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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1901
Worth Asset Management
Texas
$233K -$2.29M -134,224 -91%
WA
1902
Wealth Architects
California
$233K +$3.04K +178 +1%
AAS
1903
Asset Allocation Strategies
Michigan
$232K +$9.27K +543 +4%
BEW
1904
Burton Enright Welch
California
$232K +$225K +13,185 New
PMG
1905
Private Management Group
California
$232K -$5.57K -326 -2%
EFG
1906
Ethos Financial Group
Pennsylvania
$231K -$17.1K -999 -7%
CP
1907
Castleview Partners
Texas
$231K +$49.2K +2,884 +28%
CBT
1908
Central Bank & Trust
Kentucky
$231K – – –
IIA
1909
IPG Investment Advisors
California
$231K -$96.9K -5,673 -30%
PMAM
1910
Picton Mahoney Asset Management
Ontario, Canada
$230K +$14K +820 +7%
BWM
1911
Buska Wealth Management
Wisconsin
$230K +$223K +13,061 New
QC
1912
Quent Capital
New York
$229K -$8.37K -490 -4%
BHIA
1913
Birch Hill Investment Advisors
Massachusetts
$229K – – –
LGA
1914
Lebenthal Global Advisors
New York
$229K -$25.6K -1,500 -10%
SC
1915
Swan Capital
Florida
$229K +$15.8K +926 +8%
CPA
1916
Clear Point Advisors
New York
$229K +$2.13K +125 +1%
PFWA
1917
Paces Ferry Wealth Advisors
Georgia
$229K +$222K +12,983 New
KCM
1918
Kendall Capital Management
Maryland
$228K -$46.1K -2,697 -17%
FAFN
1919
First Affirmative Financial Network
Colorado
$228K +$221K +12,962 New
DOA
1920
D'Orazio & Associates
Virginia
$228K +$2.44K +143 +1%
CAM
1921
Costello Asset Management
Pennsylvania
$228K +$144K +8,445 +188%
EA
1922
Ergawealth Advisors
Illinois
$228K +$31.2K +1,828 +16%
JCM
1923
Jag Capital Management
Missouri
$228K +$10.4K +608 +5%
KA
1924
Kooman & Associates
Pennsylvania
$227K +$221K +12,922 New
OHWP
1925
Oak Harbor Wealth Partners
North Carolina
$227K +$34 +2 +0%
75 76
77
78 79