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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Collaborative Wealth Management
Florida
$397K +$151K +5,333 +61%
MSR
1952
Main Street Research
Connecticut
$397K +$50.8K +1,789 +15%
MPIA
1953
Milestones Private Investment Advisors
New York
$396K -$4.4K -155 -1%
PHK
1954
Point72 Hong Kong
Hong Kong
$395K -$1M -35,238 -72%
WCM
1955
Whitener Capital Management
North Carolina
$395K +$3.86K +136 +1%
PIMG
1956
Patriot Investment Management Group
Tennessee
$395K -$1.08K -38 -0.3%
VP
1957
Verum Partners
North Carolina
$395K +$795 +28 +0.2%
FFA
1958
Fragasso Financial Advisors
Pennsylvania
$393K -$33.4K -1,175 -7%
NFC
1959
Northstar Financial Companies
Pennsylvania
$393K -$7.01K -247 -2%
SAA
1960
Southeast Asset Advisors
Georgia
$393K +$199 +7 +0.1%
MHR
1961
Matthew Hamilton Rosenberg
$393K +$14.7K +517 +4%
CFG
1962
Copley Financial Group
California
$393K +$15.4K +541 +4%
DJYG
1963
David J. Yvars Group
Florida
$392K +$256 +9 +0.1%
VAM
1964
Verity Asset Management
North Carolina
$392K -$50.1K -1,766 -11%
CPWM
1965
Cypress Point Wealth Management
Texas
$392K +$142 +5 +0%
CS
1966
Cannell & Spears
New York
$390K +$7.72K +272 +2%
KWM
1967
Keebeck Wealth Management
Illinois
$390K +$21.4K +755 +6%
CSI
1968
Cross Staff Investments
New York
$390K +$28 +1 +0%
CBT
1969
CoreFirst Bank & Trust
Kansas
$389K -$11.4K -400 -3%
PWA
1970
PCG Wealth Advisors
Kansas
$389K -$12.8K -450 -3%
RP
1971
Rowlandmiller & Partners
Georgia
$389K – – –
M
1972
MOTCO
Texas
$389K -$40.2K -1,414 -9%
GWM
1973
GSB Wealth Management
Connecticut
$388K -$1.14K -40 -0.3%
OHWP
1974
Oak Harbor Wealth Partners
North Carolina
$387K – – –
LFS
1975
Legacy Financial Strategies
Kansas
$385K +$94.5K +3,328 +32%
77 78
79
80 81