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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Curi Wealth Management
North Carolina
$198K +$221K +12,147 +1,588%
AWM
1952
Affinity Wealth Management
Delaware
$196K +$309 +17 +0.1%
BWA
1953
BDO Wealth Advisors
Florida
$196K +$10.4K +571 +5%
KLCM
1954
KG&L Capital Management
Louisiana
$195K -$16.1K -887 -7%
IWA
1955
IVC Wealth Advisors
Pennsylvania
$195K -$15.8K -870 -6%
C
1956
Covestor
United Kingdom
$195K -$4.53K -249 -2%
CAM
1957
Campion Asset Management
Virginia
$195K – – –
DWM
1958
Doyle Wealth Management
Florida
$195K +$8.66K +476 +4%
GDP
1959
Great Diamond Partners
Maine
$194K -$11.5K -630 -5%
HFP
1960
Holistic Financial Partners
Indiana
$194K – – –
HR
1961
Howe & Rusling
New York
$194K +$26.9K +1,477 +13%
CPSAC
1962
Chas P. Smith & Associates (CPS)
Florida
$193K -$30K -1,650 -12%
NSAM
1963
North Star Asset Management
Wisconsin
$193K -$25.5K -1,399 -10%
AA
1964
Argent Advisors
Louisiana
$193K -$14K -772 -6%
KFC
1965
Klingenstein Fields & Co
New York
$193K +$928 +51 +0.4%
FTA
1966
Financial & Tax Architects
Missouri
$193K -$46.9K -2,575 -17%
GEA
1967
Glen Eagle Advisors
New Jersey
$193K -$73.2K -4,021 -24%
HBT
1968
Hills Bank & Trust
Iowa
$192K -$17.1K -938 -7%
PBC
1969
Pavion Blue Capital
California
$192K – – –
GLA
1970
Great Lakes Advisors
Illinois
$191K -$2.07M -113,700 -90%
PMFA
1971
Plante Moran Financial Advisors
Michigan
$191K -$2.91K -160 -1%
SWM
1972
Shakespeare Wealth Management
Wisconsin
$191K +$4.97K +273 +2%
ITIM
1973
Indiana Trust & Investment Management
Indiana
$191K +$21.2K +1,165 +10%
FWM
1974
FSA Wealth Management
Massachusetts
$191K +$227K +12,457 New
GG
1975
GenWealth Group
New Jersey
$190K -$26.9K -1,478 -11%
77 78
79
80 81