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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1976
Santori & Peters Inc
Pennsylvania
$363K +$46.7K +2,004 +14%
UC
1977
Unio Capital
New Jersey
$362K -$204K -8,776 -34%
TCM
1978
Tradition Capital Management
New Jersey
$362K -$18.9K -814 -5%
HHGA
1979
Halbert Hargrove Global Advisors
California
$361K -$43.4K -1,863 -10%
KTM
1980
Keeler Thomas Management
Utah
$360K -$247K -10,609 -39%
BWA
1981
BDO Wealth Advisors
Florida
$360K -$54.5K -2,341 -12%
CA
1982
Cornerstone Advisory
Maryland
$360K -$38K -1,634 -9%
IIA
1983
IPG Investment Advisors
California
$360K -$171K -7,355 -31%
SAM
1984
Security Asset Management
New York
$358K -$63.1K -2,712 -14%
HW
1985
Hedeker Wealth
Illinois
$358K – – –
RW
1986
REDW Wealth
New Mexico
$358K +$7.33K +315 +2%
SWM
1987
Segment Wealth Management
Texas
$357K -$244K -10,499 -39%
GJIC
1988
Gamble Jones Investment Counsel
California
$357K -$61.6K -2,648 -14%
EIG
1989
Ellenbecker Investment Group
Wisconsin
$356K -$73.5K -3,157 -16%
PAS
1990
Professional Advisory Services
Florida
$353K -$4.61K -198 -1%
CS
1991
Cannell & Spears
New York
$353K +$39.2K +1,683 +11%
BMM
1992
Berkshire Money Management
Massachusetts
$353K +$50.9K +2,186 +15%
CFN
1993
Cordasco Financial Network
Florida
$352K -$29.6K -1,273 -7%
AWM
1994
Aries Wealth Management
Maine
$349K -$33.4K -1,434 -8%
EF
1995
Empirical Finance
Pennsylvania
$349K -$31.7K -1,363 -8%
NB
1996
Nicolet Bankshares
Wisconsin
$348K -$80.2K -3,443 -18%
EGWAG
1997
Elwood & Goetz Wealth Advisory Group
Georgia
$347K +$375K +16,091 New
HP
1998
HT Partners
Connecticut
$343K +$15.4K +662 +4%
PP
1999
PDS Planning
Ohio
$342K -$34.9K -1,501 -9%
DCM
2000
Dimension Capital Management
Florida
$342K +$46K +1,978 +14%
78 79
80
81 82