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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1951
Woodard & Company Asset Management Group
North Carolina
$315K -$4.57K -247 -1%
TPW
1952
Tiller Private Wealth
Pennsylvania
$315K +$14.2K +766 +5%
BAM
1953
Brave Asset Management
New Jersey
$315K +$327K +17,666 New
WAM
1954
WealthTrust Asset Management
Florida
$314K +$21K +1,133 +7%
RPCA
1955
Running Point Capital Advisors
California
$314K +$326K +17,617 New
MIM
1956
Moseley Investment Management
Florida
$313K -$101K -5,447 -24%
BFG
1957
Bouchey Financial Group
New York
$313K -$13K -705 -4%
BIP
1958
Blueprint Investment Partners
North Carolina
$313K -$6.48K -350 -2%
WAM
1959
Wakefield Asset Management
Colorado
$313K +$6.77K +366 +2%
DDPIC
1960
Deroy & Devereaux Private Investment Counsel
Michigan
$312K +$28K +1,516 +9%
ISWM
1961
Independent Solutions Wealth Management
New York
$312K -$39.4K -2,128 -11%
WJA
1962
Willis Johnson & Associates
Texas
$311K -$106K -5,723 -25%
KFI
1963
Key Financial Inc
Pennsylvania
$308K +$94K +5,079 +42%
JAM
1964
Jupiter Asset Management
United Kingdom
$307K -$16M -865,689 -98%
WA
1965
WBH Advisory
Maryland
$307K -$84.4K -4,563 -18%
PCMK
1966
Paragon Capital Management (Kansas)
Kansas
$307K +$52.8K +2,852 +20%
BWFA
1967
Baltimore-Washington Financial Advisors
Maryland
$306K -$24.6K -1,330 -9%
FWSM
1968
First Wilshire Securities Management
California
$306K – – –
TCWM
1969
Total Clarity Wealth Management
Illinois
$306K +$53.2K +2,874 +20%
KWM
1970
Kolinsky Wealth Management
New Jersey
$306K +$74.4K +4,022 +31%
GFPC
1971
Global Financial Private Client
Florida
$306K +$123K +6,628 +65%
NW
1972
NewEdge Wealth
Pennsylvania
$304K +$315K +17,035 New
AL
1973
Aspiriant LLC
California
$303K -$62.9K -3,402 -17%
SWM
1974
SFG Wealth Management
Maryland
$303K -$703 -38 -0.2%
CFFP
1975
Center for Financial Planning
Michigan
$303K +$34K +1,838 +12%
77 78
79
80 81