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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
1951
Optivise Advisory Services
Tennessee
$406K -$45.7K -1,709 -11%
PCMU
1952
Paragon Capital Management (Utah)
Utah
$406K -$13.4K -500 -3%
BTW
1953
Boston Trust Walden
Massachusetts
$404K -$8.68K -325 -2%
SAA
1954
Southeast Asset Advisors
Georgia
$404K -$7.8K -292 -2%
PPP
1955
Prism Planning Partners
Illinois
$403K -$77.7K -2,908 -17%
SIM
1956
Stratos Investment Management
Ohio
$403K -$103K -3,848 -22%
CPWL
1957
Coquina Private Wealth LLC
Florida
$403K +$1.71K +64 +0.5%
HGWM
1958
Horst & Graben Wealth Management
Oregon
$402K +$15.4K +575 +4%
TCM
1959
Triumph Capital Management
Colorado
$402K +$26.1K +978 +8%
APW
1960
Aurora Private Wealth
New Jersey
$401K -$1.07K -40 -0.3%
CPG
1961
Cornerstone Planning Group
New Jersey
$401K +$28.4K +1,062 +7%
AWAU
1962
Alliance Wealth Advisors (Utah)
Utah
$401K +$51.9K +1,943 +16%
TPWM
1963
Twelve Points Wealth Management
Massachusetts
$400K +$2.67K +100 +0.7%
WLPWM
1964
Walled Lake Planning & Wealth Management
Illinois
$399K +$368K +13,770 New
CWA
1965
CJM Wealth Advisers
Virginia
$398K +$6.89K +258 +2%
OHWP
1966
Oak Harbor Wealth Partners
North Carolina
$398K – – –
KWM
1967
Keebeck Wealth Management
Illinois
$397K +$46.1K +1,727 +14%
JE
1968
JMAC Enterprises
Pennsylvania
$397K +$107 +4 +0%
MAG
1969
MRA Advisory Group
New Jersey
$397K +$1.42K +53 +0.4%
TPWA
1970
Twin Peaks Wealth Advisors
California
$396K +$37.7K +1,411 +12%
DI
1971
Disciplined Investors
Texas
$396K +$1.12K +42 +0.3%
CIA
1972
Cohen Investment Advisors
New Hampshire
$396K +$12.7K +477 +4%
SPI
1973
Santori & Peters Inc
Pennsylvania
$396K +$1.58K +59 +0.4%
MAG
1974
Meadowbrook Advisors Group
New Jersey
$395K -$3.82K -143 -1%
LFS
1975
Legacy Financial Strategies
Kansas
$395K +$14.1K +528 +4%
77 78
79
80 81