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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2001
Powers Advisory Group
Illinois
$373K +$14.3K +503 +4%
CPA
2002
Clear Point Advisors
New York
$372K -$341 -12 -0.1%
TW
2003
TritonPoint Wealth
Maryland
$372K +$1.62K +57 +0.4%
TPWM
2004
Twelve Points Wealth Management
Massachusetts
$372K -$28 -1 -0%
RS
2005
R Squared
Hong Kong
$371K +$374K +13,154 New
NA
2006
Navellier & Associates
Nevada
$371K +$373K +13,152 New
CGH
2007
CMG Global Holdings
Texas
$371K +$27.9K +981 +7%
SPC
2008
Spirepoint Private Client
Florida
$371K +$24.4K +860 +7%
FFC
2009
Frederick Financial Consultants
Maryland
$370K -$32.7K -1,151 -8%
OAM
2010
Oak Asset Management
California
$370K – – –
TC
2011
TFR Capital
Texas
$370K -$28.7K -1,011 -7%
RPWA
2012
Regent Peak Wealth Advisors
Georgia
$370K +$372K +13,094 New
CW
2013
Channel Wealth
California
$370K +$1.16K +41 +0.3%
CFA
2014
Capstone Financial Advisors
Illinois
$369K +$5.42K +191 +1%
HW
2015
HORAN Wealth
Ohio
$369K +$371K +13,065 New
ISWM
2016
Independent Solutions Wealth Management
New York
$367K -$653 -23 -0.2%
BHIA
2017
Birch Hill Investment Advisors
Massachusetts
$367K – – –
ISFAN
2018
Investor's Fiduciary Advisor Network
Washington
$367K – – –
VFA
2019
Voya Financial Advisors
Connecticut
$366K -$18.6K -654 -5%
RWI
2020
Red Wave Investments
Pennsylvania
$366K -$4.12K -145 -1%
SPA
2021
Shore Point Advisors
New Jersey
$366K – – –
ORC
2022
O'Rourke & Company
Massachusetts
$366K -$10.4K -367 -3%
DI
2023
Disciplined Investors
Texas
$366K +$47.1K +1,658 +15%
ICP
2024
Interchange Capital Partners
Pennsylvania
$365K +$138K +4,844 +60%
GAM
2025
Gemmer Asset Management
California
$364K +$5.51K +194 +2%
79 80
81
82 83