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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1951
Northstar Financial Companies
Pennsylvania
$299K +$8.27K +333 +2%
GH
1952
GAM Holding
Switzerland
$298K -$98.5K -3,969 -22%
MWM
1953
Mindset Wealth Management
Indiana
$297K +$76.9K +3,099 +28%
WIM
1954
Wiregrass Investment Management
Georgia
$296K +$121K +4,885 +52%
ACS
1955
Archford Capital Strategies
Illinois
$296K -$22.6K -912 -6%
OWA
1956
One Wealth Advisors
California
$295K +$3.4K +137 +1%
BC
1957
Bridgefront Capital
Texas
$295K +$354K +14,267 New
RYA
1958
Richard Young Associates
Georgia
$295K +$199 +8 +0.1%
BA
1959
Bellwether Advisors
Nebraska
$295K -$1.51K -61 -0.4%
OFO
1960
OneAscent Family Office
Alabama
$293K +$3.42K +138 +1%
FFA
1961
Fragasso Financial Advisors
Pennsylvania
$293K -$51.8K -2,088 -13%
TLP
1962
Trinity Legacy Partners
Texas
$292K +$330K +13,284 New
LA
1963
LVW Advisors
New York
$292K +$42.1K +1,698 +14%
CFA
1964
Cahill Financial Advisors
Minnesota
$292K +$74 +3 +0%
CGH
1965
CMG Global Holdings
Texas
$292K – – –
MSR
1966
Main Street Research
Connecticut
$291K -$152K -6,122 -30%
CIA
1967
Citadel Investment Advisory
Ohio
$291K – – –
JCM
1968
Jag Capital Management
Missouri
$291K +$149 +6 +0%
BBA
1969
BLB&B Advisors
Pennsylvania
$291K -$15K -606 -4%
ANC
1970
Ames National Corp
Iowa
$291K – – –
OC
1971
Oakworth Capital
Alabama
$291K +$1.24K +50 +0.4%
RFS
1972
Richardson Financial Services
Massachusetts
$290K +$10.6K +426 +3%
CA
1973
Capital Advantage
California
$290K -$33.1K -1,333 -9%
PCMU
1974
Paragon Capital Management (Utah)
Utah
$290K – – –
BTW
1975
Boston Trust Walden
Massachusetts
$289K – – –
77 78
79
80 81