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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
876
LifePlan Financial
Minnesota
$951K +$255K +1,403 +35%
EPW
877
Evolve Private Wealth
California
$943K +$968K +5,318 New
TRIA
878
Trail Ridge Investment Advisors
Colorado
$940K -$18.2K -100 -2%
VVP
879
Venture Visionary Partners
Ohio
$940K +$480K +2,638 +97%
TCM
880
Twin Capital Management
Pennsylvania
$934K -$494K -2,712 -34%
BMWM
881
Brown Miller Wealth Management
Virginia
$933K +$527K +2,894 +120%
NL
882
Navalign LLC
California
$929K +$99.4K +546 +12%
CGFA
883
Colton Groome Financial Advisors
North Carolina
$923K -$204K -1,122 -18%
BTWM
884
Baker Tilly Wealth Management
Wisconsin
$917K +$51K +280 +6%
FFO
885
Fiduciary Family Office
Florida
$915K +$494K +2,717 +109%
LF
886
Lee Financial
Texas
$910K -$131K -721 -12%
CFSG
887
Community Financial Services Group
Vermont
$904K -$32.8K -180 -3%
NB
888
NBT Bank
New York
$903K +$492K +2,703 +111%
PA
889
Pinnacle Associates
New York
$901K +$104K +571 +13%
SCP
890
Sivia Capital Partners
California
$900K +$690K +3,792 +284%
NSUP
891
NLB Skladi upravljanje premozenja
$895K +$928K +5,098 New
IEFM
892
IQ EQ Fund Management
Ireland
$885K +$35.1K +193 +4%
SACTSONJ
893
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$878K – – –
TTIC
894
Tower Trust & Investment Company
Iowa
$878K -$182 -1 -0%
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
$868K +$127K +700 +17%
WPW
896
Waldron Private Wealth
Pennsylvania
$862K -$87.5K -481 -9%
PAM
897
Paradigm Asset Management
New York
$860K -$72.8K -400 -8%
CC
898
Commons Capital
Massachusetts
$856K -$140K -769 -14%
CC
899
Chicago Capital
Illinois
$851K -$21.1K -116 -2%
CPR
900
CSU Producer Resources
Ohio
$843K – – –
34 35
36
37 38