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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
Saxony Capital Management
Missouri
$395K -$16.9K -632 -4%
CPA
1977
Cardiff Park Advisors
California
$395K +$1.68K +63 +0.5%
GWP
1978
Gen-Wealth Partners
Michigan
$394K -$19.8K -743 -5%
MLFP
1979
MPS Loria Financial Planners
Illinois
$394K +$748 +28 +0.2%
BWM
1980
BlackDiamond Wealth Management
New York
$394K -$1.31K -49 -0.4%
IBOK
1981
Independence Bank of Kentucky
Kentucky
$394K -$32.9K -1,230 -8%
RFS
1982
Richardson Financial Services
Massachusetts
$394K +$26.2K +981 +8%
FBC
1983
Fairfield, Bush & Co
Connecticut
$393K +$362K +13,565 New
VFG
1984
Victory Financial Group
Texas
$393K +$115K +4,311 +47%
M
1985
MOTCO
Texas
$392K -$6.28K -235 -2%
IP
1986
Investment Partners
Ohio
$392K +$80.4K +3,010 +29%
KFG
1987
Kelly Financial Group
Connecticut
$392K +$64.2K +2,403 +22%
CWWM
1988
Clear Wave Wealth Management
New Jersey
$392K +$361K +13,505 New
RPWA
1989
Regent Peak Wealth Advisors
Georgia
$391K +$14.3K +535 +4%
COCM
1990
Charter Oak Capital Management
New Hampshire
$391K -$91K -3,408 -20%
KFS
1991
Kelly Financial Services
Massachusetts
$391K +$42.2K +1,578 +13%
RB
1992
Rodgers Brothers
Pennsylvania
$390K -$2.27K -85 -0.6%
EV
1993
EJMK Ventures
Illinois
$390K +$359K +13,453 New
CWP
1994
CFM Wealth Partners
Texas
$390K – – –
KIA
1995
Koenig Investment Advisory
Oregon
$389K – – –
WAM
1996
Worth Asset Management
Texas
$389K +$66.4K +2,487 +23%
NRC
1997
New Republic Capital
North Carolina
$388K -$156K -5,843 -30%
GG
1998
GenWealth Group
New Jersey
$388K -$668 -25 -0.2%
CST
1999
Charles Schwab Trust
Nevada
$387K +$357K +13,361 New
BMWS
2000
Brady Martz Wealth Solutions
North Dakota
$387K -$63.3K -2,371 -15%
78 79
80
81 82