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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
2026
Uncommon Cents Investing
Wisconsin
$315K -$12.2K -525 -3%
ML
2027
McAdam LLC
Pennsylvania
$313K +$18.6K +801 +6%
AFA
2028
American Financial Advisors
Georgia
$312K +$337K +14,487 New
BHB
2029
Bank Hapoalim BM
Israel
$311K -$714K -30,658 -68%
AIM
2030
Acropolis Investment Management
Missouri
$311K -$32.2K -1,383 -9%
WFPG
2031
Waller Financial Planning Group
Ohio
$310K +$334K +14,368 New
WA
2032
Wealthstar Advisors
Texas
$308K – – –
WANY
2033
Wealthspire Advisors (New York)
New York
$308K +$333K +14,307 New
IAS
2034
IMA Advisory Services
Colorado
$306K -$698 -30 -0.2%
LA
2035
LVW Advisors
New York
$306K +$1.07K +46 +0.3%
BWA
2036
BlueSky Wealth Advisors
North Carolina
$306K +$55.5K +2,383 +22%
SIG
2037
Sargent Investment Group
Maryland
$306K +$330K +14,189 New
CAAS
2038
Capital Asset Advisory Services
Michigan
$305K -$1.56K -67 -0.5%
RHJA
2039
Rice Hall James & Associates
California
$304K – – –
TCOO
2040
Trust Company of Oklahoma
Oklahoma
$304K +$9.71K +417 +3%
GTAM
2041
Global Trust Asset Management
Florida
$303K – – –
MTC
2042
McDaniel Terry & Co
Texas
$302K -$7.71K -331 -2%
CA
2043
CapWealth Advisors
Tennessee
$302K -$1.35K -58 -0.4%
AIM
2044
Aspen Investment Management
Michigan
$298K -$18.5K -795 -5%
RP
2045
Rice Partnership
Hawaii
$297K -$17.3K -745 -5%
TWM
2046
Titus Wealth Management
California
$297K -$9.29K -399 -3%
WCF
2047
West Coast Financial
California
$293K -$670K -28,783 -68%
WIM
2048
Westside Investment Management
California
$293K +$36.9K +1,587 +13%
BWFA
2049
Baltimore-Washington Financial Advisors
Maryland
$292K +$9.24K +397 +3%
SSA
2050
Schonfeld Strategic Advisors
New York
$291K -$1.18M -50,573 -79%
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