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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2026
Financial Advisors Network
California
$384K +$273 +12 +0.1%
FM
2027
Family Management
New York
$383K -$181K -7,960 -31%
APG
2028
Abacus Planning Group
South Carolina
$383K -$52K -2,288 -11%
PWM
2029
Purus Wealth Management
California
$383K +$29.1K +1,280 +8%
NRI
2030
NFP Retirement Inc
California
$382K +$45.2K +1,987 +13%
PCM
2031
Prelude Capital Management
New York
$382K -$86.3K -3,792 -18%
BFG
2032
Bouchey Financial Group
New York
$382K -$55.5K -2,442 -12%
WCAMG
2033
Woodard & Company Asset Management Group
North Carolina
$382K +$16.9K +744 +4%
MM
2034
Meridian Management
Arkansas
$381K +$16.1K +708 +4%
SFG
2035
SNS Financial Group
Minnesota
$380K +$9.67K +425 +2%
MFG
2036
Monte Financial Group
Connecticut
$379K -$36.2K -1,592 -8%
GPA
2037
Garrison Point Advisors
California
$379K -$1.96K -86 -0.5%
FIA
2038
Foundations Investment Advisors
Arizona
$379K +$33.4K +1,468 +9%
IWA
2039
IVC Wealth Advisors
Pennsylvania
$378K -$591K -25,990 -60%
OPWM
2040
Oxinas Partners Wealth Management
Indiana
$378K -$42.6K -1,873 -10%
V
2041
VeraBank
Texas
$378K +$51K +2,241 +15%
HPWM
2042
Highland Private Wealth Management
Washington
$377K -$5.03K -221 -1%
CYG
2043
Clean Yield Group
Vermont
$377K – – –
AL
2044
Aspiriant LLC
California
$375K -$100K -4,398 -20%
STB
2045
S&T Bank
Pennsylvania
$374K +$12.7K +559 +3%
EWA
2046
Encompass Wealth Advisors
Oregon
$373K -$1.5K -66 -0.4%
AWP
2047
Abacus Wealth Partners
California
$372K -$64.9K -2,852 -14%
TAM
2048
Taurus Asset Management
New York
$371K +$4.98K +219 +1%
IP
2049
Investment Partners
Ohio
$371K +$10.1K +442 +3%
ASFA
2050
All Season Financial Advisors
Colorado
$371K +$388K +17,054 New
80 81
82
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