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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
2001
Hobart Private Capital
North Carolina
$400K +$65.3K +2,869 +18%
GG
2002
GenWealth Group
New Jersey
$400K -$26K -1,145 -6%
AWM
2003
AllSquare Wealth Management
New York
$399K -$129K -5,672 -24%
DA
2004
DCM Advisors
New York
$399K +$105K +4,596 +33%
GTCM
2005
Gyon Technologies Capital Management
New Jersey
$399K +$418K +18,369 New
FAT
2006
First American Trust
California
$398K -$127K -5,570 -23%
AWM
2007
Atticus Wealth Management
Florida
$397K +$23.3K +1,024 +6%
CBT
2008
Central Bank & Trust
Kentucky
$396K -$10.1K -445 -2%
EIG
2009
Ellenbecker Investment Group
Wisconsin
$396K -$4.44K -195 -1%
PIA
2010
Powell Investment Advisors
Florida
$396K – – –
CWP
2011
Concord Wealth Partners
Virginia
$395K -$5.57K -245 -1%
JAM
2012
JCIC Asset Management
Ontario, Canada
$393K +$6.03K +265 +2%
BOS
2013
Bank of Stockton
California
$392K -$37.1K -1,632 -8%
BIP
2014
Blueprint Investment Partners
North Carolina
$392K +$2.25K +99 +0.6%
PCMK
2015
Paragon Capital Management (Kansas)
Kansas
$392K +$4.41K +194 +1%
FBFS
2016
First Business Financial Services
Wisconsin
$392K +$143K +6,269 +53%
P
2017
&Partners
Tennessee
$390K -$75.9K -3,335 -16%
QVT
2018
Quantitative Value Technologies
Kansas
$390K +$39.3K +1,728 +11%
SCG
2019
Sonata Capital Group
Washington
$389K -$9.05K -398 -2%
TA
2020
Townsend & Associates
Colorado
$389K +$3.39K +149 +0.8%
AI
2021
Atom Investors
Texas
$389K +$407K +17,878 New
WC
2022
Whitney & Co
New York
$388K -$72.4K -3,183 -15%
HI
2023
Hendershot Investments
Virginia
$387K -$14K -616 -3%
CF
2024
Clarity Financial
Texas
$386K -$9.85K -433 -2%
GDP
2025
Great Diamond Partners
Maine
$384K -$31.1K -1,367 -7%
79 80
81
82 83