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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Concorde Asset Management
Michigan
$377K +$60.2K +2,694 +18%
RPWA
2002
Regent Peak Wealth Advisors
Georgia
$376K -$28.4K -1,271 -7%
BIP
2003
Blueprint Investment Partners
North Carolina
$376K +$24K +1,074 +7%
KP
2004
Keel Point
Alabama
$375K -$142K -6,368 -27%
SRC
2005
Shufro Rose & Co
New York
$375K +$9.14K +409 +2%
OPCM
2006
Osborne Partners Capital Management
California
$375K +$28.9K +1,292 +8%
FPIS
2007
Financial Planning & Information Services
Wisconsin
$375K +$148K +6,615 +61%
TAM
2008
Taurus Asset Management
New York
$374K -$47.7K -2,134 -11%
CFG
2009
Capstone Financial Group
Oklahoma
$374K +$23.9K +1,070 +7%
MWM
2010
Marietta Wealth Management
Georgia
$374K +$50.1K +2,240 +15%
NL
2011
NVWM LLC
Pennsylvania
$373K -$1.32M -58,878 -77%
FWM
2012
FSA Wealth Management
Massachusetts
$372K -$358 -16 -0.1%
HWMG
2013
Hurlow Wealth Management Group
Indiana
$371K +$57.7K +2,581 +18%
HFAS
2014
Hummer Financial Advisory Services
Illinois
$370K – – –
IWS
2015
Insight Wealth Strategies
California
$369K -$380 -17 -0.1%
WCAMG
2016
Woodard & Company Asset Management Group
North Carolina
$368K – – –
UCI
2017
Uncommon Cents Investing
Wisconsin
$367K -$19K -849 -5%
JWBC
2018
John W. Brooker & Co
California
$366K -$5.92K -265 -2%
SFG
2019
SNS Financial Group
Minnesota
$365K +$138K +6,183 +58%
CSA
2020
Cottage Street Advisors
Massachusetts
$364K -$111K -4,956 -23%
FWM
2021
Foresight Wealth Management
Utah
$364K +$118K +5,281 +45%
VWA
2022
V Wealth Advisors
Kansas
$363K -$1.48M -66,180 -80%
PP
2023
Pacifica Partners
Canada
$363K -$6.03K -270 -2%
HAM
2024
Hammer Asset Management
California
$361K -$242K -10,816 -39%
AFS
2025
Access Financial Services
Minnesota
$361K +$60.1K +2,690 +19%
79 80
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