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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2101
Paragon Advisors
Texas
$345K +$361K +15,854 New
FWM
2102
FSA Wealth Management
Massachusetts
$344K – – –
AI
2103
AXS Investments
New York
$342K +$139K +6,099 +63%
FA
2104
Fermata Advisors
California
$342K +$357K +15,713 New
ODCM
2105
Old Dominion Capital Management
Virginia
$341K -$36.8K -1,618 -9%
MFP
2106
Meridian Financial Partners
Virginia
$341K +$5.69K +250 +2%
EFL
2107
ERn Financial LLC
Wisconsin
$339K -$7.21K -317 -2%
LC
2108
Lindbrook Capital
California
$339K +$74.7K +3,284 +27%
PP
2109
Patron Partners
Texas
$339K +$85.1K +3,742 +31%
PP
2110
Pacifica Partners
Canada
$338K +$2.21K +97 +0.6%
WAS
2111
Winch Advisory Services
Wisconsin
$337K -$4.41K -194 -1%
GF
2112
Goodman Financial
Texas
$337K – – –
HFAS
2113
Hummer Financial Advisory Services
Illinois
$336K – – –
ITIM
2114
Indiana Trust & Investment Management
Indiana
$335K +$27.1K +1,193 +8%
IF
2115
IRON Financial
Illinois
$334K -$36.5K -1,604 -9%
AWM
2116
Affinity Wealth Management
Delaware
$334K -$182 -8 -0.1%
MIP
2117
Marietta Investment Partners
Wisconsin
$334K – – –
MAM
2118
MMA Asset Management
Pennsylvania
$334K +$11.3K +495 +3%
WP
2119
WealthShield Partners
North Carolina
$334K +$48.4K +2,128 +16%
RB
2120
Renasant Bank
Mississippi
$333K -$169K -7,437 -33%
MFW
2121
Meristem Family Wealth
Minnesota
$333K +$349K +15,339 New
WAS
2122
Wealth Advisory Solutions
Indiana
$330K -$6.96K -306 -2%
W
2123
WealthOne
New York
$329K -$92.5K -4,065 -21%
SFS
2124
Summit Financial Strategies
Ohio
$329K -$2.14K -94 -0.6%
AC
2125
Apella Capital
Connecticut
$329K +$1.57K +69 +0.5%
83 84
85
86 87