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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2426
Family Management
New York
$201K -$19K -881 -9%
BWP
2427
Baldwin Wealth Partners
Massachusetts
$200K -$21.4K -991 -10%
RPG
2428
Resource Planning Group
Georgia
$200K -$13.5K -625 -6%
PO
2429
Private Ocean
California
$200K -$9.98K -463 -5%
RA
2430
Rodgers & Associates
Pennsylvania
$200K +$198K +9,197 New
PA
2431
Prism Advisors
California
$200K +$198K +9,203 New
SSCA
2432
South Shore Capital Advisors
Massachusetts
$200K +$199K +9,227 New
NICM
2433
Neo Ivy Capital Management
New York
$190K +$189K +8,765 New
AA
2434
Addison Advisors
Vermont
$183K +$182K +8,433 New
BCM
2435
Blume Capital Management
California
$182K – – –
JWM
2436
Janiczek Wealth Management
Colorado
$180K +$87.6K +4,061 +96%
PP
2437
PrairieView Partners
Minnesota
$175K -$6K -278 -3%
GC
2438
Garde Capital
Washington
$175K +$174K +8,061 New
TIM
2439
Tortoise Investment Management
New York
$174K +$15.7K +727 +10%
WWS
2440
Wellington Wealth Strategies
Indiana
$172K +$292K +13,534 New
TFM
2441
TFC Financial Management
Massachusetts
$169K – – –
HGWM
2442
Harvest Group Wealth Management
Massachusetts
$166K -$4.44K -206 -3%
SIAP
2443
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$165K +$14.2K +658 +9%
BCA
2444
Bray Capital Advisors
Florida
$164K -$22.1K -1,026 -12%
CA
2445
Crewe Advisors
Utah
$163K -$57.7K -2,677 -26%
AWM
2446
Accel Wealth Management
Iowa
$162K +$161K +7,475 New
CFG
2447
CKW Financial Group
Hawaii
$161K -$9.36K -434 -6%
VCM
2448
Versant Capital Management
Arizona
$153K -$2.37K -110 -2%
TAIM
2449
TD Ameritrade Investment Management
Nebraska
$150K +$53K +2,457 +55%
SAM
2450
Security Asset Management
New York
$149K -$29.1K -1,350 -16%
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