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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1051
Heartland Bank & Trust
Illinois
$483K +$17.6K +98 +3%
CFG
1052
Chapman Financial Group
Hawaii
$481K – – –
CG
1053
Caprock Group
Idaho
$479K +$263K +1,462 +103%
AG
1054
AlTi Global
New York
$477K +$37.8K +210 +8%
TC
1055
TownSquare Capital
Utah
$476K -$12.8K -71 -2%
WFI
1056
West Family Investments
California
$474K +$522K +2,900 New
CWS
1057
Cypress Wealth Services
California
$474K +$2.34K +13 +0.5%
KMWM
1058
Keudell/Morrison Wealth Management
Oregon
$472K +$29.7K +165 +6%
BFA
1059
Buttonwood Financial Advisors
Maryland
$472K +$360 +2 +0.1%
WPC
1060
Wedmont Private Capital
Pennsylvania
$471K -$38.3K -213 -7%
MCM
1061
Mendel Capital Management
Arkansas
$469K -$15.3K -85 -3%
DG
1062
DMC Group
Alabama
$469K -$19.4K -108 -4%
CA
1063
Cornerstone Advisory
Maryland
$468K -$56K -311 -10%
HIIFS
1064
Harel Insurance Investments & Financial Services
Israel
$468K +$78.3K +435 +18%
PWP
1065
Principle Wealth Partners
Connecticut
$467K +$18K +100 +4%
AT
1066
Avalon Trust
New Mexico
$467K +$28.8K +160 +6%
MWC
1067
MBM Wealth Consultants
Missouri
$467K +$88K +489 +21%
ACGA
1068
Atlanta Consulting Group Advisors
Georgia
$464K +$500K +2,775 New
TC
1069
Truvestments Capital
Florida
$462K +$3.6K +20 +0.7%
EFG
1070
Everhart Financial Group
Ohio
$461K -$36.2K -201 -7%
SAM
1071
Seelaus Asset Management
New Jersey
$460K +$64.4K +358 +15%
CA
1072
Continuum Advisory
Idaho
$460K -$82.1K -456 -14%
TFIPS
1073
Towarzystwo Funduszy Inwestycyjnych PZU SA
$458K +$32.8K +182 +7%
OCA
1074
OpenArc Corporate Advisory
Georgia
$456K +$113K +629 +29%
LCG
1075
Lynx Capital Group
Ohio
$456K – – –
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