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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1951
CNB Bank
Pennsylvania
$331K -$16K -854 -5%
IP
1952
Intellectus Partners
California
$331K +$62.4K +3,338 +23%
BTIM
1953
BancFirst Trust & Investment Management
Oklahoma
$331K +$334K +17,845 New
CWS
1954
Cypress Wealth Services
California
$330K +$7.01K +375 +2%
NAM
1955
NorthCrest Asset Manangement
Minnesota
$329K +$331K +17,709 New
BA
1956
Bridgewater Advisors
New York
$328K -$19 -1 -0%
P
1957
&Partners
Tennessee
$328K +$21.6K +1,153 +7%
PWM
1958
Purus Wealth Management
California
$327K -$10.9K -584 -3%
IAP
1959
Indie Asset Partners
Indiana
$326K -$114K -6,093 -26%
GWAM
1960
Guardian Wealth Advisors (Minnesota)
Minnesota
$325K -$114K -6,107 -26%
AC
1961
AlphaCore Capital
California
$325K +$2.79K +149 +0.9%
RPWA
1962
Regent Peak Wealth Advisors
Georgia
$324K -$126K -6,736 -28%
RWI
1963
Red Wave Investments
Pennsylvania
$324K +$28.8K +1,542 +10%
WMS
1964
Wealth Management Solutions
Pennsylvania
$324K +$326K +17,434 New
DOA
1965
D'Orazio & Associates
Virginia
$323K -$26.8K -1,436 -8%
CYG
1966
Clean Yield Group
Vermont
$323K – – –
V
1967
VeraBank
Texas
$323K – – –
MF
1968
Montis Financial
Massachusetts
$322K +$324K +17,309 New
PSP
1969
Principal Street Partners
Tennessee
$321K -$4.12M -220,311 -93%
WCG
1970
Weaver Consulting Group
California
$321K -$181K -9,698 -36%
KTC
1971
Kistler-Tiffany Companies
Pennsylvania
$321K -$148K -7,900 -31%
BWA
1972
BDO Wealth Advisors
Florida
$321K -$129K -6,883 -28%
PHAM
1973
Palisades Hudson Asset Management
Florida
$321K – – –
SC
1974
Slow Capital
California
$321K +$35.3K +1,886 +12%
AWM
1975
Aries Wealth Management
Maine
$320K -$31.9K -1,705 -9%
77 78
79
80 81