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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
2001
Rogco LP
Oklahoma
$206K +$16.9K +988 +9%
VP
2002
Verum Partners
North Carolina
$206K -$5.74K -336 -3%
PCS
2003
Private Client Services
Kentucky
$206K +$200K +11,703 New
WCM
2004
Windsor Capital Management
Arizona
$205K +$4.87K +285 +3%
HL
2005
HeadInvest LLC
Maine
$205K -$7.77K -455 -4%
PIC
2006
Portland Investment Counsel
Ontario, Canada
$205K -$473K -27,700 -2%
RWP
2007
Revolve Wealth Partners
New Jersey
$205K +$199K +11,633 New
SHFP
2008
Second Half Financial Partners
Florida
$204K -$102 -6 -0.1%
BC
2009
Barrett & Company
Rhode Island
$204K -$18.7K -1,097 -9%
IAP
2010
Indie Asset Partners
Indiana
$204K -$33.4K -1,956 -14%
BIAS
2011
Beacon Investment Advisory Services
New Jersey
$204K +$7.57K +443 +4%
WCM
2012
Whitener Capital Management
North Carolina
$203K -$3.13K -183 -2%
WCM
2013
Wedge Capital Management
North Carolina
$203K +$3.77K +221 +2%
PSFG
2014
Prairie Sky Financial Group
Illinois
$203K -$4.66K -273 -2%
TA
2015
TFB Advisors
Kansas
$202K +$204K +11,957 New
MFGP
2016
Marshall Financial Group (Pennsylvania)
Pennsylvania
$202K +$196K +11,491 New
CCM
2017
Cohen Capital Management
California
$202K – – –
NPFS
2018
Novak & Powell Financial Services
Florida
$201K +$1.28K +75 +0.7%
EAM
2019
Empirical Asset Management
Massachusetts
$201K +$235K +13,785 New
MA
2020
Mezzasalma Advisors
New Jersey
$201K -$156K -9,111 -44%
ISWM
2021
Independent Solutions Wealth Management
New York
$201K -$3.23K -189 -2%
FAM
2022
Flaharty Asset Management
Florida
$200K -$33.8K -1,978 -15%
TC
2023
Trilogy Capital
California
$200K -$137 -8 -0.1%
NCTC
2024
New Covenant Trust Company
Indiana
$200K +$194K +11,378 New
GFPC
2025
Global Financial Private Client
Florida
$200K +$68 +4 +0%
79 80
81
82 83