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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2001
Buska Wealth Management
Wisconsin
$392K +$909 +33 +0.2%
OFS
2002
Orrstown Financial Services
Pennsylvania
$389K +$145K +5,262 +64%
CWP
2003
CFM Wealth Partners
Texas
$389K -$7.88K -286 -2%
MHR
2004
Matthew Hamilton Rosenberg
$388K +$164K +5,948 +80%
PFS
2005
Prospect Financial Services
New York
$388K -$99K -3,594 -21%
CFG
2006
Copley Financial Group
California
$387K +$368K +13,365 New
ORC
2007
O'Rourke & Company
Massachusetts
$386K +$579 +21 +0.2%
RLH
2008
RD Lewis Holdings
Florida
$385K -$248 -9 -0.1%
RB
2009
Rodgers Brothers
Pennsylvania
$385K -$160K -5,802 -30%
VFA
2010
Voya Financial Advisors
Connecticut
$385K -$59.1K -2,144 -14%
SRC
2011
Sage Rhino Capital
California
$385K +$524 +19 +0.1%
CPA
2012
Clear Point Advisors
New York
$382K +$55 +2 +0%
TPWM
2013
Twelve Points Wealth Management
Massachusetts
$381K -$2.21K -80 -0.6%
MFWP
2014
Mosaic Family Wealth Partners
Missouri
$380K -$57.6K -2,090 -14%
WAS
2015
Winch Advisory Services
Wisconsin
$380K +$2.59K +94 +0.7%
RWI
2016
Red Wave Investments
Pennsylvania
$380K +$1.49K +54 +0.4%
EA
2017
Ergawealth Advisors
Illinois
$380K +$23.9K +867 +7%
OAM
2018
Oak Asset Management
California
$379K -$4.58K -166 -1%
SMA
2019
Seven Mile Advisory
New Jersey
$379K -$15K -543 -4%
TW
2020
TritonPoint Wealth
Maryland
$379K +$5.79K +210 +2%
CWM
2021
Calamos Wealth Management
Illinois
$379K +$9.07K +329 +3%
KWM
2022
Keebeck Wealth Management
Illinois
$378K +$44.8K +1,625 +14%
CFFP
2023
Center for Financial Planning
Michigan
$378K -$16.4K -596 -4%
CW
2024
Channel Wealth
California
$378K -$10.1K -367 -3%
ISWM
2025
Independent Solutions Wealth Management
New York
$377K +$90.9K +3,300 +34%
79 80
81
82 83