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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1976
Hamilton Capital
Ohio
$242K +$235K +13,118 New
MCCP
1977
Mission Creek Capital Partners
California
$241K +$3.94K +220 +2%
OA
1978
Operose Advisors
Wisconsin
$240K – – –
HR
1979
Howe & Rusling
New York
$240K +$7.5K +419 +3%
BCFD
1980
Boit C.F. David
$240K – – –
SFM
1981
Signet Financial Management
New Jersey
$240K +$39.3K +2,196 +20%
FWM
1982
Focused Wealth Management
New York
$238K -$430K -24,043 -65%
FFC
1983
First Financial Corp
Indiana
$238K -$61.7K -3,445 -21%
TCPWM
1984
Traverso Chambers Private Wealth Management
California
$238K -$397K -22,171 -63%
LWM
1985
LJI Wealth Management
Indiana
$238K +$231K +12,916 New
AWM
1986
Affinity Wealth Management
Delaware
$237K +$1.65K +92 +0.7%
BCM
1987
Brainard Capital Management
Texas
$237K +$230K +12,865 New
HFM
1988
Hartford Financial Management
Connecticut
$237K +$11.2K +624 +5%
DSC
1989
Duncker Streett & Co
Missouri
$236K -$8.95K -500 -4%
IP
1990
Investment Partners
Ohio
$236K -$1.05M -58,381 -82%
RCA
1991
Resonant Capital Advisors
Wisconsin
$234K +$228K +12,722 New
ACA
1992
Atlas Capital Advisors
Wyoming
$234K +$75.2K +4,199 +49%
BWCS
1993
Beirne Wealth Consulting Services
Connecticut
$233K -$58.4K -3,262 -20%
CMBA
1994
C.M. Bidwell & Associates
Hawaii
$233K +$227K +12,660 New
HFP
1995
Holistic Financial Partners
Indiana
$233K – – –
CFP
1996
Catalyst Financial Partners
Massachusetts
$233K +$226K +12,640 New
SG
1997
Stonnington Group
California
$233K -$30.8K -1,718 -13%
KLCM
1998
KG&L Capital Management
Louisiana
$232K -$1.63K -91 -0.7%
APIM
1999
Agate Pass Investment Management
Washington
$232K +$225K +12,592 New
LWM
2000
Lodestone Wealth Management
Washington
$232K +$225K +12,581 New
78 79
80
81 82