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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1976
Birch Hill Investment Advisors
Massachusetts
$296K – – –
RPWA
1977
Regent Peak Wealth Advisors
Georgia
$296K -$91.1K -4,046 -24%
SPA
1978
Shore Point Advisors
New Jersey
$295K +$9.23K +410 +3%
BFA
1979
Beaumont Financial Advisors
Massachusetts
$295K -$3.06K -136 -1%
SWM
1980
Stark Wealth Management
Pennsylvania
$295K +$291K +12,948 New
LSA
1981
Lion Street Advisors
Texas
$295K -$10.8K -482 -4%
AWA
1982
Amplius Wealth Advisors
Pennsylvania
$293K +$22.4K +994 +8%
CTA
1983
Colonial Trust Advisors
South Carolina
$293K +$98.8K +4,392 +52%
MPI
1984
Mairs & Power Inc
Minnesota
$292K -$15.5K -690 -5%
CA
1985
Cornerstone Advisory
Maryland
$292K +$6.48K +288 +3%
OP
1986
ORG Partners
Indiana
$292K +$44K +1,956 +18%
WA
1987
WBH Advisory
Maryland
$291K +$55.9K +2,484 +24%
BB
1988
Berkshire Bank
Massachusetts
$291K -$31.5K -1,401 -10%
WAS
1989
Winch Advisory Services
Wisconsin
$291K +$3.22K +143 +1%
VPP
1990
Vertex Planning Partners
Illinois
$290K +$38.9K +1,729 +16%
GWM
1991
GSB Wealth Management
Connecticut
$290K +$2K +89 +0.7%
MIP
1992
Marietta Investment Partners
Wisconsin
$290K – – –
CWM
1993
Campbell Wealth Management
Virginia
$290K +$286K +12,723 New
W
1994
Wealthquest
Ohio
$290K +$9.59K +426 +3%
PAG
1995
Powers Advisory Group
Illinois
$288K -$34.4K -1,527 -11%
FFA
1996
Fragasso Financial Advisors
Pennsylvania
$288K -$720 -32 -0.3%
PPW
1997
Parcion Private Wealth
Washington
$288K -$113K -5,018 -28%
RFA
1998
Register Financial Advisors
Georgia
$288K +$1.64K +73 +0.6%
LCM
1999
LCM Capital Management
Illinois
$288K +$13.3K +589 +5%
SWM
2000
Selective Wealth Management
Virginia
$287K -$24.1K -1,070 -8%
78 79
80
81 82