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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
1026
Bank of Nova Scotia Trust
Ontario, Canada
$934K -$292K -1,068 -25%
FIM
1027
Freedom Investment Management
Connecticut
$932K +$1.64K +6 +0.2%
PWP
1028
Principle Wealth Partners
Connecticut
$931K +$4.64K +17 +0.5%
VWM
1029
Venturi Wealth Management
Texas
$928K +$3.83K +14 +0.4%
CPO
1030
Cerity Partners OCIO
New York
$926K +$114K +418 +15%
CC
1031
Chicago Capital
Illinois
$923K -$10.9K -40 -1%
AIS
1032
American Investment Services
Massachusetts
$920K – – –
EN1L
1033
Engine No 1 LLC
California
$912K +$183K +670 +27%
MM
1034
MQS Management
New York
$911K +$851K +3,114 New
FI
1035
Fosun International
China
$907K – – –
NSIM
1036
North Star Investment Management
Illinois
$907K – – –
JWCA
1037
J.W. Cole Advisors
Florida
$907K +$116K +426 +16%
PPWM
1038
Paragon Private Wealth Management
Kentucky
$898K +$839K +3,070 New
SCM
1039
Schnieders Capital Management
California
$895K – – –
FFN
1040
Focus Financial Network
Minnesota
$892K +$31.7K +116 +4%
HL
1041
HeadInvest LLC
Maine
$881K +$2.46K +9 +0.3%
PP
1042
Patron Partners
Texas
$880K +$10.7K +39 +1%
CB
1043
Cadence Bank
Mississippi
$880K +$20.5K +75 +3%
IAA
1044
Ironsides Asset Advisors
North Carolina
$878K -$27.3K -100 -3%
TFCP
1045
Twin Focus Capital Partners
Massachusetts
$876K +$328K +1,202 +67%
BA
1046
Bristlecone Advisors
Washington
$875K – – –
AWP
1047
Accretive Wealth Partners
New Jersey
$869K +$26.2K +96 +3%
SF
1048
Summit Financial
New Jersey
$867K +$221K +809 +38%
AF
1049
Arrow Financial
New York
$864K – – –
MFG
1050
Magnus Financial Group
New York
$862K +$4.37K +16 +0.5%
40 41
42
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