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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1976
HeadInvest LLC
Maine
$247K -$2.43K -122 -1%
AI
1977
Accredited Investors
Minnesota
$247K +$139 +7 +0.1%
WI
1978
WrapManager Inc
California
$246K -$51.8K -2,601 -19%
LWM
1979
Lodestone Wealth Management
Washington
$246K -$38.3K -1,926 -15%
OPPS
1980
Obsidian Personal Planning Solutions
Maryland
$246K -$1.05K -53 -0.5%
AWM
1981
Affinity Wealth Management
Delaware
$245K – – –
TCBWMS
1982
Texas Capital Bank Wealth Management Services
Texas
$245K +$222K +11,146 New
SPG
1983
Strategic Planning Group
Utah
$245K -$696 -35 -0.3%
EGA
1984
E&G Advisors
Texas
$245K -$7.92K -398 -3%
BWM
1985
Biltmore Wealth Management
Arizona
$244K +$20 +1 +0%
PP
1986
Pacifica Partners
Canada
$244K – – –
RPCONE
1987
Retirement Planning Company of New England
Rhode Island
$243K -$19.7K -988 -8%
BC
1988
Barrett & Company
Rhode Island
$243K -$13K -652 -6%
CIC
1989
Carnegie Investment Counsel
Ohio
$243K -$35K -1,761 -14%
CFGA
1990
Cambridge Financial Group (Arizona)
Arizona
$243K +$12.3K +620 +6%
BOPW
1991
Brandywine Oak Private Wealth
Pennsylvania
$243K +$20 +1 +0%
VPP
1992
Vertex Planning Partners
Illinois
$243K +$219K +11,023 New
BC
1993
Bridgefront Capital
Texas
$242K +$219K +11,021 New
CA
1994
Cornerstone Advisory
Maryland
$242K +$219K +11,015 New
SSWM
1995
Strait & Sound Wealth Management
California
$242K -$149K -7,500 -41%
AHB
1996
Abner Herrman & Brock
New Jersey
$242K – – –
HP
1997
HT Partners
Connecticut
$242K – – –
NPFS
1998
Novak & Powell Financial Services
Florida
$242K -$6.67K -335 -3%
UPS
1999
UHLMANN PRICE SECURITIES
Illinois
$242K +$219K +10,985 New
TDC
2000
Thompson Davis & Co
Virginia
$242K +$219K +10,983 New
78 79
80
81 82