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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1901
Independent Solutions Wealth Management
New York
$364K +$5.68K +304 +2%
SIC
1902
Samalin Investment Counsel
New York
$363K -$138K -7,372 -27%
ACA
1903
Affinity Capital Advisors
California
$363K +$9.66K +517 +3%
GC
1904
Gratus Capital
Georgia
$362K -$8.19M -437,975 -96%
CWM
1905
Connecticut Wealth Management
Connecticut
$362K -$253K -13,558 -41%
SL
1906
SWMG LLC
Texas
$359K +$9.89K +529 +3%
AWM
1907
Affinity Wealth Management
Delaware
$359K +$17.6K +944 +6%
BBA
1908
Braun-Bostich & Associates
Pennsylvania
$359K +$325K +17,384 New
UAS
1909
United Asset Strategies
New York
$357K -$2.82M -151,039 -89%
SFG
1910
Sowa Financial Group
Rhode Island
$357K -$19.1K -1,022 -5%
BA
1911
Ballast Advisors
Minnesota
$356K -$5.66K -303 -2%
AWM
1912
Avaii Wealth Management
Wisconsin
$356K +$358K +19,178 New
LIA
1913
LBMC Investment Advisors
Tennessee
$355K -$109K -5,814 -23%
DJYG
1914
David J. Yvars Group
Florida
$355K -$61K -3,264 -15%
KFC
1915
Klingenstein Fields & Co
New York
$353K -$197K -10,551 -36%
MA
1916
MJP Associates
Connecticut
$353K -$131K -7,032 -28%
AAM
1917
Aureus Asset Management
Massachusetts
$352K – – –
VCM
1918
Vivaldi Capital Management
Illinois
$350K -$81.4K -4,353 -19%
QTM
1919
qPULA Trading Management
New York
$349K +$351K +18,801 New
NSAM
1920
North Star Asset Management
Wisconsin
$348K -$179K -9,557 -34%
MCCP
1921
Mission Creek Capital Partners
California
$348K -$146K -7,793 -29%
HI
1922
Harrington Investments
California
$347K -$5.98K -320 -2%
LIM
1923
Loudon Investment Management
New Hampshire
$346K -$448K -23,960 -56%
SCP
1924
Sandhill Capital Partners
New York
$346K -$5.27K -282 -1%
SKK
1925
Shepherd Kaplan Krochuk
Massachusetts
$346K – – –
75 76
77
78 79