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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1951
LifePlan Financial Group
Ohio
$384K – – –
BFPW
1952
BOK Financial Private Wealth
Colorado
$384K +$415K +17,833 New
HGWM
1953
Harvest Group Wealth Management
Massachusetts
$382K +$412K +17,701 New
CPC
1954
Congress Park Capital
New York
$382K +$413K +17,735 New
IAA
1955
Ironsides Asset Advisors
North Carolina
$381K -$1.25M -53,868 -75%
CCMD
1956
Cypress Capital Management (Delaware)
Delaware
$380K -$5.97M -256,376 -94%
MFP
1957
Meridian Financial Partners
Virginia
$380K +$410K +17,625 New
SCM
1958
Smith Capital Management
Arkansas
$378K +$408K +17,522 New
HIM
1959
Hotaling Investment Management
Pennsylvania
$378K +$408K +17,526 New
QCI
1960
Quaker Capital Investments
Pennsylvania
$377K – – –
WCM
1961
WealthBridge Capital Management
Ohio
$376K +$406K +17,428 New
SWA
1962
Sutton Wealth Advisors
Florida
$374K +$44.1K +1,896 +12%
OBGC
1963
O'Brien Greene & Co
Pennsylvania
$373K +$403K +17,319 New
DAM
1964
Diamant Asset Management
Connecticut
$372K -$38.1K -1,637 -9%
HC
1965
Henshaw Capital
Massachusetts
$371K – – –
AAIM
1966
Asset Advisors Investment Management
Georgia
$371K -$149K -6,400 -27%
MC
1967
Middleton & Co
Massachusetts
$371K -$66.7K -2,866 -14%
SJIM
1968
St. Johns Investment Management
Florida
$369K -$102K -4,400 -20%
CAM
1969
Cypress Asset Management
Texas
$369K -$11.5K -496 -3%
HFA
1970
Hoover Financial Advisors
Pennsylvania
$369K +$399K +17,141 New
LI
1971
Lafayette Investments
Maryland
$368K +$80.1K +3,440 +25%
MBT
1972
Montecito Bank & Trust
California
$367K -$15.6K -670 -4%
NCM
1973
Northwest Capital Management
Oregon
$366K +$4.54K +195 +1%
HWMG
1974
Hurlow Wealth Management Group
Indiana
$365K +$367K +15,770 New
SFA
1975
Stewardship Financial Advisors
Georgia
$364K +$21.7K +931 +6%
77 78
79
80 81