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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2001
LCM Capital Management
Illinois
$288K +$13.3K +589 +5%
SWM
2002
Selective Wealth Management
Virginia
$287K -$24.1K -1,070 -8%
PAG
2003
Poinciana Advisors Group
Florida
$287K +$284K +12,620 New
ORC
2004
O'Rourke & Company
Massachusetts
$287K +$74K +3,290 +35%
HDIM
2005
Hanson & Doremus Investment Management
Vermont
$287K +$22.2K +985 +8%
TC
2006
Trilogy Capital
California
$286K +$22.5K +1,000 +9%
AFAS
2007
Acorn Financial Advisory Services
Virginia
$286K -$6.44K -286 -2%
OWA
2008
Octavia Wealth Advisors
Ohio
$285K -$19.3K -858 -6%
HCM
2009
Hengehold Capital Management
Ohio
$285K – – –
CPC
2010
Congress Park Capital
New York
$285K +$281K +12,500 New
PFWA
2011
Paces Ferry Wealth Advisors
Georgia
$284K +$1.67K +74 +0.6%
SPWM
2012
Spartan Planning & Wealth Management
North Carolina
$284K +$281K +12,469 New
TCM
2013
TT Capital Management
California
$283K +$281K +12,479 New
GBT
2014
Grove Bank & Trust
Florida
$283K +$25.9K +1,153 +10%
BBA
2015
Baader Bank Aktiengesellschaft
Germany
$283K -$118K -5,235 -30%
NAMP
2016
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$282K -$97K -4,308 -26%
WA
2017
Wealthstream Advisors
New York
$282K +$9.99K +444 +4%
NSB
2018
Norway Savings Bank
Maine
$281K -$7.29K -324 -3%
CWM
2019
Connecticut Wealth Management
Connecticut
$281K +$25.1K +1,117 +10%
HWA
2020
HHM Wealth Advisors
Tennessee
$281K +$48.5K +2,157 +21%
MWA
2021
Muirfield Wealth Advisors
North Carolina
$281K +$3.4K +151 +1%
MSR
2022
Main Street Research
Connecticut
$281K -$2.3K -102 -0.8%
GFPC
2023
Global Financial Private Client
Florida
$280K +$2.61K +116 +1%
IP
2024
Investment Partners
Ohio
$280K +$6.77K +301 +3%
IA
2025
Inspire Advisors
Idaho
$280K +$277K +12,311 New
79 80
81
82 83