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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
851
Kingsview Wealth Management
Oregon
$291K +$30.4K +216 +12%
HC
852
Henshaw Capital
Massachusetts
$287K +$279K +1,978 New
CL
853
Choreo LLC
Illinois
$287K -$121K -862 -30%
GIM
854
Groesbeck Investment Management
New Jersey
$283K – – –
WPP
855
Whalerock Point Partners
Rhode Island
$283K – – –
MFW
856
Mosaic Family Wealth
Missouri
$281K +$9.3K +66 +4%
FPCP
857
Fort Point Capital Partners
California
$276K +$35.5K +252 +15%
IBOK
858
Independence Bank of Kentucky
Kentucky
$276K +$63.4K +450 +31%
HPC
859
HM Payson & Co
Maine
$274K +$11.8K +84 +5%
PP
860
Patten & Patten
Tennessee
$272K – – –
BCP
861
Berkeley Capital Partners
Georgia
$272K +$10.3K +73 +4%
BC
862
Burney Company
Virginia
$271K -$11.3K -80 -4%
RWA
863
River Wealth Advisors
Pennsylvania
$271K -$3.38K -24 -1%
FPFS
864
First Personal Financial Services
North Carolina
$269K -$135K -960 -34%
BFO
865
Biltmore Family Office
North Carolina
$266K -$125K -890 -33%
MWM
866
Meridian Wealth Management
Kentucky
$264K +$3.52K +25 +1%
ST
867
Smithfield Trust
Pennsylvania
$263K +$34.2K +243 +15%
BJL
868
Brighton Jones LLC
Washington
$258K -$31.8K -226 -11%
WI
869
WrapManager Inc
California
$258K +$250K +1,773 New
BTNA
870
Bremer Trust National Association
Minnesota
$255K – – –
SFG
871
SNS Financial Group
Minnesota
$255K +$48.3K +343 +24%
PAS
872
Partnervest Advisory Services
California
$252K +$6.9K +49 +3%
HCA
873
Heck Capital Advisors
Wisconsin
$250K +$141 +1 +0.1%
CC
874
Courier Capital
New York
$245K -$35.1K -249 -13%
PCM
875
Palisade Capital Management
New Jersey
$245K – – –
33 34
35
36 37