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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1926
Amplius Wealth Advisors
Pennsylvania
$262K +$237K +11,888 New
MM
1927
MQS Management
New York
$261K +$236K +11,869 New
AWM
1928
Aberdeen Wealth Management
Illinois
$261K -$19.9K -1,000 -8%
CFS
1929
CRA Financial Services
New Jersey
$261K -$14.6K -732 -6%
BAAM
1930
Baker Avenue Asset Management
California
$261K +$236K +11,848 New
WAM
1931
Worth Asset Management
Texas
$260K -$15.5K -779 -6%
KA
1932
Kooman & Associates
Pennsylvania
$260K -$9.59K -482 -4%
NCTC
1933
New Covenant Trust Company
Indiana
$260K +$14K +703 +6%
USB
1934
Union Savings Bank
Connecticut
$260K +$65.9K +3,310 +39%
B
1935
Bailard
California
$260K +$235K +11,805 New
JE
1936
JMAC Enterprises
Pennsylvania
$260K -$49.7K -2,496 -17%
CPA
1937
Capital Performance Advisors
California
$259K +$235K +11,788 New
SW
1938
SlateStone Wealth
Florida
$258K +$233K +11,714 New
BFM
1939
Boston Financial Management
Massachusetts
$258K -$15.8K -792 -6%
SC
1940
Swan Capital
Florida
$258K -$25.6K -1,288 -10%
EP
1941
Essential Planning
New Hampshire
$257K -$617 -31 -0.3%
CCWA
1942
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$257K +$232K +11,675 New
SFG
1943
Sather Financial Group
Texas
$257K -$1.21K -61 -0.5%
HFS
1944
Horizon Financial Services
North Carolina
$257K +$69.6K +3,499 +43%
BL
1945
Balentine LLC
Georgia
$257K +$232K +11,666 New
KFP
1946
KMG Fiduciary Partners
Ohio
$256K -$19K -954 -8%
LHC
1947
Little House Capital
Massachusetts
$256K +$10.7K +537 +5%
AF
1948
Apollon Financial
South Carolina
$255K +$14K +706 +6%
DA
1949
Dover Advisors
Virginia
$255K -$39K -1,958 -14%
HDIM
1950
Hanson & Doremus Investment Management
Vermont
$255K -$62.3K -3,133 -21%
76 77
78
79 80