T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1976
BLB&B Advisors
Pennsylvania
$405K -$142K -5,164 -27%
ACS
1977
Archford Capital Strategies
Illinois
$405K +$44.6K +1,617 +13%
VP
1978
Verum Partners
North Carolina
$404K +$23.7K +859 +7%
SL
1979
Sentinus LLC
Illinois
$403K +$42.2K +1,531 +12%
SAA
1980
Southeast Asset Advisors
Georgia
$403K +$193 +7 +0.1%
SMF
1981
Scott Marsh Financial
Utah
$402K +$383K +13,906 New
HFS
1982
Heritage Financial Services
Massachusetts
$402K +$100K +3,640 +35%
DJYG
1983
David J. Yvars Group
Florida
$402K +$10.3K +372 +3%
CPWM
1984
Cypress Point Wealth Management
Texas
$401K +$382K +13,871 New
WCM
1985
Whitener Capital Management
North Carolina
$401K -$413 -15 -0.1%
FA
1986
FDx Advisors
Illinois
$401K -$56K -2,032 -13%
GWM
1987
GSB Wealth Management
Connecticut
$399K – – –
CSI
1988
Cross Staff Investments
New York
$399K +$28 +1 +0%
RWB
1989
RMR Wealth Builders
New Jersey
$399K +$31.4K +1,140 +9%
RP
1990
Rowlandmiller & Partners
Georgia
$398K – – –
SFC
1991
Strategic Financial Concepts
Texas
$398K -$521K -18,892 -56%
WP
1992
WealthPLAN Partners
Nebraska
$397K +$12.5K +455 +3%
OHWP
1993
Oak Harbor Wealth Partners
North Carolina
$397K – – –
WAM
1994
Worth Asset Management
Texas
$396K -$1.79M -65,036 -83%
USWIA
1995
UP Strategic Wealth Investment Advisors
Pennsylvania
$396K -$57.4K -2,082 -13%
AFGAS
1996
Allegiance Financial Group Advisory Services
Virginia
$396K +$5.92K +215 +2%
DWP
1997
Destiny Wealth Partners
Florida
$395K +$45.7K +1,658 +14%
ACM
1998
Aljian Capital Management
Nevada
$395K -$46.7K -1,695 -11%
TSMHT
1999
Thurston Springer Miller Herd & Titak
Indiana
$394K +$39K +1,416 +12%
IP
2000
Intellectus Partners
California
$393K -$19.6K -711 -5%
78 79
80
81 82