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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
V
2001
VeraBank
Texas
$231K +$3.87K +216 +2%
WAG
2002
Winthrop Advisory Group
Massachusetts
$231K -$38.1K -2,131 -15%
BA
2003
Bristlecone Advisors
Washington
$231K +$224K +12,540 New
CFO
2004
Colony Family Offices
North Carolina
$231K -$394K -22,008 -64%
GJIC
2005
Gamble Jones Investment Counsel
California
$231K +$7.45K +416 +3%
NSAM
2006
North Star Asset Management
Wisconsin
$230K -$1.95K -109 -0.9%
DBIA
2007
Dumont & Blake Investment Advisors
New Jersey
$230K -$10.5K -586 -4%
AAM
2008
Aureus Asset Management
Massachusetts
$230K -$32.5K -1,816 -13%
DA
2009
Dover Advisors
Virginia
$229K +$222K +12,424 New
FNC
2010
First National Corp
Massachusetts
$228K +$54 +3 +0%
LIG
2011
Lokken Investment Group
Delaware
$228K +$222K +12,390 New
OPPS
2012
Obsidian Personal Planning Solutions
Maryland
$228K +$54 +3 +0%
OWA
2013
One Wealth Advisors
California
$228K -$24.6K -1,377 -10%
GG
2014
GenWealth Group
New Jersey
$228K +$18 +1 +0%
WFA
2015
WestHill Financial Advisors
California
$227K -$32.5K -1,813 -13%
CYG
2016
Clean Yield Group
Vermont
$227K +$4.53K +253 +2%
AC
2017
Avestar Capital
New York
$226K +$220K +12,278 New
BWA
2018
Blodgett Wealth Advisors
California
$225K +$36 +2 +0%
CAM
2019
Campion Asset Management
Virginia
$225K -$8.05K -450 -4%
SWM
2020
Shakespeare Wealth Management
Wisconsin
$225K -$4.3K -240 -2%
UWM
2021
USAdvisors Wealth Management
Minnesota
$225K +$219K +12,217 New
PCA
2022
Prosperity Capital Advisors
Ohio
$225K +$219K +12,218 New
IC
2023
Inscription Capital
Texas
$224K – – –
SMWM
2024
Silvia McColl Wealth Management
California
$224K +$218K +12,184 New
JWBC
2025
John W. Brooker & Co
California
$224K – – –
79 80
81
82 83