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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2026
Shufro Rose & Co
New York
$387K +$82 +3 +0%
LFA
2027
Legacy Financial Advisors
Kentucky
$387K +$79.1K +2,894 +21%
AP
2028
Americana Partners
Texas
$387K +$92.3K +3,380 +24%
GC
2029
Gratus Capital
Georgia
$386K -$11.7K -430 -2%
KFA
2030
Krane Funds Advisors
New York
$385K -$25.9K -947 -5%
CCA
2031
Column Capital Advisors
Indiana
$384K -$108K -3,947 -18%
HB
2032
Horizon Bancorp
Indiana
$384K -$77K -2,819 -14%
CRWM
2033
Castle Rock Wealth Management
California
$383K -$611K -22,357 -56%
LWCFA
2034
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K -$8.03K -294 -2%
NICM
2035
Neo Ivy Capital Management
New York
$383K +$476K +17,417 New
HWM
2036
Howard Wealth Management
Connecticut
$382K -$31.3K -1,145 -6%
VFP
2037
Verus Financial Partners
Virginia
$382K -$1.48K -54 -0.3%
HFA
2038
Hoover Financial Advisors
Pennsylvania
$382K +$23.8K +870 +5%
JWBC
2039
John W. Brooker & Co
California
$380K – – –
RGC
2040
Roberts, Glore & Co
Illinois
$380K – – –
WP
2041
WMS Partners
Maryland
$380K +$9.84K +360 +2%
IIA
2042
IPG Investment Advisors
California
$377K +$94.6K +3,462 +25%
WCAMG
2043
Woodard & Company Asset Management Group
North Carolina
$377K +$3.17K +116 +0.7%
BIA
2044
Bigelow Investment Advisors
Maine
$376K -$234K -8,549 -33%
RICHC
2045
Renaissance Investment Consultants Holding Company
Pennsylvania
$375K +$1.28K +47 +0.3%
EIG
2046
Ellenbecker Investment Group
Wisconsin
$374K -$62.8K -2,300 -12%
HR
2047
Howe & Rusling
New York
$372K -$1.14M -41,681 -71%
VAM
2048
Verity Asset Management
North Carolina
$372K +$84.8K +3,104 +23%
PIA
2049
Perennial Investment Advisors
California
$371K -$17.2K -628 -4%
QWM
2050
Quaker Wealth Management
New Jersey
$369K -$5.03K -184 -1%
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