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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1976
Center for Financial Planning
Michigan
$386K – – –
SMA
1977
Seven Mile Advisory
New Jersey
$386K +$3.27K +130 +1%
CGH
1978
CMG Global Holdings
Texas
$386K -$31.2K -1,240 -8%
CP
1979
Castleview Partners
Texas
$385K -$19.2K -764 -5%
HFBOT
1980
Home Federal Bank of Tennessee
Tennessee
$384K -$10.5K -416 -3%
M
1981
MOTCO
Texas
$384K +$50.4K +2,004 +17%
CBT
1982
CoreFirst Bank & Trust
Kansas
$383K +$10.9K +432 +3%
FFA
1983
Fi3 Financial Advisors
Indiana
$383K -$32.6K -1,295 -9%
DJYG
1984
David J. Yvars Group
Florida
$382K -$40.2K -1,600 -11%
BWM
1985
Buska Wealth Management
Wisconsin
$382K +$2.74K +109 +0.8%
AFGAS
1986
Allegiance Financial Group Advisory Services
Virginia
$381K +$339K +13,480 New
NAS
1987
NWF Advisory Services
California
$381K -$214K -8,526 -39%
FFA
1988
Fragasso Financial Advisors
Pennsylvania
$380K +$19.7K +784 +6%
CW
1989
Channel Wealth
California
$379K -$39K -1,551 -10%
RLH
1990
RD Lewis Holdings
Florida
$379K -$9.33K -371 -3%
HDIM
1991
Hanson & Doremus Investment Management
Vermont
$379K +$20.1K +800 +6%
PMG
1992
Private Management Group
California
$379K -$10.5K -417 -3%
ORC
1993
O'Rourke & Company
Massachusetts
$376K +$17.5K +694 +6%
CA
1994
Capital Advantage
California
$376K – – –
OAM
1995
Oak Asset Management
California
$375K -$14K -558 -4%
SRC
1996
Sage Rhino Capital
California
$375K +$830 +33 +0.2%
WP
1997
WealthPLAN Partners
Nebraska
$375K +$5K +199 +2%
ALAM
1998
Asahi Life Asset Management
Japan
$375K +$333K +13,260 New
FPW
1999
Fairvoy Private Wealth
Alabama
$374K +$1.81K +72 +0.5%
TPWM
2000
Twelve Points Wealth Management
Massachusetts
$374K -$110K -4,392 -25%
78 79
80
81 82