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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
2001
Univest Financial
Pennsylvania
$290K -$125K -6,775 -29%
CSIA
2002
Charles Schwab Investment Advisory
California
$290K -$32.2K -1,743 -10%
BCM
2003
Boltwood Capital Management
California
$290K -$2K -108 -0.7%
FWM
2004
FSA Wealth Management
Massachusetts
$290K – – –
BDWCC
2005
B&D White Capital Company
Texas
$290K +$301K +16,285 New
FWP
2006
Firethorn Wealth Partners
Georgia
$289K -$142K -7,678 -32%
SSW
2007
Smith Shellnut Wilson
Mississippi
$289K -$41.5K -2,244 -12%
KPWG
2008
KFA Private Wealth Group
Virginia
$289K -$16.9K -916 -5%
IWP
2009
Icon Wealth Partners
Texas
$289K +$15.5K +839 +5%
LAM
2010
L2 Asset Management
Massachusetts
$289K +$48.2K +2,607 +19%
JWBC
2011
John W. Brooker & Co
California
$288K – – –
MAA
2012
Mraz Amerine & Associates
California
$288K – – –
LIM
2013
Loudon Investment Management
New Hampshire
$287K -$47.8K -2,582 -14%
WH
2014
Willner & Heller
California
$287K +$7.79K +421 +3%
F
2015
F3Logic
Minnesota
$286K +$1.81K +98 +0.6%
YIA
2016
YHB Investment Advisors
Connecticut
$285K -$248K -13,404 -46%
CYG
2017
Clean Yield Group
Vermont
$285K -$26K -1,404 -8%
BWA
2018
BDO Wealth Advisors
Florida
$285K -$24.5K -1,324 -8%
HPWM
2019
Highland Private Wealth Management
Washington
$285K +$295K +15,965 New
BBL
2020
Beck Bode LLC
Massachusetts
$285K +$296K +15,995 New
EGWAG
2021
Elwood & Goetz Wealth Advisory Group
Georgia
$283K +$130 +7 +0%
AAM
2022
Augustine Asset Management
Florida
$283K +$1.39K +75 +0.5%
MSFP
2023
Mark Sheptoff Financial Planning
Connecticut
$283K +$10.3K +557 +4%
GWS
2024
Glassman Wealth Services
Virginia
$283K +$74.2K +4,013 +34%
HFM
2025
Hartford Financial Management
Connecticut
$282K -$133K -7,201 -31%
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