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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
2001
Rogco LP
Oklahoma
$214K -$9.01K -518 -4%
SMA
2002
Seven Mile Advisory
New Jersey
$214K -$58.1K -3,344 -23%
SPG
2003
Strategic Planning Group
Utah
$213K +$522 +30 +0.3%
NCTC
2004
New Covenant Trust Company
Indiana
$213K -$3.77K -217 -2%
UAS
2005
United Asset Strategies
New York
$213K -$16.7K -958 -8%
AWM
2006
Affinity Wealth Management
Delaware
$213K – – –
BFWM
2007
Bright Futures Wealth Management
New York
$213K -$1.17K -67 -0.6%
BWM
2008
Biltmore Wealth Management
Arizona
$212K +$87 +5 +0%
PAM
2009
PVG Asset Management
Colorado
$212K +$193K +11,103 New
VWM
2010
Venturi Wealth Management
Texas
$212K +$55.4K +3,186 +40%
LHC
2011
Little House Capital
Massachusetts
$212K +$193K +11,082 New
IWA
2012
IVC Wealth Advisors
Pennsylvania
$211K +$192K +11,035 New
BOPW
2013
Brandywine Oak Private Wealth
Pennsylvania
$211K -$42.6K -2,449 -18%
MIA
2014
MeadowBrook Investment Advisors
Michigan
$210K -$21.9K -1,259 -10%
HP
2015
HT Partners
Connecticut
$210K – – –
AHB
2016
Abner Herrman & Brock
New Jersey
$210K – – –
FBB
2017
Fulton Breakefield Broenniman
Maryland
$210K – – –
OPPS
2018
Obsidian Personal Planning Solutions
Maryland
$209K -$713 -41 -0.4%
WA
2019
Wambolt & Associates
Colorado
$209K -$92K -5,292 -32%
CB
2020
CNB Bank
Pennsylvania
$209K -$18.2K -1,045 -9%
KCM
2021
Kathmere Capital Management
Pennsylvania
$208K +$190K +10,899 New
AF
2022
Apollon Financial
South Carolina
$208K – – –
SI
2023
Seeds Investor
New York
$208K +$189K +10,886 New
WAM
2024
WealthTrust Asset Management
Florida
$208K -$3.65K -210 -2%
CC
2025
Cultivar Capital
Texas
$208K – – –
79 80
81
82 83