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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
2001
Cardinal Point Capital Management
Ontario, Canada
$373K +$332K +13,205 New
SI
2002
Seeds Investor
New York
$373K -$3.9K -155 -1%
CPA
2003
Clear Point Advisors
New York
$373K +$1.08K +43 +0.3%
VP
2004
Verum Partners
North Carolina
$370K +$21.1K +839 +7%
RWI
2005
Red Wave Investments
Pennsylvania
$369K +$1.46K +58 +0.4%
WAS
2006
Winch Advisory Services
Wisconsin
$369K +$6.69K +266 +2%
KOC
2007
Koss-Olinger Consulting
Florida
$368K -$4.2K -167 -1%
AAS
2008
Asset Allocation Strategies
Michigan
$368K -$2.56K -102 -0.8%
BHIA
2009
Birch Hill Investment Advisors
Massachusetts
$368K – – –
SLFPAM
2010
St. Louis Financial Planners Asset Management
Missouri
$367K +$326K +12,975 New
SPA
2011
Shore Point Advisors
New Jersey
$367K – – –
CGA
2012
Crescent Grove Advisors
Illinois
$366K +$26.7K +1,062 +9%
KA
2013
Klingman & Associates
New York
$365K +$37.8K +1,502 +13%
SWM
2014
Sculati Wealth Management
Michigan
$365K -$87.3K -3,473 -21%
TW
2015
TritonPoint Wealth
Maryland
$365K +$59.5K +2,367 +22%
RWP
2016
Revolve Wealth Partners
New Jersey
$364K -$31.1K -1,236 -9%
VPP
2017
Vertex Planning Partners
Illinois
$364K +$2.79K +111 +0.9%
LSA
2018
Lion Street Advisors
Texas
$363K -$2.84K -113 -0.9%
EWA
2019
Etesian Wealth Advisors
Oregon
$362K -$109K -4,321 -25%
CS
2020
Cannell & Spears
New York
$362K -$7.92K -315 -2%
RF
2021
RHS Financial
California
$361K -$12K -476 -4%
CWM
2022
Calamos Wealth Management
Illinois
$361K -$63.1K -2,508 -16%
LGWM
2023
Litman Gregory Wealth Management
California
$361K -$239K -9,500 -43%
MIP
2024
Marietta Investment Partners
Wisconsin
$361K – – –
SLWA
2025
San Luis Wealth Advisors
California
$359K -$925K -36,785 -74%
79 80
81
82 83