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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SDJVC
2001
St. Denis J. Villere & Co
Louisiana
$342K +$71.1K +3,055 +24%
EC
2002
EJF Capital
Virginia
$342K +$370K +15,888 New
AW
2003
Alpha Windward
Massachusetts
$341K -$37.7K -1,618 -9%
NCM
2004
Northside Capital Management
Oregon
$340K +$111K +4,769 +43%
GC
2005
Grace Capital
Massachusetts
$333K -$128K -5,495 -26%
LC
2006
Landaas & Company
Wisconsin
$333K +$93 +4 +0%
V
2007
VeraBank
Texas
$333K +$360K +15,447 New
HCA
2008
Harbour Capital Advisors
Virginia
$332K -$33.1K -1,422 -8%
HBT
2009
Hills Bank & Trust
Iowa
$329K -$10.7K -461 -3%
SGS
2010
Sterling Global Strategies
California
$329K +$1.61K +69 +0.5%
IFS
2011
Ifrah Financial Services
Arkansas
$327K -$4.03K -173 -1%
WG
2012
Winton Group
United Kingdom
$323K -$140K -6,033 -29%
VST
2013
Van Strum & Towne
California
$323K – – –
CSPIA
2014
Cary Street Partners Investment Advisory
Virginia
$323K +$348K +14,932 New
AIA
2015
Arbor Investment Advisors
North Carolina
$322K -$32.5K -1,397 -9%
MWA
2016
Meridian Wealth Advisors
Texas
$322K +$348K +14,956 New
LRIC
2017
Long Road Investment Counsel
Michigan
$321K -$635K -27,268 -65%
SLT
2018
St Louis Trust
Missouri
$321K -$308K -13,240 -47%
GF
2019
Goodman Financial
Texas
$321K – – –
SFS
2020
Summit Financial Strategies
Ohio
$320K -$768 -33 -0.2%
B
2021
Brightworth
Georgia
$319K +$8.36K +359 +2%
KCM
2022
Kendall Capital Management
Maryland
$318K -$6.15K -264 -2%
HI
2023
Horizon Investments
North Carolina
$317K +$342K +14,695 New
GPA
2024
Garrison Point Advisors
California
$317K +$343K +14,722 New
CWP
2025
Capital Wealth Planning
Florida
$315K -$1.26M -53,993 -79%
79 80
81
82 83