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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2201
Manchester Financial
California
$311K +$47.2K +2,189 +18%
SFP
2202
Sterling Financial Planning
New Jersey
$311K +$309K +14,332 New
MC
2203
Middleton & Co
Massachusetts
$310K – – –
CCA
2204
Column Capital Advisors
Indiana
$310K +$431 +20 +0.1%
KFA
2205
Krane Funds Advisors
New York
$310K +$308K +14,273 New
DIM
2206
Delta Investment Management
California
$309K -$345K -16,009 -53%
FCFC
2207
First Citizens Financial Corp
Iowa
$309K -$76.1K -3,529 -20%
NEPPG
2208
New England Professional Planning Group
Rhode Island
$309K -$884 -41 -0.3%
MA
2209
Mezzasalma Advisors
New Jersey
$309K +$307K +14,216 New
BWM
2210
Baystate Wealth Management
Massachusetts
$308K -$93.8K -4,352 -24%
EFL
2211
ERn Financial LLC
Wisconsin
$307K +$43.9K +2,034 +17%
PWM
2212
Purus Wealth Management
California
$307K +$304K +14,110 New
FPGK
2213
Financial Partners Group (Kansas)
Kansas
$305K -$42K -1,949 -12%
MWM
2214
Maltin Wealth Management
New Jersey
$305K +$5.07K +235 +2%
NCM
2215
Northside Capital Management
Oregon
$304K -$198K -9,177 -40%
PCP
2216
Proficio Capital Partners
Massachusetts
$304K +$4.87K +226 +1%
PCH
2217
PGIM Custom Harvest
New Jersey
$304K +$300K +13,894 New
PP
2218
Professional Planning
California
$303K +$301K +13,943 New
MCM
2219
MV Capital Management
Maryland
$302K +$6.28K +291 +2%
EGM
2220
Engineers Gate Manager
New York
$301K -$3.9M -180,699 -93%
D
2221
Diversified
Delaware
$301K +$301K +13,966 New
EI
2222
Ellevest Inc
New York
$300K +$35.7K +1,655 +14%
FI
2223
Financial Insights
Washington
$300K +$88.5K +4,104 +42%
FWM
2224
Fairhaven Wealth Management
Illinois
$299K +$40.9K +1,896 +16%
SFG
2225
SNS Financial Group
Minnesota
$298K -$69K -3,200 -19%
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89
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