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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
851
Ferris Capital
Massachusetts
$48K +$46.5K +363 New
OSNBOA
852
Old Second National Bank of Aurora
Illinois
$46K – – –
LWA
853
Lenox Wealth Advisors
New York
$44K +$42.9K +335 New
BWA
854
Burt Wealth Advisors
Maryland
$43K – – –
AIL
855
AGF Investments LLC
Ontario, Canada
$43K +$5.38K +42 +15%
FDCDDQ
856
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.3K -$2.43K -19 -6%
JFA
857
JNBA Financial Advisors
Minnesota
$36K – – –
HCC
858
Hirtle Callaghan & Co
Pennsylvania
$34K -$8.2K -64 -20%
JCM
859
Jacobi Capital Management
Pennsylvania
$34K +$1.15K +9 +4%
AIS
860
Accurate Investment Solutions
Pennsylvania
$34K +$3.07K +24 +10%
AW
861
Alpha Windward
Massachusetts
$31K +$1.79K +14 +6%
SIC
862
Salem Investment Counselors
North Carolina
$30K +$3.33K +26 +13%
FBT
863
First Bank & Trust
South Dakota
$30K +$28.8K +225 New
MWM
864
Mascoma Wealth Management
New Hampshire
$27K +$1.67K +13 +7%
PFO
865
Pathstone Family Office
New Jersey
$26K -$384 -3 -1%
AIM
866
Arcadia Investment Management
Michigan
$26K – – –
DBT
867
Dubuque Bank & Trust
Iowa
$25K – – –
PFBT
868
Parkside Financial Bank & Trust
Missouri
$25K +$7.17K +56 +42%
TFO
869
Tarbox Family Office
California
$24K – – –
BTIS
870
BB&T Investment Services
North Carolina
$24K +$5.64K +44 +30%
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
$23K -$128 -1 -0.6%
SQA
872
Simon Quick Advisors
New Jersey
$23K – – –
OFW
873
Omnia Family Wealth
Florida
$22K +$3.59K +28 +20%
SIM
874
Sonora Investment Management
Arizona
$18.5K – – –
LWM
875
Lenox Wealth Management
Ohio
$18K +$17.5K +137 New
33 34
35
36 37