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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2251
Venturi Wealth Management
Texas
$264K +$10.5K +462 +4%
PCMC
2252
Private Capital Management (Colorado)
Colorado
$264K +$16.6K +730 +6%
ME
2253
McIlrath & Eck
Washington
$263K -$12K -527 -4%
CP
2254
Castleview Partners
Texas
$263K +$276K +12,117 New
CL
2255
CIM LLC
New York
$262K -$18.2K -801 -6%
PWM
2256
PBMares Wealth Management
Virginia
$262K +$17.1K +752 +7%
IIA
2257
IPG Investment Advisors
California
$261K -$4.36M -191,753 -94%
MHR
2258
Matthew Hamilton Rosenberg
$261K +$4.73K +208 +2%
WMP
2259
Wealth Management Partners
Arizona
$259K +$273 +12 +0.1%
D
2260
Diversified
Delaware
$259K +$2.57K +113 +1%
PP
2261
Professional Planning
California
$259K +$11.9K +524 +5%
LWA
2262
Lowe Wealth Advisors
Maryland
$259K +$71.5K +3,144 +36%
FPGK
2263
Financial Partners Group (Kansas)
Kansas
$258K -$29.2K -1,283 -10%
ICG
2264
InterOcean Capital Group
Tennessee
$256K -$1.04M -45,664 -79%
CCG
2265
Chatham Capital Group
Georgia
$256K -$289K -12,710 -52%
ACM
2266
Ashford Capital Management
Delaware
$256K – – –
LAS
2267
Lloyd Advisory Services
Georgia
$255K -$48.5K -2,132 -15%
MFGP
2268
Marshall Financial Group (Pennsylvania)
Pennsylvania
$255K +$887 +39 +0.3%
TW
2269
Transform Wealth
Colorado
$255K +$267K +11,723 New
EWM
2270
Evermay Wealth Management
Virginia
$254K -$116K -5,116 -30%
PWAG
2271
Polaris Wealth Advisory Group
California
$254K -$76.1K -3,346 -22%
EIA
2272
Eldridge Investment Advisors
New Hampshire
$253K +$182 +8 +0.1%
MWM
2273
MBE Wealth Management
Wisconsin
$252K -$1.8K -79 -0.7%
BFO
2274
Biltmore Family Office
North Carolina
$251K -$1.35M -59,145 -84%
ERIM
2275
Eagle Ridge Investment Management
Connecticut
$251K -$57.8K -2,541 -18%
89 90
91
92 93