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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2051
Cary Street Partners Investment Advisory
Virginia
$365K +$96.9K +3,515 +39%
MWA
2052
Muirfield Wealth Advisors
North Carolina
$365K +$3.47K +126 +1%
FWM
2053
Foguth Wealth Management
Michigan
$365K -$118K -4,297 -25%
TWM
2054
Trueblood Wealth Management
Ohio
$360K +$9.37K +340 +3%
DWM
2055
Darwin Wealth Management
Florida
$360K +$12.5K +454 +4%
AAS
2056
Asset Allocation Strategies
Michigan
$359K -$16.8K -608 -5%
PWM
2057
Palumbo Wealth Management
New York
$358K +$3.75K +136 +1%
HDIM
2058
Hanson & Doremus Investment Management
Vermont
$358K -$27.8K -1,010 -8%
SMH
2059
Sanders Morris Harris
Texas
$358K -$1.1M -39,801 -76%
TPWA
2060
Twin Peaks Wealth Advisors
California
$357K +$14.1K +513 +4%
CPG
2061
Cornerstone Planning Group
New Jersey
$356K +$46.8K +1,700 +15%
RBWA
2062
RFG - Bristol Wealth Advisors
Massachusetts
$355K -$2.18K -79 -0.6%
LGA
2063
Lebenthal Global Advisors
New York
$355K +$20K +724 +6%
SPC
2064
Spirepoint Private Client
Florida
$355K – – –
MSR
2065
Main Street Research
Connecticut
$355K -$94.8K -3,439 -22%
RC
2066
Rahlfs Capital
Texas
$355K – – –
IA
2067
IFC Advisors
California
$355K -$6.12K -222 -2%
COFSG
2068
Carbahal Olsen Financial Services Group
California
$354K +$717 +26 +0.2%
WWG
2069
West Wealth Group
California
$353K +$10.7K +390 +3%
CCA
2070
Cobblestone Capital Advisors
New York
$353K -$2.7K -98 -0.8%
REMPR
2071
Roof Eidam Maycock Peralta (REMP)
California
$353K – – –
NW
2072
Naviter Wealth
Arkansas
$352K -$45.4K -1,649 -12%
IIC
2073
Integrated Investment Consultants
Michigan
$351K +$334K +12,136 New
WC
2074
Woodstock Corp
Massachusetts
$351K -$2.07K -75 -0.6%
RB
2075
Renasant Bank
Mississippi
$351K -$83.2K -3,020 -20%
81 82
83
84 85