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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2001
Financial Advisors Network
California
$404K +$87.2K +3,831 +28%
CCT
2002
Chemung Canal Trust
New York
$402K -$24K -1,053 -6%
I2I
2003
Insight 2811 Inc
Illinois
$398K -$423K -18,576 -51%
HFA
2004
Hoover Financial Advisors
Pennsylvania
$398K +$2.14K +94 +0.5%
TCOK
2005
Trust Company of Kansas
Kansas
$397K -$18.3K -805 -4%
FWM
2006
FSA Wealth Management
Massachusetts
$394K -$47.2K -2,072 -11%
JWBC
2007
John W. Brooker & Co
California
$394K – – –
SW
2008
StrongBox Wealth
Missouri
$394K +$114K +5,024 +41%
AWA
2009
Arkadios Wealth Advisors
Georgia
$394K +$27.6K +1,213 +7%
FWM
2010
Focused Wealth Management
New York
$393K -$41.8K -1,836 -10%
HHGA
2011
Halbert Hargrove Global Advisors
California
$393K -$35.1K -1,543 -8%
HFAS
2012
Hummer Financial Advisory Services
Illinois
$393K +$33.4K +1,468 +9%
LA
2013
LVW Advisors
New York
$391K -$96.3K -4,230 -20%
ZF
2014
Zhang Financial
Michigan
$391K -$60.8K -2,671 -14%
IWS
2015
Insight Wealth Strategies
California
$391K +$15.6K +683 +4%
PIM
2016
Profit Investment Management
Maryland
$391K +$77.1K +3,385 +25%
WAS
2017
Wealth Advisory Solutions
Indiana
$390K -$619K -27,173 -61%
WCAMG
2018
Woodard & Company Asset Management Group
North Carolina
$390K -$934 -41 -0.2%
CSPIA
2019
Cary Street Partners Investment Advisory
Virginia
$390K +$390K +17,119 New
HSWM
2020
Hubbell Strickland Wealth Management
Louisiana
$389K -$13.3K -585 -3%
GPA
2021
Garrison Point Advisors
California
$389K +$39.2K +1,720 +11%
SRC
2022
Shufro Rose & Co
New York
$388K -$13.2K -580 -3%
AC
2023
Apella Capital
Connecticut
$388K +$15.3K +672 +4%
BFPW
2024
BOK Financial Private Wealth
Colorado
$387K -$125K -5,473 -24%
PP
2025
Pacifica Partners
Canada
$387K -$17.8K -782 -4%
79 80
81
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