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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
626
First Western Trust Bank
Colorado
$2.55M -$215K -1,180 -8%
GM
627
GeoWealth Management
Illinois
$2.55M +$492K +2,706 +23%
ISB
628
Iowa State Bank
Iowa
$2.52M -$188K -1,032 -7%
DIA
629
Dean Investment Associates
Ohio
$2.52M -$709K -3,896 -21%
CSP
630
Cary Street Partners
Virginia
$2.51M -$152K -836 -6%
LFM
631
LGT Fund Management
Liechtenstein
$2.5M – – –
MCA
632
MSH Capital Advisors
Arizona
$2.49M +$328K +1,804 +15%
DADC
633
D.A. Davidson & Co
Montana
$2.49M +$31.7K +174 +1%
SRS
634
Strong Retirement Solutions
Washington
$2.49M +$2.58M +14,174 New
CWP
635
Cyndeo Wealth Partners
Florida
$2.48M +$274K +1,505 +12%
PVI
636
Pine Valley Investments
New Jersey
$2.48M -$115K -632 -4%
A
637
AlphaQuest
New York
$2.47M +$1M +5,501 +64%
STA
638
Summit Trail Advisors
New York
$2.43M -$304K -1,673 -11%
BWP
639
Burling Wealth Partners
Illinois
$2.43M -$372K -2,047 -13%
EP
640
Edgestream Partners
New Jersey
$2.42M -$1.19M -6,546 -32%
NI
641
Natural Investments
California
$2.38M -$695K -3,818 -22%
FNA
642
First National Advisers
Nebraska
$2.36M -$54.8K -301 -2%
HCMT
643
Highland Capital Management (Tennessee)
Tennessee
$2.36M +$2.45M +13,452 New
VAS
644
Vestmark Advisory Solutions
Massachusetts
$2.36M +$312K +1,717 +15%
JF
645
Jericho Financial
Ohio
$2.36M -$72.6K -399 -3%
SAM
646
Silvercrest Asset Management
New York
$2.34M -$6.19K -34 -0.3%
SFGP
647
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.34M +$146K +805 +6%
RWB
648
RMR Wealth Builders
New Jersey
$2.31M +$169K +930 +8%
FAMI
649
Fideuram Asset Management (Ireland)
$2.31M +$2.18M +11,958 New
BPA
650
Beacon Pointe Advisors
California
$2.31M +$140K +772 +6%
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