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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2301
Peddock Capital Advisors
Massachusetts
$262K +$34.2K +1,588 +15%
IHL
2302
Investment House LLC
California
$261K -$991K -45,934 -79%
FPCM
2303
Financial Partners Capital Management
New York
$261K +$14.3K +662 +6%
SWM
2304
SVA Wealth Management
Wisconsin
$260K +$43 +2 +0%
GCP
2305
Gill Capital Partners
Colorado
$260K +$1.75K +81 +0.7%
FIA
2306
Foundations Investment Advisors
Arizona
$259K -$729K -33,784 -74%
GWAG
2307
Garrett Wealth Advisory Group
Texas
$258K -$73.7K -3,418 -22%
CAM
2308
Congress Asset Management
Massachusetts
$258K +$1.83K +85 +0.7%
LWP
2309
Lumature Wealth Partners
Georgia
$258K +$257K +11,899 New
BOM
2310
Bank of Marin
California
$257K +$256K +11,858 New
ACM
2311
Ashford Capital Management
Delaware
$256K – – –
AL
2312
ADE LLC
Maryland
$256K +$254K +11,772 New
FBFS
2313
First Business Financial Services
Wisconsin
$255K – – –
SFS
2314
Summit Financial Strategies
Ohio
$255K +$24K +1,114 +10%
VWM
2315
Venturi Wealth Management
Texas
$254K -$174K -8,071 -41%
FMP
2316
Financial Management Professionals
Texas
$254K +$12.5K +581 +5%
MC
2317
Miramar Capital
Illinois
$254K +$252K +11,671 New
MFGP
2318
Marshall Financial Group (Pennsylvania)
Pennsylvania
$253K +$884 +41 +0.4%
EIA
2319
Eldridge Investment Advisors
New Hampshire
$252K -$1.34K -62 -0.5%
AP
2320
Americana Partners
Texas
$251K -$10.1K -469 -4%
GAM
2321
Gould Asset Management
California
$251K – – –
CMANY
2322
Capital Management Associates (New York)
New York
$251K +$13.7K +637 +6%
SC
2323
Shay Capital
New York
$251K +$250K +11,570 New
TIAM2
2324
Tru Independence Asset Management 2
Oregon
$251K +$250K +11,573 New
RZH
2325
Relyea Zuckerberg Hanson
Connecticut
$250K -$798 -37 -0.3%
91 92
93
94 95