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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2176
Essential Investment Partners
Colorado
$320K +$8.01K +300 +3%
GKWIM
2177
Gerber Kawasaki Wealth & Investment Management
California
$320K +$15.7K +589 +6%
SMA
2178
Seven Mile Advisory
New Jersey
$320K -$285K -10,676 -49%
BAMG
2179
Brand Asset Management Group
Missouri
$320K +$294K +11,024 New
OWP
2180
ORG Wealth Partners
Texas
$319K +$85.5K +3,201 +41%
BWM
2181
Biltmore Wealth Management
Arizona
$319K +$53 +2 +0%
PL
2182
PeakShares LLC
Florida
$319K +$3.85K +144 +1%
MCM
2183
Manchester Capital Management
Vermont
$319K +$8.47K +317 +3%
WAM
2184
WealthCare Asset Management
Missouri
$319K -$10.5K -394 -3%
RBWA
2185
RFG - Bristol Wealth Advisors
Massachusetts
$319K +$107 +4 +0%
BW
2186
Bravera Wealth
North Dakota
$318K +$2.14K +80 +0.7%
AIA
2187
AIMZ Investment Advisors
California
$318K -$8.01K -300 -3%
BWA
2188
Basecamp Wealth Advisors
Washington
$317K +$2.38K +89 +0.8%
AFC
2189
Ares Financial Consulting
California
$317K +$109K +4,080 +57%
TFGT
2190
TS Financial Group (TSFG)
Illinois
$317K +$7.77K +291 +3%
BWM
2191
BCGM Wealth Management
Indiana
$317K +$9.38K +351 +3%
MSFP
2192
Mark Sheptoff Financial Planning
Connecticut
$316K -$59.6K -2,231 -15%
HGA
2193
Hobbs Group Advisors
South Carolina
$316K +$67.9K +2,540 +30%
PF
2194
PlanVest Financial
Maryland
$316K +$291K +10,889 New
MWA
2195
Mills Wealth Advisors
Texas
$316K – – –
SWM
2196
Shrier Wealth Management
California
$316K +$291K +10,886 New
LWPC
2197
Legacy Wealth Partners (Colorado)
Colorado
$315K -$23.5K -878 -7%
YLHM
2198
Yelin Lapidot Holdings Management
Israel
$315K -$34.2K -1,279 -11%
ISWM
2199
Independent Solutions Wealth Management
New York
$314K -$58.2K -2,177 -17%
SWM
2200
Stockman Wealth Management
Montana
$314K -$4.35K -163 -1%
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