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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2026
First United Bank & Trust
Maryland
$224K -$161 -9 -0.1%
UF
2027
Univest Financial
Pennsylvania
$224K – – –
CCM
2028
Cohen Capital Management
California
$223K -$133K -7,421 -38%
OTL
2029
Oak Thistle LLC
New York
$223K +$216K +12,095 New
NC
2030
NBW Capital
Massachusetts
$222K +$216K +12,075 New
OQS
2031
Occudo Quantitative Strategies
Florida
$222K +$216K +12,074 New
WF
2032
Wayfinding Financial
Washington
$222K +$165K +9,216 New
KWS
2033
Keystone Wealth Services
California
$221K -$52.7K -2,943 -20%
GEA
2034
Glen Eagle Advisors
New Jersey
$221K -$9.51K -531 -4%
LCM
2035
LCM Capital Management
Illinois
$221K -$143 -8 -0.1%
GIM
2036
Grassi Investment Management
California
$221K – – –
MIA
2037
MMBG Investment Advisors
Florida
$221K +$215K +12,030 New
CP
2038
Castleview Partners
Texas
$221K +$12.6K +706 +6%
B
2039
Bailard
California
$220K -$3.58K -200 -2%
CL
2040
CIM LLC
New York
$220K -$215 -12 -0.1%
PWA
2041
Physician Wealth Advisors
Utah
$219K -$1.77K -99 -0.9%
WCM
2042
Windsor Capital Management
Arizona
$219K – – –
KA
2043
Klingman & Associates
New York
$219K +$4.42K +247 +2%
ES
2044
ETF Store
Kansas
$219K +$8.04K +449 +4%
WA
2045
Wealthstar Advisors
Texas
$218K +$212K +11,866 New
JWM
2046
Janiczek Wealth Management
Colorado
$218K +$51.8K +2,893 +35%
PWMG
2047
Provence Wealth Management Group
California
$217K +$211K +11,792 New
RMCM
2048
Reynders McVeigh Capital Management
Massachusetts
$217K -$36.7K -2,050 -15%
AC
2049
AlphaCore Capital
California
$217K -$47.1K -2,629 -18%
PBC
2050
Pavion Blue Capital
California
$216K -$13.9K -774 -6%
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