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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1951
Fairvoy Private Wealth
Alabama
$354K -$7.39K -292 -2%
MCM
1952
Monarch Capital Management
Indiana
$354K – – –
SAA
1953
Southeast Asset Advisors
Georgia
$354K +$7.82K +309 +2%
RF
1954
RHS Financial
California
$353K -$10.4K -412 -3%
ME
1955
McIlrath & Eck
Washington
$353K -$34.5K -1,361 -9%
SCM
1956
Steele Capital Management
Iowa
$352K +$203 +8 +0.1%
WCM
1957
Weaver Capital Management
Georgia
$351K +$358K +14,144 New
LSWP
1958
Liberty Square Wealth Partners
Pennsylvania
$351K -$3.6K -142 -1%
CIA
1959
Citadel Investment Advisory
Ohio
$350K -$11.5K -454 -3%
JCM
1960
Jag Capital Management
Missouri
$349K -$2.38K -94 -0.7%
MPIA
1961
Milestones Private Investment Advisors
New York
$349K +$557 +22 +0.2%
PIMG
1962
Patriot Investment Management Group
Tennessee
$348K +$278 +11 +0.1%
CPG
1963
Cornerstone Planning Group
New Jersey
$347K +$4.08K +161 +1%
FWM
1964
Foguth Wealth Management
Michigan
$347K +$357K +14,118 New
USWIA
1965
UP Strategic Wealth Investment Advisors
Pennsylvania
$346K -$23.3K -921 -7%
SWM
1966
Salvus Wealth Management
New Jersey
$346K +$8.35K +330 +2%
MSR
1967
Main Street Research
Connecticut
$346K -$3.27K -129 -0.9%
CA
1968
COFG Advisors
Illinois
$345K +$352K +13,901 New
BBA
1969
BLB&B Advisors
Pennsylvania
$345K -$38.9K -1,537 -10%
CPWM
1970
Cypress Point Wealth Management
Texas
$345K +$177 +7 +0.1%
CPWL
1971
Coquina Private Wealth LLC
Florida
$343K +$350K +13,826 New
OWA
1972
One Wealth Advisors
California
$343K -$72K -2,845 -17%
WCM
1973
Whitener Capital Management
North Carolina
$343K -$5.11K -202 -1%
MAG
1974
Meadowbrook Advisors Group
New Jersey
$342K +$349K +13,779 New
M
1975
MOTCO
Texas
$342K – – –
77 78
79
80 81