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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1926
Citadel Investment Advisory
Ohio
$410K – – –
PCMU
1927
Paragon Capital Management (Utah)
Utah
$409K – – –
TWP
1928
Tempus Wealth Planning
California
$409K +$85 +3 +0%
SW
1929
SlateStone Wealth
Florida
$409K +$94.6K +3,333 +30%
FSBI
1930
Fearless Solutions (Best Invest)
Texas
$408K +$1.31K +46 +0.3%
MSFP
1931
Mark Sheptoff Financial Planning
Connecticut
$407K +$284 +10 +0.1%
SDAM
1932
Shulman DeMeo Asset Management
New York
$407K +$170 +6 +0%
OC
1933
Oakworth Capital
Alabama
$407K +$230K +8,100 +128%
SL
1934
Sentinus LLC
Illinois
$407K +$13.5K +476 +3%
AFWM
1935
Abich Financial Wealth Management
Virginia
$406K +$409K +14,394 New
WCM
1936
Windsor Capital Management
Arizona
$406K – – –
BWM
1937
BlackDiamond Wealth Management
New York
$406K +$4.29K +151 +1%
MFG
1938
Monte Financial Group
Connecticut
$405K +$407K +14,350 New
BA
1939
Bellwether Advisors
Nebraska
$404K +$965 +34 +0.2%
BWMG
1940
Barnes Wealth Management Group
California
$404K +$1.76K +62 +0.4%
LSWP
1941
Liberty Square Wealth Partners
Pennsylvania
$403K -$41K -1,445 -9%
SCM
1942
Saxony Capital Management
Missouri
$403K +$937 +33 +0.2%
MCM
1943
Monarch Capital Management
Indiana
$403K – – –
BF
1944
Brucke Financial
Indiana
$403K +$150K +5,267 +48%
SPWM
1945
Spartan Planning & Wealth Management
North Carolina
$403K -$7.01K -247 -2%
SPI
1946
Santori & Peters Inc
Pennsylvania
$402K +$682 +24 +0.2%
AG
1947
AlTi Global
New York
$402K -$358K -12,615 -47%
ACS
1948
Archford Capital Strategies
Illinois
$402K +$6.45K +227 +2%
SCM
1949
Steele Capital Management
Iowa
$400K -$12.5K -440 -3%
JCM
1950
Jag Capital Management
Missouri
$399K +$142 +5 +0%
76 77
78
79 80