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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1951
Intellectus Partners
California
$331K +$62.4K +3,338 +23%
BTIM
1952
BancFirst Trust & Investment Management
Oklahoma
$331K +$334K +17,845 New
CWS
1953
Cypress Wealth Services
California
$330K +$7.01K +375 +2%
NAM
1954
NorthCrest Asset Manangement
Minnesota
$329K +$331K +17,709 New
BA
1955
Bridgewater Advisors
New York
$328K -$19 -1 -0%
P
1956
&Partners
Tennessee
$328K +$21.6K +1,153 +7%
PWM
1957
Purus Wealth Management
California
$327K -$10.9K -584 -3%
IAP
1958
Indie Asset Partners
Indiana
$326K -$114K -6,093 -26%
GWAM
1959
Guardian Wealth Advisors (Minnesota)
Minnesota
$325K -$114K -6,107 -26%
AC
1960
AlphaCore Capital
California
$325K +$2.79K +149 +0.9%
RPWA
1961
Regent Peak Wealth Advisors
Georgia
$324K -$126K -6,736 -28%
RWI
1962
Red Wave Investments
Pennsylvania
$324K +$28.8K +1,542 +10%
WMS
1963
Wealth Management Solutions
Pennsylvania
$324K +$326K +17,434 New
DOA
1964
D'Orazio & Associates
Virginia
$323K -$26.8K -1,436 -8%
CYG
1965
Clean Yield Group
Vermont
$323K – – –
V
1966
VeraBank
Texas
$323K – – –
MF
1967
Montis Financial
Massachusetts
$322K +$324K +17,309 New
PSP
1968
Principal Street Partners
Tennessee
$321K -$4.12M -220,311 -93%
WCG
1969
Weaver Consulting Group
California
$321K -$181K -9,698 -36%
KTC
1970
Kistler-Tiffany Companies
Pennsylvania
$321K -$148K -7,900 -31%
BWA
1971
BDO Wealth Advisors
Florida
$321K -$129K -6,883 -28%
PHAM
1972
Palisades Hudson Asset Management
Florida
$321K – – –
SC
1973
Slow Capital
California
$321K +$35.3K +1,886 +12%
AWM
1974
Aries Wealth Management
Maine
$320K -$31.9K -1,705 -9%
AWG
1975
Altus Wealth Group
Colorado
$320K -$3.98K -213 -1%
77 78
79
80 81