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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2426
Elevation Wealth Partners
California
$80.5K +$18.2K +732 +23%
PMFA
2427
Plante Moran Financial Advisors
Michigan
$80.2K +$14.3K +576 +17%
TCA
2428
Trifecta Capital Advisors
Illinois
$79.2K +$695 +28 +0.7%
PIS
2429
POM Investment Strategies
North Carolina
$79K -$93.1K -3,750 -50%
GG
2430
Gleason Group
Kentucky
$78.3K +$11K +443 +13%
T
2431
Tidemark
California
$77.7K -$620 -25 -0.7%
OWP
2432
ORG Wealth Partners
Texas
$77.6K -$181K -7,273 -66%
ETS
2433
ESL Trust Services
New York
$77.5K – – –
EWM
2434
Evolution Wealth Management
Florida
$77.5K +$41.7K +1,679 +81%
EF
2435
Entrust Financial
Pennsylvania
$77.3K +$50 +2 +0.1%
JAM
2436
JCIC Asset Management
Ontario, Canada
$77.1K – – –
RDFA
2437
Ritter Daniher Financial Advisory
Ohio
$76.4K -$23.8K -960 -21%
TAP
2438
Tounjian Advisory Partners
Florida
$76.1K -$1.1M -44,318 -92%
LF
2439
LifeSteps Financial
California
$75.1K +$90.1K +3,630 New
VWM
2440
Vermillion Wealth Management
Minnesota
$74.8K -$11.6K -467 -11%
SFCL
2441
Strengthening Families & Communities LLC
Massachusetts
$74.7K +$2.83K +114 +3%
BGA
2442
Battery Global Advisors
Massachusetts
$74.3K – – –
CC
2443
Corsicana & Co
Texas
$74.1K – – –
IRAG
2444
Investment Research & Advisory Group
Georgia
$72.6K – – –
WBC
2445
West Branch Capital
Massachusetts
$72K -$18.7K -755 -18%
BFPW
2446
BOK Financial Private Wealth
Colorado
$70.6K +$9.51K +383 +13%
TFM
2447
TFC Financial Management
Massachusetts
$69.8K -$29.6K -1,192 -26%
MPW
2448
MASECO Private Wealth
$69.5K -$1.24K -50 -1%
API
2449
Asset Planning Inc
California
$69.2K -$69.8K -2,814 -46%
AWM
2450
Ameliora Wealth Management
Switzerland
$68.5K – – –
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98
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