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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
751
New Hampshire Trust
New Hampshire
$2.07M -$198K -1,048 -10%
EWA
752
Exencial Wealth Advisors
Oklahoma
$2.06M +$176K +932 +11%
LCM
753
Logan Capital Management
Pennsylvania
$2.03M – – –
FTDI
754
First Trust Direct Indexing
Massachusetts
$2.03M +$585K +3,094 +49%
OIA
755
OneDigital Investment Advisors
Kansas
$2.02M +$568K +3,007 +47%
AWM
756
Apollon Wealth Management
South Carolina
$2.01M +$550K +2,911 +45%
FWP
757
FAS Wealth Partners
Kansas
$2M +$1.75M +9,271 New
AWM
758
Avitas Wealth Management
California
$2M +$31K +164 +2%
PTC
759
Private Trust Company
Ohio
$1.99M +$21.7K +115 +1%
SFS
760
Stiles Financial Services
Minnesota
$1.99M +$69.7K +369 +4%
CT
761
Caldwell Trust
Florida
$1.99M -$70.3K -372 -4%
IWS
762
Insight Wealth Strategies
California
$1.98M +$221K +1,170 +15%
BCFD
763
Boit C.F. David
$1.98M +$288K +1,525 +20%
MBTD
764
Mechanics Bank - Trust Department
California
$1.98M -$225K -1,192 -12%
APWM
765
Atlas Private Wealth Management
New York
$1.98M -$139K -733 -7%
FG
766
Foresight Group
United Kingdom
$1.97M +$1.72M +9,118 New
CNC
767
Citizens & Northern Corp
Pennsylvania
$1.96M -$81.6K -432 -5%
LCM
768
LDR Capital Management
New York
$1.95M +$614K +3,248 +56%
EVM
769
Evelyn V. Moreno
$1.95M -$2.96M -15,684 -63%
OPCM
770
Osborne Partners Capital Management
California
$1.93M +$35.9K +190 +2%
CA
771
Clearstead Advisors
Ohio
$1.93M -$147K -777 -8%
CDH
772
Charles D. Hyman
$1.93M – – –
KWA
773
Kingswood Wealth Advisors
California
$1.92M +$1.22M +6,472 +266%
QC
774
Quaero Capital
Switzerland
$1.92M +$1.04M +5,500 +162%
TC
775
Truvestments Capital
Florida
$1.92M -$118K -627 -7%
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