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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2076
Wealth Architects
California
$275K +$8.28K +330 +3%
CANY
2077
Caxton Associates (New York)
New York
$274K -$370K -14,748 -57%
CGL
2078
Clarius Group LLC
Washington
$273K +$46.3K +1,846 +20%
TI
2079
Truepoint Inc
Ohio
$273K +$274K +10,919 +3,076%
IUHSA
2080
Itau Unibanco Holding S.A.
Brazil
$273K +$283K +11,259 New
AAM
2081
Autus Asset Management
Arizona
$272K -$13.3K -528 -4%
BWA
2082
BlueSky Wealth Advisors
North Carolina
$272K +$45K +1,791 +19%
PC
2083
Periscope Capital
Ontario, Canada
$272K +$281K +11,212 New
NCM
2084
Northside Capital Management
Oregon
$271K +$281K +11,179 New
FPGK
2085
Financial Partners Group (Kansas)
Kansas
$271K +$281K +11,189 New
BEAM
2086
Baker Ellis Asset Management
Washington
$269K -$80.5K -3,206 -22%
BCA
2087
Berman Capital Advisors
Georgia
$269K +$10.7K +427 +4%
GCP
2088
GSA Capital Partners
United Kingdom
$262K -$111K -4,433 -29%
LFS
2089
Legacy Financial Strategies
Kansas
$262K +$6.55K +261 +2%
SM
2090
Sciencast Management
New Jersey
$262K +$279K +11,108 New
MWM
2091
MinichMacGregor Wealth Management
New York
$261K -$52K -2,071 -16%
HT
2092
Heritage Trust
Oklahoma
$258K -$4.12K -164 -2%
WIP
2093
Wellesley Investment Partners
Massachusetts
$258K +$12.1K +481 +5%
PWM
2094
Paulson Wealth Management
Illinois
$256K -$10.4K -414 -4%
LSA
2095
L & S Advisors
California
$256K +$265K +10,544 New
IHL
2096
Investment House LLC
California
$255K +$42.9K +1,709 +19%
PAM
2097
Pegasus Asset Management
New York
$254K -$35.6K -1,418 -12%
SA
2098
Sicart Associates
New York
$254K – – –
BWA
2099
Burt Wealth Advisors
Maryland
$254K +$56.2K +2,240 +27%
TC
2100
TradeLink Capital
Illinois
$254K +$263K +10,460 New
82 83
84
85 86