Advisors
Ohio
$232K -$3.66K -232 -2%
LKIM
1898
Lawson Kroeker Investment Management
Nebraska
$232K – – –
TPWA
1899
TRUE Private Wealth Advisors
Oregon
$232K -$27.7K -1,752 -11%
CCWA
1900
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$231K -$25.4K -1,610 -10%
74 75
76
77 78