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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1976
Manchester Financial
California
$346K +$22K +1,046 +7%
HCP
1977
Holt Capital Partners
Texas
$344K – – –
BWM
1978
Biltmore Wealth Management
Arizona
$344K +$96.4K +4,587 +37%
AIA
1979
Angeles Investment Advisors
California
$344K +$354K +16,844 New
RMCM
1980
Reynders McVeigh Capital Management
Massachusetts
$342K -$36.4K -1,732 -9%
MFG
1981
Monte Financial Group
Connecticut
$342K -$13.9K -662 -4%
WWM
1982
Wolff Wiese Magana
California
$341K -$782K -37,211 -69%
KPWG
1983
KFA Private Wealth Group
Virginia
$341K +$3.3K +157 +0.9%
RIM
1984
Rockbridge Investment Management
New York
$340K +$3.23K +154 +0.9%
FWSM
1985
First Wilshire Securities Management
California
$340K +$350K +16,643 New
BP
1986
Ballentine Partners
Massachusetts
$339K -$205K -9,768 -37%
GHA
1987
GW Henssler & Associates
Georgia
$338K -$1.22M -58,053 -78%
AWM
1988
Affinity Wealth Management
Delaware
$338K +$12.6K +598 +4%
VFP
1989
Verus Financial Partners
Virginia
$338K +$20.5K +976 +6%
P
1990
&Partners
Tennessee
$337K -$30K -1,427 -8%
STB
1991
S&T Bank
Pennsylvania
$336K -$16.7K -795 -5%
PWA
1992
Physician Wealth Advisors
Utah
$335K -$3.42K -163 -0.9%
SC
1993
Saturna Capital
Washington
$335K – – –
AWM
1994
AllSquare Wealth Management
New York
$334K -$41.7K -1,986 -11%
BCM
1995
Boltwood Capital Management
California
$334K +$2.6K +124 +0.8%
JWM
1996
JGP Wealth Management
Oregon
$333K -$7.44K -354 -2%
MCM
1997
Manchester Capital Management
Vermont
$332K -$86.6K -4,124 -20%
BIP
1998
Blueprint Investment Partners
North Carolina
$331K -$37.9K -1,803 -10%
BOS
1999
Bank of Stockton
California
$330K -$39K -1,854 -10%
BPWM
2000
Badgley Phelps Wealth Managers
Washington
$330K +$340K +16,199 New
78 79
80
81 82