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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
776
Salem Investment Counselors
North Carolina
$22.7K +$22.9K +200 New
AWM
777
AllSquare Wealth Management
New York
$22K – – –
PCP
778
Proficio Capital Partners
Massachusetts
$22K +$5.83K +51 +36%
EFSCE
779
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
TFO
780
Tarbox Family Office
California
$21K – – –
BWP
781
Baldwin Wealth Partners
Massachusetts
$20K -$138K -1,210 -87%
MSFP
782
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
MMG
783
Monetary Management Group
Missouri
$20K – – –
DAM
784
Delta Asset Management
Tennessee
$18K – – –
CPIG
785
Chicago Partners Investment Group
Illinois
$18K +$18.5K +162 New
BAM
786
Bruderman Asset Management
New York
$17K – – –
PFBT
787
Parkside Financial Bank & Trust
Missouri
$16K +$3.66K +32 +29%
SIM
788
Sonora Investment Management
Arizona
$15.9K – – –
VCM
789
Vigilant Capital Management
Maine
$15K – – –
RWG
790
Regal Wealth Group
California
$14K – – –
WIC
791
Woodmont Investment Counsel
Tennessee
$12K +$11.9K +104 New
BC
792
Bartlett & Co
Ohio
$11K – – –
ECM
793
Exchange Capital Management
Michigan
$11K – – –
KTC
794
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
LWM
795
LBA Wealth Management
Florida
$11K – – –
PO
796
Private Ocean
California
$11K – – –
FHA
797
First Horizon Advisors
Tennessee
$9K – – –
FPFS
798
First Personal Financial Services
North Carolina
$9K +$6.4K +56 +207%
MWM
799
MinichMacGregor Wealth Management
New York
$8K -$114 -1 -1%
ACM
800
Armbruster Capital Management
New York
$8K – – –
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