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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2101
Essential Planning
New Hampshire
$333K -$18.7M -745,214 -98%
BMM
2102
Berkshire Money Management
Massachusetts
$333K -$75 -3 -0%
AWM
2103
Aberdeen Wealth Management
Illinois
$333K -$2.52K -100 -0.8%
MF
2104
Manchester Financial
California
$332K +$226 +9 +0.1%
BEW
2105
Burton Enright Welch
California
$332K +$295K +11,724 New
LWM
2106
Lodestone Wealth Management
Washington
$331K +$226 +9 +0.1%
WJA
2107
Willis Johnson & Associates
Texas
$331K -$981 -39 -0.3%
NAMP
2108
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$331K -$17.6K -700 -6%
TPWA
2109
Twin Peaks Wealth Advisors
California
$331K +$303K +12,031 New
SFG
2110
Sather Financial Group
Texas
$330K +$25 +1 +0%
HR
2111
Howe & Rusling
New York
$329K +$24.4K +970 +9%
ONSWM
2112
Old North State Wealth Management
North Carolina
$329K +$293K +11,636 New
SPG
2113
Strategic Planning Group
Utah
$329K +$11.8K +469 +4%
RFS
2114
Richardson Financial Services
Massachusetts
$328K -$5.05K -201 -2%
LGA
2115
Lebenthal Global Advisors
New York
$327K – – –
KLCM
2116
KG&L Capital Management
Louisiana
$325K +$23.5K +934 +9%
OFO
2117
OneAscent Family Office
Alabama
$325K +$31.8K +1,263 +12%
HWA
2118
HHM Wealth Advisors
Tennessee
$324K -$22.2K -884 -7%
KWM
2119
Keebeck Wealth Management
Illinois
$323K +$46.4K +1,844 +19%
SCM
2120
SCS Capital Management
Massachusetts
$323K +$287K +11,419 New
YCG
2121
Yeomans Consulting Group
Georgia
$321K -$5.91K -235 -2%
AWS
2122
Aspen Wealth Strategies
Colorado
$321K -$17.2K -684 -6%
AI
2123
Accredited Investors
Minnesota
$321K +$3.19K +127 +1%
TCBWMS
2124
Texas Capital Bank Wealth Management Services
Texas
$320K +$1.26K +50 +0.4%
BIG
2125
Builder Investment Group
Georgia
$320K – – –
83 84
85
86 87