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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2276
Holistic Financial Partners
Indiana
$282K – – –
CWM
2277
Circle Wealth Management
New Jersey
$281K -$107K -4,840 -28%
BWM
2278
BigSur Wealth Management
Florida
$281K – – –
SWAG
2279
Spectrum Wealth Advisory Group
California
$281K +$1.02K +46 +0.4%
BA
2280
Bristlecone Advisors
Washington
$280K -$95.2K -4,305 -26%
WMP
2281
Wealth Management Partners
Arizona
$278K -$87.5K -3,957 -25%
OWA
2282
Opal Wealth Advisors
New York
$278K +$269K +12,170 New
CHA
2283
Cooper/Haims Advisors
New York
$277K +$268K +12,121 New
FC
2284
FCA Corp
Texas
$276K -$21.5K -974 -7%
PBC
2285
Pavion Blue Capital
California
$273K -$65.7K -2,971 -20%
DC
2286
DeDora Capital
California
$273K -$14.3K -649 -5%
PP
2287
Patron Partners
Texas
$271K +$263K +11,884 New
D
2288
Diversified
Delaware
$270K -$48.2K -2,178 -16%
BOM
2289
Bank of Marin
California
$270K -$1.04K -47 -0.4%
ACM
2290
Ashford Capital Management
Delaware
$269K – – –
MHR
2291
Matthew Hamilton Rosenberg
$269K +$32.6K +1,475 +14%
FMN
2292
Financial Management Network
California
$269K +$250K +11,327 New
NWA
2293
New World Advisors
Massachusetts
$268K -$14.6K -662 -5%
VWM
2294
Venturi Wealth Management
Texas
$268K -$243 -11 -0.1%
FBFS
2295
First Business Financial Services
Wisconsin
$268K – – –
MFGP
2296
Marshall Financial Group (Pennsylvania)
Pennsylvania
$268K +$1.08K +49 +0.4%
MWM
2297
MBE Wealth Management
Wisconsin
$267K -$36.4K -1,647 -12%
TWM
2298
TriaGen Wealth Management
California
$267K -$27.8K -1,258 -10%
NWM
2299
Northwest Wealth Management
Iowa
$267K +$3.6K +163 +1%
LFG
2300
Larson Financial Group
Missouri
$266K +$5.17K +234 +2%
90 91
92
93 94