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AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
2026
Cornerstone Advisors (Washington)
Washington
$306K +$52.5K +2,283 +21%
LSPW
2027
Lake Street Private Wealth
Illinois
$306K +$297K +12,916 New
TI
2028
Truepoint Inc
Ohio
$304K +$81.5K +3,542 +38%
KCM
2029
Karp Capital Management
California
$303K -$13.1K -568 -4%
FBA
2030
Front Barnett Associates
Illinois
$303K -$10.9K -476 -4%
LFASL
2031
Lugano Financial Advisors SA (LFA)
Switzerland
$303K +$48.7K +2,115 +20%
BMM
2032
Berkshire Money Management
Massachusetts
$301K -$85.3K -3,707 -23%
WDL
2033
Well Done LLC
Michigan
$301K -$2.55K -111 -0.9%
CSS
2034
Cubist Systematic Strategies
Connecticut
$299K -$675K -29,363 -70%
P
2035
&Partners
Tennessee
$299K -$122K -5,289 -30%
RP
2036
Rice Partnership
Hawaii
$299K -$25.8K -1,121 -8%
FAM
2037
Fenimore Asset Management
New York
$299K +$36.9K +1,604 +15%
TCOO
2038
Trust Company of Oklahoma
Oklahoma
$298K -$34.4K -1,496 -11%
SAM
2039
Security Asset Management
New York
$297K -$93K -4,042 -24%
SFC
2040
SYM Financial Corp
Indiana
$297K -$4.97K -216 -2%
GJIC
2041
Gamble Jones Investment Counsel
California
$296K -$92.8K -4,034 -24%
WC
2042
Weil Company
California
$295K – – –
DC
2043
DeDora Capital
California
$294K +$1.4K +61 +0.5%
W
2044
Wealthquest
Ohio
$293K -$172K -7,472 -38%
W
2045
WealthOne
New York
$292K -$229K -9,935 -89%
CA
2046
Crewe Advisors
Utah
$292K +$100K +4,358 +55%
SICM
2047
Sustainable Insight Capital Management
New York
$291K -$536K -23,290 -65%
BWP
2048
Baldwin Wealth Partners
Massachusetts
$291K -$16K -695 -5%
WG
2049
Winton Group
United Kingdom
$290K -$63.1K -2,745 -18%
B
2050
Brightworth
Georgia
$289K -$60.2K -2,619 -18%
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82
83 84