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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1051
Glenview Trust
Kentucky
$862K +$208K +763 +35%
CFA
1052
Carroll Financial Associates
North Carolina
$861K +$36.9K +135 +5%
PFGIA
1053
Patriot Financial Group Insurance Agency
Massachusetts
$860K +$445K +1,629 +124%
JCM
1054
Jacobi Capital Management
Pennsylvania
$857K +$330K +1,208 +70%
WPA
1055
West Paces Advisors
Georgia
$852K +$63.4K +232 +9%
WP
1056
WealthSource Partners
California
$844K +$36.1K +132 +5%
NIM
1057
NXG Investment Management
Texas
$844K +$788K +2,885 New
JWCA
1058
J.W. Coons Advisors
Ohio
$843K +$169K +618 +27%
AIP
1059
Almanack Investment Partners
Pennsylvania
$842K -$10.1K -37 -1%
SC
1060
Savant Capital
Illinois
$836K +$54.9K +201 +8%
EFS
1061
Essex Financial Services
Connecticut
$831K -$14.5K -53 -2%
SLWA
1062
San Luis Wealth Advisors
California
$828K -$797K -2,919 -51%
NL
1063
Navalign LLC
California
$818K -$2.73K -10 -0.4%
AWS
1064
AJ Wealth Strategies
New York
$815K +$252K +922 +49%
FC
1065
Forte Capital
New York
$812K +$5.46K +20 +0.7%
MMA
1066
Miracle Mile Advisors
California
$806K +$13.7K +50 +2%
LC
1067
Lincoln Capital
Nebraska
$805K – – –
WC
1068
Woodstock Corp
Massachusetts
$802K – – –
CA
1069
CGN Advisors
Kansas
$802K +$10.1K +37 +1%
BWM
1070
Buckley Wealth Management
Nevada
$797K +$472K +1,726 +173%
B
1071
Bellecapital
Switzerland
$793K -$23.8K -87 -3%
MCM
1072
Maryland Capital Management
Maryland
$793K +$105K +385 +17%
BCMO
1073
Buckingham Capital Management (Ohio)
Ohio
$790K – – –
DWM
1074
Dakota Wealth Management
Florida
$790K +$42.3K +155 +6%
QI
1075
Qtron Investments
Massachusetts
$788K -$62.3K -228 -8%
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43
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