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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1001
Navigation Group
California
$585K +$1.44K +8 +0.2%
DWP
1002
Daymark Wealth Partners
Ohio
$582K +$36.4K +202 +6%
AWM
1003
Axxcess Wealth Management
California
$582K +$641K +3,559 New
PWMG
1004
Prestige Wealth Management Group
New Jersey
$581K -$441K -2,451 -41%
SDWIA
1005
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$578K -$15.3K -85 -2%
BRWA
1006
B. Riley Wealth Advisors
Florida
$578K -$6.84K -38 -1%
FPF
1007
First Pacific Financial
Washington
$573K -$10.3K -57 -2%
UAML
1008
US Asset Management LLC
Pennsylvania
$565K – – –
FFA
1009
Fragasso Financial Advisors
Pennsylvania
$563K +$9.54K +53 +2%
HGWM
1010
Horst & Graben Wealth Management
Oregon
$559K +$8.1K +45 +1%
CHAM
1011
Clear Harbor Asset Management
Connecticut
$557K -$1.8K -10 -0.3%
AIP
1012
Alapocas Investment Partners
Massachusetts
$556K -$85.7K -476 -12%
KCM
1013
Kornitzer Capital Management
Kansas
$556K – – –
VFM
1014
Vision Financial Markets
Connecticut
$556K +$612K +3,400 New
IC
1015
Inscription Capital
Texas
$555K +$33.5K +186 +6%
FHC
1016
First Heartland Consultants
Missouri
$550K +$59.4K +330 +11%
MMA
1017
Miracle Mile Advisors
California
$549K +$28.8K +160 +5%
MWM
1018
Maripau Wealth Management
Indiana
$544K +$58.7K +326 +11%
OWIM
1019
Old West Investment Management
California
$543K +$598K +3,321 New
HWAM
1020
Hennion & Walsh Asset Management
New Jersey
$543K +$192K +1,068 +47%
GHI
1021
Gross & Hartman Investments
Pennsylvania
$537K +$75.8K +421 +15%
SHFC
1022
Safe Harbor Family Capital
North Carolina
$537K +$75.8K +421 +15%
AIS
1023
American Investment Services
Massachusetts
$531K – – –
FWA
1024
FSM Wealth Advisors
Ohio
$527K -$61K -339 -10%
SFG
1025
Stonebridge Financial Group
California
$525K +$572K +3,180 New
39 40
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