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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2251
Sage Financial Group
Pennsylvania
$55K – – –
SCA
2252
Stuart Chaussee & Associates
California
$55K – – –
BDWM
2253
Brewin Dolphin Wealth Management
Ireland
$54.9K +$20K +795 +54%
AIM
2254
Arcadia Investment Management
Michigan
$52K – – –
SMG
2255
Spectrum Management Group
Indiana
$51K -$16.6K -662 -24%
CAL
2256
Capital Advisors Ltd
Ohio
$50K +$5.12K +204 +11%
NCM
2257
New Capital Management
Texas
$43K -$49.7K -1,981 -53%
TWMP
2258
Taylor Wealth Management Partners
Massachusetts
$43K – – –
WAM
2259
Watermark Asset Management
California
$40K +$7.71K +307 +23%
BAMG
2260
Brand Asset Management Group
Missouri
$40K +$41.6K +1,656 New
AC
2261
Avestar Capital
New York
$37K +$3.29K +131 +8%
PHK
2262
Point72 Hong Kong
Hong Kong
$37K +$38.8K +1,545 New
SPL
2263
Smart Portfolios LLC
Washington
$36K – – –
FEG
2264
Financial Enhancement Group
Indiana
$35K – – –
BCM
2265
Brasada Capital Management
Texas
$33K +$34.1K +1,357 New
CCMW
2266
Cypress Capital Management (Wyoming)
Wyoming
$32K – – –
PS
2267
Portfolio Strategies
New York
$32K +$50 +2 +0.2%
SQA
2268
Simon Quick Advisors
New Jersey
$30K -$10.3K -409 -25%
CIM
2269
Contravisory Investment Management
Massachusetts
$29K +$9.84K +392 +49%
CWM
2270
Cranbrook Wealth Management
Michigan
$29K +$17.1K +683 +133%
ACM
2271
AUA Capital Management
Pennsylvania
$28K +$29.4K +1,172 New
AP
2272
Arlington Partners
Alabama
$27K -$2.31K -92 -8%
BL
2273
Balentine LLC
Georgia
$26K +$26.6K +1,061 New
RWM
2274
Raffa Wealth Management
District of Columbia
$24.1K +$2.99K +119 +14%
RAM
2275
Riggs Asset Management
Pennsylvania
$24K +$8.56K +341 +51%
89 90
91
92 93