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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1976
GeoWealth Management
Illinois
$416K +$64K +2,812 +17%
AAMC
1977
Asset Allocation & Management Company
Illinois
$416K +$435K +19,120 New
WCM
1978
WealthBridge Capital Management
Ohio
$414K +$5.23K +230 +1%
AWM
1979
Aries Wealth Management
Maine
$413K – – –
FG
1980
Foster Group
Iowa
$413K +$9.28K +408 +2%
GWS
1981
Glassman Wealth Services
Virginia
$412K -$172K -7,580 -29%
AAM
1982
Aureus Asset Management
Massachusetts
$412K – – –
JI
1983
Jeereddi Investments
California
$411K -$151K -6,621 -26%
ACA
1984
Affinity Capital Advisors
California
$410K +$14.8K +652 +4%
EW
1985
Element Wealth
Mississippi
$410K +$24.4K +1,073 +6%
CSPIA
1986
Cary Street Partners Investment Advisory
Virginia
$409K -$1.3M -57,042 -75%
SL
1987
SWMG LLC
Texas
$409K -$25.4K -1,116 -6%
EFG
1988
Everhart Financial Group
Ohio
$409K +$184K +8,109 +76%
F
1989
F3Logic
Minnesota
$408K -$553K -24,315 -56%
SIM
1990
SSI Investment Management
California
$408K -$2.02K -89 -0.5%
1WM
1991
1900 Wealth Management
Texas
$408K +$4.57K +201 +1%
OWA
1992
One Wealth Advisors
California
$407K +$124K +5,450 +41%
AWM
1993
Aberdeen Wealth Management
Illinois
$406K +$273 +12 +0.1%
SKK
1994
Shepherd Kaplan Krochuk
Massachusetts
$405K – – –
GFS
1995
GYL Financial Synergies
Connecticut
$405K +$569 +25 +0.1%
SCP
1996
Sandhill Capital Partners
New York
$404K – – –
WIA
1997
Wealthstreet Investment Advisors
Texas
$403K -$6.92M -304,442 -94%
RMCM
1998
Reynders McVeigh Capital Management
Massachusetts
$402K -$122K -5,373 -23%
WIM
1999
Wittenberg Investment Management
Massachusetts
$402K – – –
DOA
2000
D'Orazio & Associates
Virginia
$401K -$26.1K -1,149 -6%
78 79
80
81 82