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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
876
Aspiriant LLC
California
$271K – – –
RWA
877
River Wealth Advisors
Pennsylvania
$271K +$147 +1 +0.1%
BFO
878
Biltmore Family Office
North Carolina
$270K +$30.1K +205 +12%
PAS
879
Partnervest Advisory Services
California
$268K +$16.1K +110 +6%
ST
880
Spinnaker Trust
Maine
$268K +$20.5K +140 +8%
MC
881
Muzinich & Co
New York
$263K – – –
CFGS
882
Concourse Financial Group Securities
Alabama
$262K +$263K +1,794 New
CCB
883
Cutter & Co Brokerage
Missouri
$259K +$261K +1,779 New
SCA
884
Snowden Capital Advisors
New York
$259K +$51.2K +349 +24%
ST
885
Smithfield Trust
Pennsylvania
$257K -$6.01K -41 -2%
BJL
886
Brighton Jones LLC
Washington
$255K +$3.37K +23 +1%
NSB
887
Norway Savings Bank
Maine
$254K +$6.6K +45 +3%
FB
888
Fulton Bank
Pennsylvania
$251K +$46.5K +317 +22%
SGM
889
Skye Global Management
Florida
$247K +$249K +1,700 New
LPT
890
Legacy Private Trust
Wisconsin
$246K -$263K -1,790 -51%
PCM
891
Palisade Capital Management
New Jersey
$245K – – –
VAIA
892
Virtus Alternative Investment Advisers
Connecticut
$242K +$244K +1,664 New
CC
893
Courier Capital
New York
$241K -$19.1K -130 -7%
FHA
894
First Horizon Advisors
Tennessee
$240K +$3.52K +24 +1%
NEPWA
895
New England Private Wealth Advisors
Massachusetts
$238K – – –
HCA
896
Heck Capital Advisors
Wisconsin
$237K -$13.6K -93 -5%
AWM
897
Altium Wealth Management
New York
$236K -$12.3K -84 -5%
NDSI
898
Newman Dignan & Sheerar Inc
Rhode Island
$236K – – –
BOS
899
Bank of Stockton
California
$235K +$11K +75 +5%
KB
900
Kimelman & Baird
New York
$233K -$147K -1,000 -38%
34 35
36
37 38