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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1901
Doliver Advisors
Texas
$243K – – –
SFS
1902
Symphony Financial Services
Ohio
$242K +$154K +8,839 New
GBT
1903
Grove Bank & Trust
Florida
$242K -$23.1K -1,330 -9%
WA
1904
Wealth Architects
California
$242K -$10.2K -589 -4%
WAM
1905
Worth Asset Management
Texas
$241K -$11.1K -637 -5%
KFP
1906
KMG Fiduciary Partners
Ohio
$241K -$11.9K -686 -5%
EA
1907
Ergawealth Advisors
Illinois
$241K -$6.02K -346 -3%
CIA
1908
Cohen Investment Advisors
New Hampshire
$241K +$21.4K +1,229 +8%
CFS
1909
CRA Financial Services
New Jersey
$241K -$67.4K -3,876 -24%
PB
1910
Pinnacle Bancorp
Nebraska
$241K -$5.22K -300 -2%
TC
1911
Truvestments Capital
Florida
$240K -$54K -3,108 -20%
TWM
1912
Trueblood Wealth Management
Ohio
$240K -$1.83K -105 -0.8%
SIA
1913
Soltis Investment Advisors
Utah
$240K -$1.45M -83,585 -87%
BFM
1914
Boston Financial Management
Massachusetts
$239K -$191K -10,986 -47%
DOA
1915
D'Orazio & Associates
Virginia
$239K -$8K -460 -4%
RFA
1916
Register Financial Advisors
Georgia
$239K +$1.63K +94 +0.8%
MIM
1917
MTM Investment Management
South Carolina
$238K +$52 +3 +0%
HGWM
1918
Horst & Graben Wealth Management
Oregon
$238K -$77.4K -4,454 -26%
CWM
1919
Calamos Wealth Management
Illinois
$238K +$6.76K +389 +3%
SWP
1920
Semus Wealth Partners
Florida
$237K -$43.4K -2,497 -17%
AWM
1921
Aviso Wealth Management
Washington
$237K -$32.4K -1,865 -13%
DCM
1922
Driehaus Capital Management
Illinois
$237K +$215K +12,389 New
TC
1923
Trilogy Capital
California
$237K +$17.5K +1,005 +9%
HNWAG
1924
High Net Worth Advisory Group
Florida
$236K – – –
KA
1925
Kooman & Associates
Pennsylvania
$235K -$10.9K -626 -5%
75 76
77
78 79