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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2051
Rooted Wealth Advisors
Illinois
$187K +$25.6K +1,505 +15%
CCM
2052
Cohen Capital Management
California
$186K -$2.44K -143 -1%
FWM
2053
Focused Wealth Management
New York
$186K +$5.37K +315 +3%
WAS
2054
Winch Advisory Services
Wisconsin
$186K -$58.6K -3,442 -23%
DOA
2055
D'Orazio & Associates
Virginia
$186K +$1.45K +85 +0.7%
AGC
2056
Aspen Grove Capital
Colorado
$185K +$198K +11,623 New
CFP
2057
Catalyst Financial Partners
Massachusetts
$185K -$52.9K -3,103 -21%
FMI
2058
F/M Investments
District of Columbia
$185K +$715 +42 +0.4%
SIC
2059
Sterling Investment Counsel
New York
$184K – – –
LCM
2060
Liberty Capital Management
Michigan
$184K – – –
OPWM
2061
Oxinas Partners Wealth Management
Indiana
$184K +$1.79K +105 +0.9%
WAM
2062
WealthTrust Asset Management
Florida
$184K +$23.6K +1,387 +14%
KAM
2063
KEB Asset Management
Illinois
$183K -$28.9K -1,695 -13%
W
2064
WealthOne
New York
$183K -$7.68K -451 -4%
LNWTC
2065
Laird Norton Wetherby Trust Company
Washington
$183K – – –
MFG
2066
Midwest Financial Group
Kansas
$183K +$196K +11,493 New
AWG
2067
Altus Wealth Group
Colorado
$183K +$5.11K +300 +3%
EP
2068
Essential Planning
New Hampshire
$182K +$195K +11,437 New
HWMG
2069
Hurlow Wealth Management Group
Indiana
$181K -$1.87K -110 -1%
KPWG
2070
KFA Private Wealth Group
Virginia
$180K -$62.9K -3,691 -25%
CCA
2071
Cobblestone Capital Advisors
New York
$180K -$14.5K -850 -7%
WCM
2072
Wedge Capital Management
North Carolina
$179K -$10.5K -618 -5%
PWM
2073
Prosperity Wealth Management
California
$179K -$86.8K -5,099 -31%
PCMK
2074
Paragon Capital Management (Kansas)
Kansas
$178K -$5.13K -301 -3%
PBC
2075
Pavion Blue Capital
California
$178K -$10.4K -609 -5%
81 82
83
84 85