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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1926
Aberdeen Wealth Management
Illinois
$261K -$19.9K -1,000 -8%
CFS
1927
CRA Financial Services
New Jersey
$261K -$14.6K -732 -6%
BAAM
1928
Baker Avenue Asset Management
California
$261K +$236K +11,848 New
WAM
1929
Worth Asset Management
Texas
$260K -$15.5K -779 -6%
KA
1930
Kooman & Associates
Pennsylvania
$260K -$9.59K -482 -4%
NCTC
1931
New Covenant Trust Company
Indiana
$260K +$14K +703 +6%
USB
1932
Union Savings Bank
Connecticut
$260K +$65.9K +3,310 +39%
B
1933
Bailard
California
$260K +$235K +11,805 New
JE
1934
JMAC Enterprises
Pennsylvania
$260K -$49.7K -2,496 -17%
CPA
1935
Capital Performance Advisors
California
$259K +$235K +11,788 New
SW
1936
SlateStone Wealth
Florida
$258K +$233K +11,714 New
BFM
1937
Boston Financial Management
Massachusetts
$258K -$15.8K -792 -6%
SC
1938
Swan Capital
Florida
$258K -$25.6K -1,288 -10%
EP
1939
Essential Planning
New Hampshire
$257K -$617 -31 -0.3%
CCWA
1940
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$257K +$232K +11,675 New
SFG
1941
Sather Financial Group
Texas
$257K -$1.21K -61 -0.5%
HFS
1942
Horizon Financial Services
North Carolina
$257K +$69.6K +3,499 +43%
BL
1943
Balentine LLC
Georgia
$257K +$232K +11,666 New
KFP
1944
KMG Fiduciary Partners
Ohio
$256K -$19K -954 -8%
LHC
1945
Little House Capital
Massachusetts
$256K +$10.7K +537 +5%
AF
1946
Apollon Financial
South Carolina
$255K +$14K +706 +6%
DA
1947
Dover Advisors
Virginia
$255K -$39K -1,958 -14%
HDIM
1948
Hanson & Doremus Investment Management
Vermont
$255K -$62.3K -3,133 -21%
TC
1949
Trilogy Capital
California
$254K -$16.4K -823 -7%
LIA
1950
LBMC Investment Advisors
Tennessee
$254K -$39.7K -1,995 -15%
76 77
78
79 80