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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1951
Indiana Trust & Investment Management
Indiana
$373K -$149K -6,464 -29%
BFPW
1952
BOK Financial Private Wealth
Colorado
$371K -$49.9K -2,170 -12%
ODCM
1953
Old Dominion Capital Management
Virginia
$370K -$620K -26,954 -63%
CAAS
1954
Capital Asset Advisory Services
Michigan
$370K +$34.6K +1,502 +11%
OPCM
1955
Osborne Partners Capital Management
California
$368K -$1.15M -49,952 -76%
CS
1956
Cannell & Spears
New York
$367K -$20.1K -874 -5%
V
1957
VeraBank
Texas
$366K – – –
WCM
1958
WealthBridge Capital Management
Ohio
$365K -$35K -1,521 -9%
KFA
1959
Kays Financial Advisory
Georgia
$363K +$352K +15,313 New
PWP
1960
Principle Wealth Partners
Connecticut
$362K +$352K +15,295 New
LRIC
1961
Long Road Investment Counsel
Michigan
$359K +$5.77K +251 +2%
IFS
1962
Ifrah Financial Services
Arkansas
$356K -$3.77K -164 -1%
PP
1963
PDS Planning
Ohio
$355K -$20.2K -879 -6%
VST
1964
Van Strum & Towne
California
$355K – – –
AIA
1965
Arbor Investment Advisors
North Carolina
$354K +$437 +19 +0.1%
AWM
1966
Aevitas Wealth Management
Massachusetts
$354K +$160K +6,969 +87%
LCM
1967
Liberty Capital Management
Michigan
$354K +$344K +14,965 New
MM
1968
Meridian Management
Arkansas
$353K -$141K -6,114 -29%
GF
1969
Goodman Financial
Texas
$353K – – –
SLT
1970
St Louis Trust
Missouri
$353K – – –
FMB
1971
Field & Main Bank
Kentucky
$353K +$343K +14,902 New
MWM
1972
Marietta Wealth Management
Georgia
$352K -$368K -15,988 -52%
SPI
1973
Santori & Peters Inc
Pennsylvania
$351K -$45.6K -1,984 -12%
FSC
1974
Full Sail Capital
Oklahoma
$351K +$80K +3,476 +31%
SWM
1975
Selective Wealth Management
Virginia
$351K +$340K +14,801 New
77 78
79
80 81