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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2001
TrinityPoint Wealth
Connecticut
$159K -$51.6K -3,520 -25%
FWP
2002
Firethorn Wealth Partners
Georgia
$159K -$7.75K -529 -5%
PWM
2003
Prosperity Wealth Management
California
$159K -$8.9K -607 -5%
JWCA
2004
J.W. Coons Advisors
Ohio
$159K -$3.67K -250 -2%
HWA
2005
HHM Wealth Advisors
Tennessee
$159K +$10.5K +716 +7%
OC
2006
Oakworth Capital
Alabama
$158K -$22.1K -1,505 -12%
GAM
2007
Garrison Asset Management
Arkansas
$158K +$154K +10,519 New
TC
2008
Trilogy Capital
California
$158K -$12.2K -829 -7%
PCMK
2009
Paragon Capital Management (Kansas)
Kansas
$158K -$9.89K -675 -6%
BC
2010
Bridgefront Capital
Texas
$158K -$530K -36,188 -78%
TIM
2011
Tortoise Investment Management
New York
$157K -$4.65K -317 -3%
GD
2012
Grandfield & Dodd
New York
$157K – – –
RFA
2013
Resurgent Financial Advisors
Georgia
$157K +$19K +1,299 +14%
CYG
2014
Clean Yield Group
Vermont
$157K +$14.7K +1,000 +10%
PWMG
2015
Provence Wealth Management Group
California
$156K +$153K +10,410 New
GCA
2016
Genesee Capital Advisors
New York
$156K -$1.35K -92 -0.9%
EA
2017
Ergawealth Advisors
Illinois
$156K – – –
CWA
2018
Capital Wealth Alliance
Arizona
$155K +$704 +48 +0.5%
KPWG
2019
KFA Private Wealth Group
Virginia
$155K -$14.6K -993 -9%
AIP
2020
Almanack Investment Partners
Pennsylvania
$154K -$24.3K -1,658 -14%
RWP
2021
Revolve Wealth Partners
New Jersey
$154K +$150K +10,263 New
KFA
2022
Kapstone Financial Advisors
Ohio
$154K -$62.3K -4,250 -29%
CWA
2023
CJM Wealth Advisers
Virginia
$154K -$5.86K -400 -4%
RDFA
2024
Ritter Daniher Financial Advisory
Ohio
$154K +$117K +8,000 +355%
MWM
2025
MBE Wealth Management
Wisconsin
$154K +$1.58K +108 +1%
79 80
81
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