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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RYA
1951
Richard Young Associates
Georgia
$295K +$199 +8 +0.1%
BA
1952
Bellwether Advisors
Nebraska
$295K -$1.51K -61 -0.4%
OFO
1953
OneAscent Family Office
Alabama
$293K +$3.42K +138 +1%
FFA
1954
Fragasso Financial Advisors
Pennsylvania
$293K -$51.8K -2,088 -13%
TLP
1955
Trinity Legacy Partners
Texas
$292K +$330K +13,284 New
LA
1956
LVW Advisors
New York
$292K +$42.1K +1,698 +14%
CFA
1957
Cahill Financial Advisors
Minnesota
$292K +$74 +3 +0%
CGH
1958
CMG Global Holdings
Texas
$292K – – –
MSR
1959
Main Street Research
Connecticut
$291K -$152K -6,122 -30%
CIA
1960
Citadel Investment Advisory
Ohio
$291K – – –
JCM
1961
Jag Capital Management
Missouri
$291K +$149 +6 +0%
BBA
1962
BLB&B Advisors
Pennsylvania
$291K -$15K -606 -4%
ANC
1963
Ames National Corp
Iowa
$291K – – –
OC
1964
Oakworth Capital
Alabama
$291K +$1.24K +50 +0.4%
RFS
1965
Richardson Financial Services
Massachusetts
$290K +$10.6K +426 +3%
CA
1966
Capital Advantage
California
$290K -$33.1K -1,333 -9%
PCMU
1967
Paragon Capital Management (Utah)
Utah
$290K – – –
BTW
1968
Boston Trust Walden
Massachusetts
$289K – – –
CPWL
1969
Coquina Private Wealth LLC
Florida
$288K +$1.07K +43 +0.3%
FWM
1970
Foguth Wealth Management
Michigan
$288K -$214K -8,639 -40%
RWB
1971
RMR Wealth Builders
New Jersey
$288K +$68.3K +2,752 +25%
KFS
1972
Kelly Financial Services
Massachusetts
$288K +$10.4K +418 +3%
TGIA
1973
Torrey Growth & Income Advisors
California
$286K -$53.9K -2,173 -14%
FA
1974
FDx Advisors
Illinois
$285K -$40K -1,611 -10%
CCG
1975
Chatham Capital Group
Georgia
$285K -$68.9K -2,777 -17%
77 78
79
80 81