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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1901
Bristlecone Advisors
Washington
$202K -$21.9K -695 -10%
WAM
1902
Wolverine Asset Management
Illinois
$201K +$150K +4,767 +288%
SHJ
1903
Sharkey, Howes & Javer
Colorado
$197K – – –
JFA
1904
JNBA Financial Advisors
Minnesota
$194K +$12.2K +388 +7%
TCM
1905
Tradewinds Capital Management
Washington
$186K -$4.82K -153 -3%
LA
1906
Legacy Advisors
Pennsylvania
$182K – – –
FMP
1907
Financial Management Professionals
Texas
$182K +$126 +4 +0.1%
SC
1908
SRB Corp
Massachusetts
$180K -$6.8K -216 -4%
JWM
1909
Jacobus Wealth Management
Wisconsin
$176K -$72.9K -2,317 -29%
BL
1910
Balentine LLC
Georgia
$174K +$4.94K +157 +3%
APSP
1911
Asset Planning Services (Pennsylvania)
Pennsylvania
$173K +$36.5K +1,161 +27%
IDBONY
1912
Israel Discount Bank of New York
New York
$168K -$22.9K -728 -12%
CIA
1913
Cascade Investment Advisors
Oregon
$159K – – –
DIA
1914
Davidson Investment Advisors
Montana
$151K +$34.9K +1,110 +30%
NEAM
1915
New England Asset Management
Connecticut
$140K – – –
HCA
1916
Heck Capital Advisors
Wisconsin
$136K -$6.07K -193 -4%
LWM
1917
Lenox Wealth Management
Ohio
$134K -$36.6K -1,164 -21%
USGIU
1918
U.S. Global Investors (USGI)
Texas
$125K -$200K -6,355 -62%
WCM
1919
Wealthcare Capital Management
Virginia
$123K +$63 +2 +0.1%
RPG
1920
Risk Paradigm Group
Texas
$120K -$74.5K -2,366 -38%
DPA
1921
Delphi Private Advisors
California
$119K -$57.9K -1,839 -33%
SQA
1922
Simon Quick Advisors
New Jersey
$119K +$19.5K +620 +20%
WIM
1923
Westside Investment Management
California
$119K +$7.68K +244 +7%
SIAP
1924
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K +$84.3K +2,680 +289%
AIP
1925
Almanack Investment Partners
Pennsylvania
$109K +$110K +3,481 New
75 76
77
78 79