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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2301
Private Ocean
California
$39.8K -$3.74K -209 -9%
AFS
2302
Annapolis Financial Services
Maryland
$39.5K -$10.6K -590 -22%
RDIA
2303
RE Dickinson Investment Advisors
Iowa
$39K +$161 +9 +0.4%
CJL
2304
Cyrus J. Lawrence
New York
$39K +$37.5K +2,095 New
FCA
2305
Fortis Capital Advisors
Kansas
$39K +$37.9K +2,116 New
DCM
2306
Davidson Capital Management
Texas
$37.7K +$36.6K +2,047 New
UIA
2307
Ulland Investment Advisors
Minnesota
$37K – – –
CWM
2308
CarsonAllaria Wealth Management
Illinois
$37K +$412 +23 +1%
CPFP
2309
Clear Perspectives Financial Planning
Ohio
$36.8K +$35.8K +2,000 New
RBC
2310
Roble Belko & Company
Pennsylvania
$36K +$20.8K +1,161 +144%
AWM
2311
Abound Wealth Management
Tennessee
$35.7K +$7.07K +395 +26%
IHWM
2312
Iron Horse Wealth Management
Iowa
$35K +$14.5K +810 +76%
CSPAM
2313
Cary Street Partners Asset Management
Virginia
$35K +$3.58K +200 +12%
BBPWM
2314
Blue Bell Private Wealth Management
Pennsylvania
$34.4K – – –
FFL
2315
Financial Freedom LLC
Ohio
$33.7K +$32.8K +1,830 New
PP
2316
Pacifica Partners
Canada
$33.2K -$147K -8,213 -82%
KHC
2317
Koesten Hirschmann & Crabtree
Kansas
$32.3K +$31.4K +1,754 New
LAM
2318
Lakewood Asset Management
Illinois
$32K +$30.9K +1,725 New
FIM
2319
FWL Investment Management
Texas
$31.3K +$30.5K +1,702 New
RWM
2320
Raffa Wealth Management
District of Columbia
$31K +$2.85K +159 +10%
GIA
2321
Goodwin Investment Advisory
Georgia
$30.7K – – –
BL
2322
Bleichroeder LP
New York
$30.4K – – –
BAAM
2323
Baker Avenue Asset Management
California
$30.2K +$29.4K +1,642 New
RTL
2324
Red Tortoise LLC
Georgia
$30.2K +$29.3K +1,639 New
CIR
2325
Clear Investment Research
Georgia
$30K – – –
91 92
93
94 95