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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2001
Poinciana Advisors Group
Florida
$287K +$284K +12,620 New
ORC
2002
O'Rourke & Company
Massachusetts
$287K +$74K +3,290 +35%
HDIM
2003
Hanson & Doremus Investment Management
Vermont
$287K +$22.2K +985 +8%
TC
2004
Trilogy Capital
California
$286K +$22.5K +1,000 +9%
AFAS
2005
Acorn Financial Advisory Services
Virginia
$286K -$6.44K -286 -2%
OWA
2006
Octavia Wealth Advisors
Ohio
$285K -$19.3K -858 -6%
HCM
2007
Hengehold Capital Management
Ohio
$285K – – –
CPC
2008
Congress Park Capital
New York
$285K +$281K +12,500 New
PFWA
2009
Paces Ferry Wealth Advisors
Georgia
$284K +$1.67K +74 +0.6%
SPWM
2010
Spartan Planning & Wealth Management
North Carolina
$284K +$281K +12,469 New
TCM
2011
TT Capital Management
California
$283K +$281K +12,479 New
GBT
2012
Grove Bank & Trust
Florida
$283K +$25.9K +1,153 +10%
BBA
2013
Baader Bank Aktiengesellschaft
Germany
$283K -$118K -5,235 -30%
NAMP
2014
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$282K -$97K -4,308 -26%
WA
2015
Wealthstream Advisors
New York
$282K +$9.99K +444 +4%
NSB
2016
Norway Savings Bank
Maine
$281K -$7.29K -324 -3%
CWM
2017
Connecticut Wealth Management
Connecticut
$281K +$25.1K +1,117 +10%
HWA
2018
HHM Wealth Advisors
Tennessee
$281K +$48.5K +2,157 +21%
MWA
2019
Muirfield Wealth Advisors
North Carolina
$281K +$3.4K +151 +1%
MSR
2020
Main Street Research
Connecticut
$281K -$2.3K -102 -0.8%
GFPC
2021
Global Financial Private Client
Florida
$280K +$2.61K +116 +1%
IP
2022
Investment Partners
Ohio
$280K +$6.77K +301 +3%
IA
2023
Inspire Advisors
Idaho
$280K +$277K +12,311 New
RC
2024
Rahlfs Capital
Texas
$279K +$276K +12,252 New
EA
2025
Ergawealth Advisors
Illinois
$279K -$2.27K -101 -0.8%
79 80
81
82 83