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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2001
LCM Capital Management
Illinois
$184K -$218 -12 -0.1%
GIM
2002
Grassi Investment Management
California
$184K – – –
PAI
2003
Pittenger & Anderson Inc
Nebraska
$184K +$53.5K +2,940 +32%
PWA
2004
Physician Wealth Advisors
Utah
$184K +$210K +11,554 New
AIA
2005
Avalon Investment & Advisory
Texas
$183K -$92K -5,057 -30%
MFT
2006
Moisand Fitzgerald Tamayo
Florida
$183K -$57.5K -3,162 -21%
MCM
2007
McMillion Capital Management
North Carolina
$182K -$41.2K -2,265 -16%
WCM
2008
Windsor Capital Management
Arizona
$182K -$8.91K -490 -4%
DWP
2009
Destiny Wealth Partners
Florida
$180K -$60.2K -3,309 -22%
CWA
2010
Capital Wealth Alliance
Arizona
$179K -$25.5K -1,404 -11%
W
2011
WealthOne
New York
$179K +$5.35K +294 +3%
OPWM
2012
Oxinas Partners Wealth Management
Indiana
$179K +$9.04K +497 +4%
KA
2013
Klingman & Associates
New York
$179K +$15.4K +848 +8%
MWP
2014
Meridian Wealth Partners
Pennsylvania
$179K +$17.3K +950 +9%
ARC
2015
Advisor Resource Council
Texas
$178K -$1.62M -89,072 -88%
FPCP
2016
Fort Point Capital Partners
California
$178K -$44.4K -2,441 -17%
FWP
2017
Firethorn Wealth Partners
Georgia
$178K -$14.2K -778 -6%
AC
2018
Addison Capital
Pennsylvania
$178K +$1.42K +78 +0.7%
KPWG
2019
KFA Private Wealth Group
Virginia
$177K -$14.2K -780 -6%
JWCA
2020
J.W. Coons Advisors
Ohio
$177K +$4.55K +250 +2%
AWC
2021
Adamsbrown Wealth Consultants
Kansas
$177K +$8.71K +479 +4%
EWA
2022
EverSource Wealth Advisors
Alabama
$176K -$12.3K -675 -6%
BONH
2023
Bank of New Hampshire
New Hampshire
$176K -$3.8K -209 -2%
JSW
2024
Journey Strategic Wealth
New Jersey
$176K +$209K +11,512 New
SFG
2025
Sather Financial Group
Texas
$175K -$48.7K -2,678 -19%
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