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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2001
1900 Wealth Management
Texas
$202K -$69.8K -4,422 -27%
CCA
2002
Cobblestone Capital Advisors
New York
$201K -$11.8K -750 -6%
AWC
2003
Adamsbrown Wealth Consultants
Kansas
$201K +$18.1K +1,147 +11%
WI
2004
WBI Investments
New Jersey
$200K +$189K +11,948 New
HR
2005
Hardy Reed
Mississippi
$200K +$188K +11,933 New
VDBMI
2006
Van Den Berg Management I
Texas
$200K -$12.6K -799 -6%
DA
2007
Dover Advisors
Virginia
$200K -$11.4K -724 -6%
LFA
2008
Landmark Financial Advisors
Kentucky
$200K +$5.76K +365 +3%
WB
2009
West Bancorporation
Iowa
$200K – – –
CW
2010
CIC Wealth
Maryland
$200K +$26.8K +1,700 +17%
HCM
2011
Howard Capital Management
Georgia
$200K +$188K +11,913 New
OIM
2012
Oder Investment Management
California
$200K -$41.3K -2,613 -18%
MWA
2013
Muirfield Wealth Advisors
North Carolina
$199K +$188K +11,877 New
PSFG
2014
Prairie Sky Financial Group
Illinois
$198K +$8.38K +531 +5%
GCA
2015
Genesee Capital Advisors
New York
$197K +$21.6K +1,369 +13%
RFA
2016
Register Financial Advisors
Georgia
$197K +$2.45K +155 +1%
CWM
2017
Calamos Wealth Management
Illinois
$197K -$65.4K -4,145 -26%
WCM
2018
Whitener Capital Management
North Carolina
$197K -$127K -8,023 -41%
FNWA
2019
Financial Network Wealth Advisors
Utah
$196K +$185K +11,710 New
MA
2020
MKT Advisors
California
$196K -$10.8K -685 -6%
FAM
2021
Formidable Asset Management
Ohio
$196K -$15.9K -1,010 -8%
GD
2022
Grandfield & Dodd
New York
$195K +$18.4K +1,164 +11%
VCM
2023
Vivaldi Capital Management
Illinois
$195K +$183K +11,561 New
SHFP
2024
Second Half Financial Partners
Florida
$195K +$3.99K +253 +2%
RA
2025
Ruggaard & Associates
Ohio
$195K – – –
79 80
81
82 83