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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
1976
Alliance Wealth Management Group
New Jersey
$273K -$251K -9,208 -50%
TAM
1977
Trillium Asset Management
Massachusetts
$273K – – –
NEGWA
1978
New England Guild Wealth Advisors
Connecticut
$273K +$253K +9,281 New
SEIA
1979
Signature Estate & Investment Advisors
California
$272K -$19.9K -730 -7%
GWA
1980
Guidant Wealth Advisors
Illinois
$272K – – –
CCM
1981
Canal Capital Management
Virginia
$270K +$13.3K +486 +6%
JFGLC
1982
Johnson Financial Group LLC (Colorado)
Colorado
$269K -$38.1K -1,395 -13%
KLI
1983
Kelman-Lazarov Inc
Tennessee
$268K +$250K +9,138 New
KPCM
1984
Kings Point Capital Management
New York
$267K -$203K -7,444 -45%
RPA
1985
Rock Point Advisors
Vermont
$266K – – –
JA
1986
JOYN Advisors
Georgia
$266K +$247K +9,060 New
PFA
1987
Pathway Financial Advisors
Vermont
$265K +$246K +9,018 New
FRA
1988
Front Row Advisors
California
$264K +$246K +9,005 New
NEIRG
1989
New England Investment & Retirement Group
Massachusetts
$263K -$29.9K -1,096 -11%
OIWM
1990
OptiFour Integrated Wealth Management
Virginia
$263K +$244K +8,950 New
LBC
1991
Lawrence B. Cohen
$262K -$3.63K -133 -1%
FBFS
1992
First Business Financial Services
Wisconsin
$262K +$52.2K +1,912 +27%
NFC
1993
Northeast Financial Consultants
Connecticut
$260K -$154K -5,633 -39%
BWM
1994
Baystate Wealth Management
Massachusetts
$260K -$123K -4,515 -33%
OPWM
1995
Oak Point Wealth Management
Michigan
$260K +$232K +8,503 New
AA
1996
Altman Advisors
Illinois
$260K +$241K +8,839 New
B
1997
Bridgeworth
Alabama
$259K -$30.6K -1,121 -11%
JMFC
1998
J.M. Forbes & Co
Massachusetts
$259K +$4.15K +152 +2%
SHWM
1999
Smith & Howard Wealth Management
Georgia
$258K -$12.8K -470 -5%
RGIA
2000
Rainier Group Investment Advisory
Washington
$258K – – –
78 79
80
81 82