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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1901
SRB Corp
Massachusetts
$179K +$16.3K +552 +10%
JFA
1902
JNBA Financial Advisors
Minnesota
$176K – – –
TCM
1903
Tradewinds Capital Management
Washington
$167K -$2.54K -86 -1%
FMP
1904
Financial Management Professionals
Texas
$166K +$147 +5 +0.1%
LA
1905
Legacy Advisors
Pennsylvania
$165K – – –
CAM
1906
ClariVest Asset Management
California
$163K -$15.7M -530,990 -99%
AIP
1907
Almanack Investment Partners
Pennsylvania
$163K +$65.8K +2,232 +64%
APSP
1908
Asset Planning Services (Pennsylvania)
Pennsylvania
$161K +$4.04K +137 +2%
JWM
1909
Jacobus Wealth Management
Wisconsin
$160K – – –
IDBONY
1910
Israel Discount Bank of New York
New York
$154K +$973 +33 +0.6%
HIIFS
1911
Harel Insurance Investments & Financial Services
Israel
$149K -$93.1K -3,158 -38%
RFWA
1912
RPg Family Wealth Advisory
Massachusetts
$147K -$48.7K -1,651 -24%
CIA
1913
Cascade Investment Advisors
Oregon
$144K – – –
BWP
1914
Baldwin Wealth Partners
Massachusetts
$144K -$210K -7,139 -58%
CFG
1915
CKW Financial Group
Hawaii
$144K +$67.3K +2,283 +84%
MCIA
1916
Mountain Capital Investment Advisors
Colorado
$134K +$138K +4,687 New
NEAM
1917
New England Asset Management
Connecticut
$128K – – –
HCA
1918
Heck Capital Advisors
Wisconsin
$115K -$8.93K -303 -7%
IR
1919
Invictus RG
Bermuda
$112K +$116K +3,932 New
WCM
1920
Wealthcare Capital Management
Virginia
$111K -$442 -15 -0.4%
DIA
1921
Davidson Investment Advisors
Montana
$106K -$33.5K -1,138 -23%
TWMP
1922
Taylor Wealth Management Partners
Massachusetts
$96K – – –
WIM
1923
Westside Investment Management
California
$95.3K -$10.9K -370 -10%
EAM
1924
Exane Asset Management
France
$92.7K +$95.9K +3,252 New
DPA
1925
Delphi Private Advisors
California
$92K -$16.7K -567 -15%
75 76
77
78 79