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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2126
Kelly Financial Services
Massachusetts
$331K +$92.8K +3,368 +42%
KI
2127
Kapitalo Investimentos
Brazil
$331K +$315K +11,448 New
KOC
2128
Koss-Olinger Consulting
Florida
$331K -$43.3K -1,572 -12%
BFAG
2129
Blackston Financial Advisory Group
Florida
$330K +$83.8K +3,042 +36%
SWM
2130
Salvus Wealth Management
New Jersey
$330K +$7.74K +281 +3%
FAT
2131
First American Trust
California
$330K -$13.6K -495 -4%
MFF
2132
Michels Family Financial
Texas
$329K -$12.6K -456 -4%
HWM
2133
Hemington Wealth Management
Virginia
$329K +$27.3K +992 +10%
VFG
2134
Victory Financial Group
Texas
$328K +$60K +2,176 +24%
MPI
2135
Mairs & Power Inc
Minnesota
$328K +$992 +36 +0.3%
CT
2136
Clearstead Trust
Maine
$327K +$66.9K +2,428 +27%
BIG
2137
Builder Investment Group
Georgia
$327K – – –
OFO
2138
OneAscent Family Office
Alabama
$327K -$5.21K -189 -2%
DI
2139
Disciplined Investors
Texas
$327K +$4.3K +156 +1%
HCM
2140
Hengehold Capital Management
Ohio
$327K -$31.2K -1,132 -9%
B
2141
Bailard
California
$326K +$15.6K +567 +5%
BWP
2142
Baldwin Wealth Partners
Massachusetts
$326K +$58.6K +2,127 +23%
HWA
2143
HHM Wealth Advisors
Tennessee
$326K -$5.48K -199 -2%
TW
2144
Traveka Wealth
California
$326K +$4.93K +179 +2%
AWM
2145
Affinity Wealth Management
Delaware
$326K – – –
PAMG
2146
Patton Albertson Miller Group
Tennessee
$326K +$64.8K +2,350 +26%
MWM
2147
MBE Wealth Management
Wisconsin
$325K +$19.5K +707 +7%
KFG
2148
Kelly Financial Group
Connecticut
$325K +$5.51K +200 +2%
BW
2149
Blalock Williams
Alabama
$325K +$36K +1,308 +13%
CPCM
2150
Cardinal Point Capital Management
Ontario, Canada
$325K -$54.8K -1,987 -15%
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86
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