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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Salvus Wealth Management
New Jersey
$241K +$218K +10,952 New
AG
2002
AlTi Global
New York
$240K -$294K -14,761 -57%
VAMG
2003
Voisard Asset Management Group
Michigan
$240K +$1.67K +84 +0.8%
AAP
2004
Arax Advisory Partners
Colorado
$240K +$5.61K +282 +3%
IWA
2005
IVC Wealth Advisors
Pennsylvania
$240K -$2.23K -112 -1%
WCM
2006
Wedge Capital Management
North Carolina
$240K +$5.41K +272 +3%
DWM
2007
Destination Wealth Management
California
$240K +$217K +10,902 New
MMHP
2008
Murphy Middleton Hinkle & Parker
Georgia
$240K -$19.8K -994 -8%
WCM
2009
Weik Capital Management
Pennsylvania
$240K -$19.9K -1,000 -8%
PCMK
2010
Paragon Capital Management (Kansas)
Kansas
$240K +$7.96K +400 +4%
SHFP
2011
Second Half Financial Partners
Florida
$240K -$16.5K -827 -7%
DTC
2012
Davidson Trust Company
Washington
$239K +$217K +10,883 New
OP
2013
ORG Partners
Indiana
$239K -$164K -8,250 -43%
CC
2014
Cultivar Capital
Texas
$239K – – –
RS
2015
Rakuten Securities
Japan
$239K -$255K -12,791 -54%
AFS
2016
AFG Fiduciary Services
Massachusetts
$238K -$26.2K -1,315 -11%
EHWM
2017
Eads & Heald Wealth Management
Georgia
$238K +$215K +10,820 New
EFM
2018
E Fund Management
China
$238K – – –
JFG
2019
Jefferies Financial Group
New York
$237K -$2.1M -105,776 -91%
MA
2020
Mezzasalma Advisors
New Jersey
$237K – – –
EFG
2021
Ethos Financial Group
Pennsylvania
$236K +$1.57K +79 +0.7%
KLCM
2022
KG&L Capital Management
Louisiana
$236K +$213K +10,724 New
RL
2023
Rogco LP
Oklahoma
$235K -$9.95K -500 -4%
YLHM
2024
Yelin Lapidot Holdings Management
Israel
$235K +$213K +10,685 New
TCMP
2025
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K -$22.3K -1,119 -10%
79 80
81
82 83