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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
1951
Park Square Financial Group
Georgia
$305K +$301K +13,374 New
RWB
1952
RMR Wealth Builders
New Jersey
$304K +$8.55K +380 +3%
SPI
1953
Santori & Peters Inc
Pennsylvania
$304K +$24.3K +1,080 +9%
SI
1954
Seeds Investor
New York
$304K -$110K -4,871 -27%
CTWM
1955
Cherry Tree Wealth Management
Minnesota
$304K – – –
ILI
1956
Invesco LLC (Illinois)
Illinois
$303K -$26.8K -1,193 -8%
FIA
1957
FNY Investment Advisers
New York
$303K +$293K +13,040 +4,347%
TSS
1958
Two Sigma Securities
New York
$302K -$1.12M -49,671 -79%
RF
1959
RHS Financial
California
$302K +$298K +13,255 New
SRC
1960
Sage Rhino Capital
California
$301K -$6.35K -282 -2%
CFA
1961
Capstone Financial Advisors
Illinois
$301K +$86.9K +3,860 +41%
PWA
1962
PCG Wealth Advisors
Kansas
$301K +$297K +13,200 New
PWM
1963
Purus Wealth Management
California
$301K +$3.22K +143 +1%
KOC
1964
Koss-Olinger Consulting
Florida
$300K +$2.25K +100 +0.8%
FPW
1965
Fairvoy Private Wealth
Alabama
$300K +$296K +13,170 New
CPA
1966
Clear Point Advisors
New York
$299K +$90 +4 +0%
SL
1967
Sentinus LLC
Illinois
$299K -$44.6K -1,982 -13%
EA
1968
Everpar Advisors
Oklahoma
$299K +$14.6K +650 +5%
CBT
1969
CoreFirst Bank & Trust
Kansas
$299K – – –
NECFA
1970
New England Capital Financial Advisors
Connecticut
$298K -$10.2K -453 -3%
CS
1971
Cannell & Spears
New York
$298K +$3.96K +176 +1%
WP
1972
WealthPLAN Partners
Nebraska
$298K -$106K -4,703 -26%
MLFP
1973
MPS Loria Financial Planners
Illinois
$297K +$5.87K +261 +2%
BCP
1974
Blackhawk Capital Partners
Wisconsin
$297K -$28.9K -1,283 -9%
RWI
1975
Red Wave Investments
Pennsylvania
$296K +$2.54K +113 +0.9%
77 78
79
80 81