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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1901
Grassi Investment Management
California
$416K -$28.1K -1,205 -6%
TAM
1902
Trillium Asset Management
Massachusetts
$415K -$223K -9,574 -33%
ZF
1903
Zhang Financial
Michigan
$415K +$47 +2 +0%
NQWM
1904
Northwest Quadrant Wealth Management
Oregon
$414K -$32.7K -1,404 -7%
DAM
1905
Doheny Asset Management
California
$412K -$332K -14,254 -43%
OIM
1906
Orca Investment Management
Oregon
$412K +$10.2K +437 +2%
CAM
1907
ClariVest Asset Management
California
$412K +$443K +19,047 +28,859%
PWAG
1908
Polaris Wealth Advisory Group
California
$411K -$90.8K -3,902 -17%
CWM
1909
Centric Wealth Management
Illinois
$411K +$444K +19,063 New
VRM
1910
Vectors Research Management
New York
$409K -$483K -20,738 -52%
REMPR
1911
Roof Eidam Maycock Peralta (REMP)
California
$408K -$1.16M -50,016 -73%
UBG
1912
United Bank (Georgia)
Georgia
$406K -$590K -25,338 -57%
SWM
1913
Shakespeare Wealth Management
Wisconsin
$406K -$2.93K -126 -0.7%
PS
1914
Portfolio Solutions
Michigan
$405K -$132K -5,667 -23%
AWM
1915
Affinity Wealth Management
Delaware
$405K +$438K +18,797 New
SRC
1916
Shufro Rose & Co
New York
$402K -$11K -471 -2%
EDRIA
1917
Edmonds Duncan Registered Investment Advisors
Kansas
$402K -$3.93K -169 -0.9%
JWM
1918
Janiczek Wealth Management
Colorado
$402K – – –
GWAG
1919
Garrett Wealth Advisory Group
Texas
$402K +$433K +18,607 New
AAM
1920
AMI Asset Management
California
$402K +$435K +18,668 New
MMA
1921
Miracle Mile Advisors
California
$401K +$8.4K +361 +2%
LWS
1922
Lucia Wealth Services
California
$399K -$594K -25,514 -58%
VFPI
1923
Vantage Financial Partners (Illinois)
Illinois
$399K -$197K -8,476 -31%
BIM
1924
Baldwin Investment Management
Pennsylvania
$399K -$24.7K -1,059 -5%
EAMA
1925
EFG Asset Management (Americas)
Florida
$399K -$6.52K -280 -1%
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