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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2001
GenWealth Group
New Jersey
$276K -$1.64K -66 -0.5%
ORC
2002
O'Rourke & Company
Massachusetts
$276K +$9.61K +387 +3%
KFG
2003
Kelly Financial Group
Connecticut
$276K -$5.51K -222 -2%
CGA
2004
Crescent Grove Advisors
Illinois
$275K +$86K +3,465 +35%
KIA
2005
Koenig Investment Advisory
Oregon
$275K -$3.42K -138 -1%
OC
2006
Oarsman Capital
Wisconsin
$275K +$15.2K +612 +5%
WCM
2007
Windsor Capital Management
Arizona
$275K – – –
SHFP
2008
Second Half Financial Partners
Florida
$275K +$49.6K +2,000 +18%
OL
2009
one8zero8 LLC
North Carolina
$275K +$695 +28 +0.2%
GWM
2010
GDS Wealth Management
Texas
$274K +$20.5K +827 +7%
MCM
2011
Monarch Capital Management
Indiana
$274K – – –
PWA
2012
PCG Wealth Advisors
Kansas
$274K +$7.99K +322 +2%
LT
2013
Legacy Trust
Michigan
$274K -$140K -5,636 -30%
LWMT
2014
Legacy Wealth Management (Tennessee)
Tennessee
$273K +$47.8K +1,927 +17%
VPP
2015
Vertex Planning Partners
Illinois
$273K +$65.6K +2,644 +25%
AGWCA
2016
Annis Gardner Whiting Capital Advisors
Florida
$273K +$22K +886 +7%
LA
2017
Lifeworks Advisors
Michigan
$272K -$65.8K -2,650 -17%
TCM
2018
Triumph Capital Management
Colorado
$272K -$17.9K -722 -5%
AFP
2019
Arnold Financial Planning
Iowa
$272K +$326K +13,116 New
CWWM
2020
Clear Wave Wealth Management
New Jersey
$271K -$9.71K -391 -3%
GWAG
2021
Garrett Wealth Advisory Group
Texas
$271K +$19.3K +779 +6%
PWMG
2022
Prestige Wealth Management Group
New Jersey
$271K -$45.2K -1,820 -12%
ML
2023
Mayport LLC
Massachusetts
$271K +$16.7K +672 +5%
GWMR
2024
GC Wealth Management RIA
Massachusetts
$271K -$124K -4,981 -28%
NF
2025
Napier Financial
Massachusetts
$271K +$6.68K +269 +2%
79 80
81
82 83