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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
751
Aspiriant LLC
California
$286K +$277K +2,163 New
OAM
752
Oxford Asset Management
United Kingdom
$284K -$2.15M -16,815 -89%
SSWM
753
Sheets Smith Wealth Management
North Carolina
$284K – – –
GRP
754
Global Retirement Partners
California
$282K +$88.5K +691 +48%
TPWA
755
TRUE Private Wealth Advisors
Oregon
$281K – – –
BWFM
756
Bridgewater Wealth & Financial Management
Maryland
$281K +$272K +2,126 New
TIA
757
Tiemann Investment Advisors
California
$279K -$5.12K -40 -2%
BC
758
Burney Company
Virginia
$279K – – –
QCG
759
Quadrant Capital Group
Ohio
$278K -$33.4K -261 -10%
AUB
760
Atlantic Union Bankshares
Virginia
$278K – – –
CAN
761
Cetera Advisor Networks
California
$275K -$3.59K -28 -1%
APP
762
Avantax Planning Partners
Iowa
$275K +$18.6K +145 +7%
NPC
763
National Planning Corporation
California
$271K -$221K -1,725 -46%
REMPR
764
Roof Eidam Maycock Peralta (REMP)
California
$271K – – –
IFB
765
iAB Financial Bank
Indiana
$269K – – –
CC
766
Courier Capital
New York
$269K +$12.2K +95 +5%
CT
767
Chicago Trust
Illinois
$266K +$3.84K +30 +2%
SSP
768
Sapphire Star Partners
Washington
$265K – – –
GHA
769
Garcia Hamilton & Associates
Texas
$264K -$163K -1,269 -39%
KACA
770
Kayne Anderson Capital Advisors
California
$264K +$256K +2,000 New
MWM
771
Mission Wealth Management
California
$260K -$2.69K -21 -1%
LOAMS
772
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K – – –
GIM
773
Groesbeck Investment Management
New Jersey
$258K -$12.8K -100 -5%
WPP
774
Whalerock Point Partners
Rhode Island
$258K -$6.41K -50 -3%
CS
775
Comerica Securities
Michigan
$258K +$249K +1,944 New
29 30
31
32 33