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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
DBG
2001
De Burlo Group
Massachusetts
$262K +$249K +12,504 New
AC
2002
AlphaCore Capital
California
$261K -$265K -13,283 -52%
BCM
2003
Boltwood Capital Management
California
$261K -$76.2K -3,821 -23%
FZCM
2004
Flynn Zito Capital Management
New York
$259K -$263K -13,192 -52%
WCM
2005
Windsor Capital Management
Arizona
$259K -$80.1K -4,017 -24%
V
2006
VeraBank
Texas
$259K -$79.8K -4,001 -24%
AIA
2007
Angeles Investment Advisors
California
$259K -$79.8K -4,000 -24%
KPWG
2008
KFA Private Wealth Group
Virginia
$259K -$76.9K -3,857 -24%
SA
2009
Syntax Advisors
New York
$259K -$31.5K -1,580 -11%
VCG
2010
Vantage Consulting Group
Virginia
$259K -$31.5K -1,580 -11%
OPPS
2011
Obsidian Personal Planning Solutions
Maryland
$259K +$247K +12,373 New
AWA
2012
Aaron Wealth Advisors
Illinois
$258K +$107K +5,388 +77%
DWM
2013
Doyle Wealth Management
Florida
$257K -$483K -24,231 -66%
MWM
2014
Merriman Wealth Management
Washington
$256K -$117K -5,852 -32%
BWA
2015
BDO Wealth Advisors
Florida
$256K -$74.8K -3,750 -23%
BDWCC
2016
B&D White Capital Company
Texas
$255K -$81.5K -4,085 -25%
SWM
2017
Shakespeare Wealth Management
Wisconsin
$255K -$78.8K -3,951 -24%
JWBC
2018
John W. Brooker & Co
California
$255K -$78.7K -3,945 -24%
MAA
2019
Mraz Amerine & Associates
California
$255K -$78.6K -3,943 -24%
HFM
2020
Hartford Financial Management
Connecticut
$255K -$73.1K -3,664 -23%
MFP
2021
Meridian Financial Partners
Virginia
$255K -$57.9K -2,902 -17%
SWM
2022
SFG Wealth Management
Maryland
$254K -$96.3K -4,827 -28%
UF
2023
Univest Financial
Pennsylvania
$254K -$82K -4,110 -25%
EWA
2024
EverSource Wealth Advisors
Alabama
$254K +$137K +6,886 +133%
GJIC
2025
Gamble Jones Investment Counsel
California
$254K +$241K +12,102 New
79 80
81
82 83