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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2401
Aventura Private Wealth
Florida
$241K +$14.1K +511 +7%
CWM
2402
Centurion Wealth Management
Virginia
$241K +$230K +8,329 New
SGI
2403
Summit Global Investments
Utah
$241K -$1.22M -44,129 -84%
SIC
2404
Sigma Investment Counselors
Michigan
$241K +$229K +8,322 New
LSA
2405
Lansing Street Advisors
Pennsylvania
$241K +$468 +17 +0.2%
WLPWM
2406
Walled Lake Planning & Wealth Management
Illinois
$240K +$468 +17 +0.2%
TCWM
2407
Total Clarity Wealth Management
Illinois
$239K +$228K +8,263 New
TWA
2408
Trace Wealth Advisors
California
$239K +$248 +9 +0.1%
SA
2409
Stewardship Advisors
Pennsylvania
$239K -$18.1K -658 -7%
BMM
2410
Berkshire Money Management
Massachusetts
$239K -$97K -3,521 -30%
MFS
2411
McNamara Financial Services
Massachusetts
$239K +$7.74K +281 +4%
WF
2412
Wayfinding Financial
Washington
$238K -$909 -33 -0.4%
YIA
2413
YHB Investment Advisors
Connecticut
$237K -$1.96K -71 -0.9%
FMI
2414
F/M Investments
District of Columbia
$237K -$226K -8,183 -50%
BSHC
2415
Breed's Hill Capital
Massachusetts
$237K – – –
NWMG
2416
National Wealth Management Group
Ohio
$237K +$83 +3 +0%
HFS
2417
Horizon Financial Services
North Carolina
$236K – – –
BI
2418
BFI Infinity
Switzerland
$236K +$22K +799 +11%
MCM
2419
Maple Capital Management
Vermont
$236K -$17.8K -645 -7%
SCA
2420
Stillwater Capital Advisors
Pennsylvania
$236K +$225K +8,160 New
HBW
2421
Hazlett, Burt & Watson
West Virginia
$236K -$21.1K -766 -9%
PSIWM
2422
Paradigm Strategies in Wealth Management
Minnesota
$236K +$1.63K +59 +0.7%
RTC
2423
Riverview Trust Company
Washington
$236K -$121K -4,396 -35%
MWM
2424
Maltin Wealth Management
New Jersey
$236K +$1.29K +47 +0.6%
SMWM
2425
Silvia McColl Wealth Management
California
$236K – – –
95 96
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