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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Lodestone Wealth Management
Washington
$240K -$2.52K -132 -1%
WHC
2002
Wulff, Hansen & Co
California
$239K +$14.8K +775 +7%
IA
2003
Insight Advisors
Pennsylvania
$239K -$68.1K -3,563 -22%
FNC
2004
First National Corp
Massachusetts
$239K +$57 +3 +0%
GG
2005
GenWealth Group
New Jersey
$238K – – –
CP
2006
Castleview Partners
Texas
$238K +$6.86K +359 +3%
EFG
2007
Ethos Financial Group
Pennsylvania
$237K +$236K +12,334 New
BA
2008
Ballast Advisors
Minnesota
$237K -$19.6K -1,023 -8%
WFA
2009
WestHill Financial Advisors
California
$237K – – –
LA
2010
Legacy Advisors
Pennsylvania
$237K +$18.4K +962 +8%
PMG
2011
Private Management Group
California
$237K +$235K +12,304 New
PFA
2012
Pettinga Financial Advisors
Indiana
$237K +$34.2K +1,787 +17%
LCM
2013
LCM Capital Management
Illinois
$236K +$5.1K +267 +2%
CAM
2014
Campion Asset Management
Virginia
$236K – – –
SWM
2015
Shakespeare Wealth Management
Wisconsin
$235K – – –
SICM
2016
Sustainable Insight Capital Management
New York
$235K +$233K +12,200 New
KLCM
2017
KG&L Capital Management
Louisiana
$234K -$8.45K -442 -4%
UF
2018
Univest Financial
Pennsylvania
$234K – – –
CCA
2019
Cobblestone Capital Advisors
New York
$233K -$143K -7,485 -38%
FUBT
2020
First United Bank & Trust
Maryland
$233K -$1.74K -91 -0.7%
CYG
2021
Clean Yield Group
Vermont
$232K -$4.83K -253 -2%
AIA
2022
Angeles Investment Advisors
California
$232K +$230K +12,040 New
PWA
2023
Physician Wealth Advisors
Utah
$232K +$5.73K +300 +3%
MIA
2024
MMBG Investment Advisors
Florida
$232K – – –
SMWM
2025
Silvia McColl Wealth Management
California
$231K -$3.69K -193 -2%
79 80
81
82 83