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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2026
Fortis Capital Advisors
Kansas
$322K -$9.29K -367 -3%
ORC
2027
O'Rourke & Company
Massachusetts
$322K +$608 +24 +0.2%
SWM
2028
Segment Wealth Management
Texas
$322K +$329K +12,977 New
SPA
2029
Shore Point Advisors
New Jersey
$322K – – –
BCP
2030
Blue Chip Partners
Michigan
$322K -$45.6K -1,802 -12%
YCG
2031
Yeomans Consulting Group
Georgia
$322K +$24.3K +961 +8%
RPWA
2032
Regent Peak Wealth Advisors
Georgia
$322K -$3.57K -141 -1%
MAM
2033
MWA Asset Management
Massachusetts
$321K +$31.7K +1,252 +11%
TCM
2034
Triumph Capital Management
Colorado
$320K +$50.8K +2,006 +18%
EP
2035
Edgestream Partners
New Jersey
$320K -$108K -4,252 -25%
SWP
2036
Strategic Wealth Partners
Ohio
$320K +$161K +6,372 +98%
CPA
2037
Clear Point Advisors
New York
$319K -$8.1K -320 -2%
IPW
2038
Inlet Private Wealth
Florida
$319K -$838K -33,100 -72%
CL
2039
CLG LLC
California
$319K -$83.2K -3,286 -20%
SRC
2040
Sage Rhino Capital
California
$318K -$11.4K -451 -3%
AWMM
2041
Aegis Wealth Management (Maryland)
Maryland
$318K -$53.8K -2,126 -14%
PAG
2042
Poinciana Advisors Group
Florida
$317K +$3.62K +143 +1%
CSI
2043
Cross Staff Investments
New York
$317K -$26.2K -1,035 -8%
NAMM
2044
NorthStar Asset Management (Massachusetts)
Massachusetts
$316K +$322K +12,728 New
NF
2045
Napier Financial
Massachusetts
$316K +$322K +12,719 New
KFAS
2046
Keating Financial Advisory Services
Kansas
$315K +$321K +12,677 New
WF
2047
WealthPoint Financial
North Carolina
$315K +$321K +12,667 New
CA
2048
Cullinan Associates
Kentucky
$314K -$410K -16,200 -56%
WAM
2049
WealthCare Asset Management
Missouri
$314K +$289K +11,404 New
BAM
2050
Belleair Asset Management
Florida
$314K +$320K +12,635 New
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