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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2001
RBF Capital
California
$342K +$353K +14,078 New
AEPG
2002
American Economic Planning Group
New Jersey
$340K +$39.6K +1,577 +13%
WCF
2003
West Coast Financial
California
$339K -$23.8K -947 -6%
AFNAS
2004
American Financial Network Advisory Services
California
$339K -$100 -4 -9%
FBA
2005
Front Barnett Associates
Illinois
$339K +$114K +4,549 +48%
BO
2006
Bach Option
Hong Kong
$338K +$142K +5,668 +68%
HHGA
2007
Halbert Hargrove Global Advisors
California
$337K +$32K +1,273 +10%
AFM
2008
Andesa Financial Management
Pennsylvania
$334K -$732K -29,149 -68%
SPI
2009
Santori & Peters Inc
Pennsylvania
$333K +$9.34K +372 +3%
SFS
2010
Summit Financial Strategies
Ohio
$332K -$35.8K -1,427 -9%
CG
2011
Corundum Group
Colorado
$331K +$8.26K +329 +2%
ML
2012
McAdam LLC
Pennsylvania
$329K +$7.55K +301 +2%
CAAS
2013
Capital Asset Advisory Services
Michigan
$328K +$123K +4,893 +57%
PAG
2014
Pinnacle Advisory Group
Maryland
$327K -$618K -24,615 -65%
SDJVC
2015
St. Denis J. Villere & Co
Louisiana
$327K -$16.6K -662 -5%
SC
2016
Saturna Capital
Washington
$326K – – –
RGIA
2017
Rainier Group Investment Advisory
Washington
$325K -$83.8K -3,338 -20%
GC
2018
Gilbert & Cook
Iowa
$324K +$18.2K +726 +6%
MSA
2019
Marino Stram & Associates
Massachusetts
$322K -$9.96K -397 -3%
LI
2020
Lafayette Investments
Maryland
$321K -$14K -557 -4%
FCT
2021
Family Capital Trust
Massachusetts
$321K – – –
AC
2022
Argentiere Capital
Switzerland
$321K +$332K +13,240 New
FCAG
2023
First Capital Advisors Group
New Jersey
$320K -$200K -7,973 -38%
GCMG
2024
Gyroscope Capital Management Group
Florida
$319K -$28.1K -1,119 -8%
WDL
2025
Well Done LLC
Michigan
$316K – – –
79 80
81
82 83