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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2401
Centurion Wealth Management
Virginia
$241K +$230K +8,329 New
SGI
2402
Summit Global Investments
Utah
$241K -$1.22M -44,129 -84%
SIC
2403
Sigma Investment Counselors
Michigan
$241K +$229K +8,322 New
LSA
2404
Lansing Street Advisors
Pennsylvania
$241K +$468 +17 +0.2%
WLPWM
2405
Walled Lake Planning & Wealth Management
Illinois
$240K +$468 +17 +0.2%
TCWM
2406
Total Clarity Wealth Management
Illinois
$239K +$228K +8,263 New
TWA
2407
Trace Wealth Advisors
California
$239K +$248 +9 +0.1%
SA
2408
Stewardship Advisors
Pennsylvania
$239K -$18.1K -658 -7%
BMM
2409
Berkshire Money Management
Massachusetts
$239K -$97K -3,521 -30%
MFS
2410
McNamara Financial Services
Massachusetts
$239K +$7.74K +281 +4%
WF
2411
Wayfinding Financial
Washington
$238K -$909 -33 -0.4%
YIA
2412
YHB Investment Advisors
Connecticut
$237K -$1.96K -71 -0.9%
FMI
2413
F/M Investments
District of Columbia
$237K -$226K -8,183 -50%
BSHC
2414
Breed's Hill Capital
Massachusetts
$237K – – –
NWMG
2415
National Wealth Management Group
Ohio
$237K +$83 +3 +0%
HFS
2416
Horizon Financial Services
North Carolina
$236K – – –
BI
2417
BFI Infinity
Switzerland
$236K +$22K +799 +11%
MCM
2418
Maple Capital Management
Vermont
$236K -$17.8K -645 -7%
SCA
2419
Stillwater Capital Advisors
Pennsylvania
$236K +$225K +8,160 New
HBW
2420
Hazlett, Burt & Watson
West Virginia
$236K -$21.1K -766 -9%
PSIWM
2421
Paradigm Strategies in Wealth Management
Minnesota
$236K +$1.63K +59 +0.7%
RTC
2422
Riverview Trust Company
Washington
$236K -$121K -4,396 -35%
MWM
2423
Maltin Wealth Management
New Jersey
$236K +$1.29K +47 +0.6%
SMWM
2424
Silvia McColl Wealth Management
California
$236K – – –
FCG
2425
Fielder Capital Group
Tennessee
$235K +$21.3K +772 +10%
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97
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