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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
2001
Godshalk Welsh Capital Management
Pennsylvania
$442K -$480K -21,714 -53%
TA
2002
TruWealth Advisors
Louisiana
$442K -$75.3K -3,405 -15%
STA
2003
Summit Trail Advisors
New York
$442K -$13.3K -601 -3%
OPWM
2004
Oxinas Partners Wealth Management
Indiana
$440K -$207K -9,379 -33%
CWA
2005
Capital Wealth Alliance
Arizona
$440K -$5.33K -241 -1%
W
2006
WealthOne
New York
$439K -$54.9K -2,485 -11%
CWM
2007
Calamos Wealth Management
Illinois
$439K -$6.3K -285 -1%
WOSD
2008
WFA of San Diego
California
$439K +$27.2K +1,229 +7%
SFS
2009
Solitude Financial Services
Virginia
$439K +$205K +9,268 +93%
ZF
2010
Zhang Financial
Michigan
$438K -$15K -677 -3%
HBT
2011
Hills Bank & Trust
Iowa
$438K +$14.5K +658 +4%
DA
2012
Doliver Advisors
Texas
$438K +$51.8K +2,343 +14%
MFG
2013
Monte Financial Group
Connecticut
$435K -$50.4K -2,280 -11%
TAM
2014
Townsend Asset Management
North Carolina
$435K -$42.2K -1,910 -9%
GDP
2015
Great Diamond Partners
Maine
$435K -$16K -723 -4%
5L
2016
55I LLC
Massachusetts
$435K +$59.2K +2,677 +16%
BL
2017
Balentine LLC
Georgia
$434K +$20.5K +929 +5%
AAM
2018
Aureus Asset Management
Massachusetts
$433K +$419K +18,937 New
UWM
2019
USAdvisors Wealth Management
Minnesota
$432K -$62.1K -2,811 -13%
AIM
2020
Acropolis Investment Management
Missouri
$432K -$4.42K -200 -1%
SAM
2021
Secure Asset Management
Michigan
$430K -$94.1K -4,257 -18%
WCM
2022
WealthBridge Capital Management
Ohio
$430K -$33.7K -1,526 -8%
SIM
2023
SSI Investment Management
California
$429K -$177 -8 -0%
OIM
2024
Oder Investment Management
California
$428K -$14.5K -656 -3%
AWM
2025
Aries Wealth Management
Maine
$427K -$49.5K -2,239 -11%
79 80
81
82 83