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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2076
Atlas Capital Advisors
Wyoming
$341K -$13.4K -505 -4%
PWA
2077
Physician Wealth Advisors
Utah
$341K +$321K +12,107 New
RTS
2078
Round Table Services
New Jersey
$339K -$144K -5,449 -31%
LA
2079
Legacy Advisors
Pennsylvania
$339K +$26.1K +986 +9%
BWL
2080
Bogart Wealth LLC
Virginia
$339K +$73.5K +2,775 +30%
RIM
2081
Redwood Investment Management
Arizona
$337K -$38.8K -1,463 -11%
PFS
2082
Physicians Financial Services
North Carolina
$336K -$24.6K -927 -7%
CA
2083
CapWealth Advisors
Tennessee
$335K – – –
NWA
2084
New World Advisors
Massachusetts
$335K – – –
QAM
2085
QCI Asset Management
New York
$334K +$16.2K +611 +6%
MTC
2086
McDaniel Terry & Co
Texas
$334K +$55.2K +2,083 +22%
SBL
2087
Sargent Bickham Lagudis
Colorado
$334K +$93.4K +3,527 +43%
MFGP
2088
Marshall Financial Group (Pennsylvania)
Pennsylvania
$332K -$143K -5,391 -32%
ACM
2089
Ashford Capital Management
Delaware
$332K – – –
RHJA
2090
Rice Hall James & Associates
California
$332K – – –
KFS
2091
Kelly Financial Services
Massachusetts
$332K +$19.5K +735 +7%
RPG
2092
Resource Planning Group
Georgia
$330K -$53.7K -2,028 -15%
HI
2093
Hendershot Investments
Virginia
$330K – – –
SIMM
2094
Stillwater Investment Management (Minnesota)
Minnesota
$330K – – –
AEPG
2095
American Economic Planning Group
New Jersey
$329K -$11.6K -437 -4%
TPW
2096
Tiller Private Wealth
Pennsylvania
$327K +$7.13K +269 +2%
FDS
2097
Freedom Day Solutions
Texas
$327K +$303K +11,451 New
VWA
2098
VERITY Wealth Advisors
United States
$322K – – –
CH
2099
Canton Hathaway
Rhode Island
$321K +$117K +4,408 +65%
WA
2100
WP Advisors
California
$319K -$38.8K -1,466 -12%
82 83
84
85 86