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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2301
Mine & Arao Wealth Creation & Management
California
$148K +$37 +2 +0%
FMB
2302
Field & Main Bank
Kentucky
$147K +$2.2K +119 +1%
GC
2303
Garde Capital
Washington
$146K -$42.7K -2,309 -22%
LF
2304
Lee Financial
Texas
$146K -$8.68K -469 -5%
GG
2305
Gleason Group
Kentucky
$139K -$24.8K -1,338 -15%
AWM
2306
Accel Wealth Management
Iowa
$139K -$2.26K -122 -2%
TFM
2307
TFC Financial Management
Massachusetts
$139K +$4.13K +223 +3%
BCA
2308
Bray Capital Advisors
Florida
$135K – – –
NIM
2309
NuWave Investment Management
New Jersey
$134K +$139K +7,496 New
VCM
2310
Vigilant Capital Management
Maine
$132K -$182K -9,837 -57%
DI
2311
Disciplined Investments
Oklahoma
$130K -$3.85K -208 -3%
PIM
2312
Platinum Investment Management
Australia
$129K -$8.79K -475 -6%
RP
2313
Rowlandmiller & Partners
Georgia
$128K – – –
SC
2314
Steph & Co
Wisconsin
$128K – – –
PP
2315
PrairieView Partners
Minnesota
$126K -$42.7K -2,308 -25%
DC
2316
DeDora Capital
California
$125K +$130K +7,019 New
AWA
2317
Aaron Wealth Advisors
Illinois
$124K +$129K +6,954 New
CSIA
2318
Carl Stuart Investment Advisor
Texas
$123K +$127K +6,889 New
M1FG
2319
Mach-1 Financial Group
Arkansas
$122K +$9.16K +495 +8%
CM
2320
Cornerstone Management
Georgia
$122K +$19 +1 +0%
EWM
2321
Evermay Wealth Management
Virginia
$120K -$1.59K -86 -1%
SC
2322
Sierra Capital
Florida
$118K -$1.81K -98 -1%
SLF
2323
Sun Life Financial
Ontario, Canada
$117K – – –
CFG
2324
CKW Financial Group
Hawaii
$116K -$13.4K -726 -10%
LWA
2325
Lenox Wealth Advisors
New York
$114K +$9.92K +536 +9%
91 92
93
94 95