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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
FSA Wealth Management
Massachusetts
$241K +$218K +10,958 New
WAM
2002
WealthTrust Asset Management
Florida
$241K +$1.35K +68 +0.6%
SWM
2003
Salvus Wealth Management
New Jersey
$241K +$218K +10,952 New
AG
2004
AlTi Global
New York
$240K -$294K -14,761 -57%
VAMG
2005
Voisard Asset Management Group
Michigan
$240K +$1.67K +84 +0.8%
AAP
2006
Arax Advisory Partners
Colorado
$240K +$5.61K +282 +3%
IWA
2007
IVC Wealth Advisors
Pennsylvania
$240K -$2.23K -112 -1%
WCM
2008
Wedge Capital Management
North Carolina
$240K +$5.41K +272 +3%
DWM
2009
Destination Wealth Management
California
$240K +$217K +10,902 New
MMHP
2010
Murphy Middleton Hinkle & Parker
Georgia
$240K -$19.8K -994 -8%
WCM
2011
Weik Capital Management
Pennsylvania
$240K -$19.9K -1,000 -8%
PCMK
2012
Paragon Capital Management (Kansas)
Kansas
$240K +$7.96K +400 +4%
SHFP
2013
Second Half Financial Partners
Florida
$240K -$16.5K -827 -7%
DTC
2014
Davidson Trust Company
Washington
$239K +$217K +10,883 New
OP
2015
ORG Partners
Indiana
$239K -$164K -8,250 -43%
CC
2016
Cultivar Capital
Texas
$239K – – –
RS
2017
Rakuten Securities
Japan
$239K -$255K -12,791 -54%
AFS
2018
AFG Fiduciary Services
Massachusetts
$238K -$26.2K -1,315 -11%
EHWM
2019
Eads & Heald Wealth Management
Georgia
$238K +$215K +10,820 New
EFM
2020
E Fund Management
China
$238K – – –
JFG
2021
Jefferies Financial Group
New York
$237K -$2.1M -105,776 -91%
MA
2022
Mezzasalma Advisors
New Jersey
$237K – – –
EFG
2023
Ethos Financial Group
Pennsylvania
$236K +$1.57K +79 +0.7%
KLCM
2024
KG&L Capital Management
Louisiana
$236K +$213K +10,724 New
RL
2025
Rogco LP
Oklahoma
$235K -$9.95K -500 -4%
79 80
81
82 83