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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2076
Regent Peak Wealth Advisors
Georgia
$390K -$72K -3,257 -16%
OIM
2077
Orca Investment Management
Oregon
$390K +$24.4K +1,103 +7%
SFG
2078
SNS Financial Group
Minnesota
$390K +$73.6K +3,327 +24%
IF
2079
IRON Financial
Illinois
$388K -$46.3K -2,094 -11%
SFG
2080
Sowa Financial Group
Rhode Island
$388K – – –
KPWG
2081
KFA Private Wealth Group
Virginia
$388K +$27.9K +1,263 +8%
KWA
2082
KCS Wealth Advisory
California
$387K +$5.33K +241 +1%
GAG
2083
GM Advisory Group
New York
$385K -$39.8K -1,801 -10%
TAM
2084
Taurus Asset Management
New York
$385K -$11.8K -532 -3%
CCP
2085
Clarkston Capital Partners
Michigan
$385K +$372K +16,823 New
SWA
2086
Sutton Wealth Advisors
Florida
$384K +$1.28K +58 +0.3%
EWM
2087
Evermay Wealth Management
Virginia
$384K -$65.9K -2,979 -15%
WCAMG
2088
Woodard & Company Asset Management Group
North Carolina
$384K -$11.7K -529 -3%
MM
2089
Meridian Management
Arkansas
$384K -$9.44K -427 -2%
SCI
2090
Stableford Capital II
Arizona
$384K +$81.4K +3,680 +28%
LA
2091
Latitude Advisors
Florida
$383K -$7.72K -349 -2%
STB
2092
S&T Bank
Pennsylvania
$382K – – –
BMWM
2093
Brown Miller Wealth Management
Virginia
$382K +$13K +586 +4%
REMPR
2094
Roof Eidam Maycock Peralta (REMP)
California
$381K -$45.4K -2,052 -11%
VFP
2095
Verus Financial Partners
Virginia
$381K +$4.29K +194 +1%
IP
2096
Investment Partners
Ohio
$380K +$34K +1,537 +10%
EFM
2097
E Fund Management
China
$380K +$367K +16,600 New
OPCM
2098
Osborne Partners Capital Management
California
$379K -$524K -23,714 -59%
TWM
2099
Titus Wealth Management
California
$379K +$13.2K +597 +4%
LCAM
2100
London & Capital Asset Management
United Kingdom
$379K +$48.8K +2,208 +15%
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84
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