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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2076
Clayton Financial Group
Missouri
$193K – – –
YCG
2077
Yeomans Consulting Group
Georgia
$192K +$175K +10,069 New
PP
2078
PrairieView Partners
Minnesota
$192K +$174K +10,000 +18,868%
AL
2079
Aspiriant LLC
California
$192K -$97.7K -5,621 -36%
KWM
2080
Keebeck Wealth Management
Illinois
$192K +$174K +10,033 New
PBF
2081
Petix & Botte Financial
California
$191K +$174K +10,016 New
BDWCC
2082
B&D White Capital Company
Texas
$191K -$1.74K -100 -1%
NFC
2083
Northeast Financial Consultants
Connecticut
$191K -$156K -8,959 -47%
OFG
2084
Oxford Financial Group
Indiana
$191K +$174K +10,003 New
RAM
2085
Roanoke Asset Management
New Jersey
$191K – – –
VWWMG
2086
Vermillion & White Wealth Management Group
Pennsylvania
$189K – – –
UFF
2087
USA Financial Formulas
Michigan
$189K +$172K +9,877 New
CPBTD
2088
Central Pacific Bank - Trust Division
Hawaii
$189K +$8.15K +469 +5%
SWS
2089
SYSTM Wealth Solutions
Illinois
$188K -$43.4K -2,496 -20%
CAM
2090
Cacti Asset Management
Georgia
$188K – – –
WIM
2091
Westside Investment Management
California
$187K -$18.2K -1,047 -9%
GWSG
2092
GPS Wealth Strategies Group
Colorado
$184K +$17.3K +996 +12%
SOAMC
2093
Spirit of America Management Corp
New York
$182K – – –
TLCM
2094
Twin Lakes Capital Management
California
$180K +$1.6K +92 +1%
BONH
2095
Bank of New Hampshire
New Hampshire
$180K -$18.9K -1,086 -10%
HCM
2096
Hollencrest Capital Management
California
$174K – – –
TIM
2097
Tortoise Investment Management
New York
$174K +$20.6K +1,184 +15%
RA
2098
Rational Advisors
New York
$174K +$83.2K +4,783 +111%
OC
2099
Oakworth Capital
Alabama
$172K -$10.8K -624 -6%
HBW
2100
Hazlett, Burt & Watson
West Virginia
$172K -$1.32K -76 -0.8%
82 83
84
85 86