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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
2001
Country Trust Bank
Illinois
$329K -$112K -5,328 -25%
SFG
2002
Sather Financial Group
Texas
$329K -$79.3K -3,773 -19%
JWBC
2003
John W. Brooker & Co
California
$329K – – –
PBC
2004
Pavion Blue Capital
California
$329K +$4.85K +231 +1%
PCMK
2005
Paragon Capital Management (Kansas)
Kansas
$328K -$41.7K -1,986 -11%
MC
2006
Middleton & Co
Massachusetts
$328K – – –
WFPG
2007
Waller Financial Planning Group
Ohio
$328K +$1.3K +62 +0.4%
CFFP
2008
Center for Financial Planning
Michigan
$327K -$244K -11,635 -42%
TAM
2009
Townsend Asset Management
North Carolina
$327K -$66.6K -3,171 -17%
OIM
2010
Orca Investment Management
Oregon
$327K -$18.4K -874 -5%
SNB
2011
Security National Bank
Nebraska
$327K – – –
CST
2012
Charles Schwab Trust
Nevada
$326K -$250K -11,904 -43%
MIP
2013
Marietta Investment Partners
Wisconsin
$326K +$13.1K +622 +4%
CWA
2014
Centennial Wealth Advisory
Michigan
$326K +$25.3K +1,205 +8%
IWA
2015
IVC Wealth Advisors
Pennsylvania
$325K -$30.4K -1,446 -8%
RWI
2016
Red Wave Investments
Pennsylvania
$325K -$6.11K -291 -2%
HP
2017
HT Partners
Connecticut
$325K – – –
GWM
2018
Gitterman Wealth Management
New Jersey
$324K -$180K -8,569 -35%
FWM
2019
FSA Wealth Management
Massachusetts
$323K -$252 -12 -0.1%
HBT
2020
Hills Bank & Trust
Iowa
$322K -$20.9K -993 -6%
KWA
2021
KCS Wealth Advisory
California
$322K -$19.6K -932 -6%
WIM
2022
Waverton Investment Management
United Kingdom
$322K -$9.18K -437 -3%
HA
2023
Harborview Advisors
Maine
$321K +$44.4K +2,112 +15%
MWA
2024
Meridian Wealth Advisors
Texas
$319K -$74.1K -3,525 -18%
EGA
2025
Eagle Global Advisors
Texas
$318K -$5.66M -269,295 -95%
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