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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2376
SWMG LLC
Texas
$262K – – –
RWM
2377
Rockline Wealth Management
New York
$262K -$37.9K -1,419 -14%
GRR
2378
Golden Reserve Retirement
Ohio
$262K +$25.2K +944 +12%
CP
2379
Canopy Partners
Ohio
$261K +$1.39K +52 +0.6%
WA
2380
Wealth Architects
California
$261K +$17.3K +647 +8%
LAM
2381
Lifestyle Asset Management
Texas
$261K -$40.6K -1,518 -14%
WF
2382
Wayfinding Financial
Washington
$260K +$240K +8,972 New
ABWM
2383
Alpine Bank Wealth Management
Colorado
$260K -$3.87K -145 -2%
PJSIMP
2384
P.J. Schmidt Investment Management (PJS)
Wisconsin
$260K +$239K +8,965 New
SFS
2385
Security Financial Services
Indiana
$260K +$239K +8,952 New
DPW
2386
DiNuzzo Private Wealth
Pennsylvania
$259K – – –
SRWM
2387
Shira Ridge Wealth Management
California
$259K +$908 +34 +0.4%
PS
2388
Planned Solutions
California
$258K -$7.69K -288 -3%
CA
2389
Cullinan Associates
Kentucky
$258K -$100K -3,755 -30%
CPCM
2390
Cardinal Point Capital Management
Ontario, Canada
$257K -$48.1K -1,800 -17%
CPBTD
2391
Central Pacific Bank - Trust Division
Hawaii
$257K +$74.8K +2,800 +46%
SDAM
2392
Shulman DeMeo Asset Management
New York
$257K -$15.8K -591 -6%
PWC
2393
Pathfinder Wealth Consulting
North Carolina
$257K +$5.96K +223 +3%
VCWM
2394
Vista Cima Wealth Management
Arizona
$256K +$236K +8,843 New
WWA
2395
Wingate Wealth Advisors
Massachusetts
$255K +$235K +8,804 New
CL
2396
CPWA LLC
Oregon
$255K +$274K +10,262 New
SC
2397
Sepio Capital
Utah
$255K -$11.1K -417 -5%
CWM
2398
Cedar Wealth Management
California
$254K -$78.3K -2,931 -25%
ACM
2399
Ashford Capital Management
Delaware
$254K – – –
WCM
2400
Warburton Capital Management
Oklahoma
$254K +$19.8K +741 +8%
94 95
96
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