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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1076
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
MNBTD
1077
Moody National Bank Trust Division
Texas
$44K +$43.1K +276 New
SCM
1078
Silvant Capital Management
Georgia
$43K – – –
JFA
1079
JNBA Financial Advisors
Minnesota
$43K +$28.9K +185 +218%
CFA
1080
Clarfeld Financial Advisors
New York
$43K +$42.8K +274 New
NWM
1081
Northwest Wealth Management
Iowa
$40K – – –
BHWM
1082
Bay Harbor Wealth Management
Maryland
$40K +$39.1K +250 New
FDCDDQ
1083
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.5K +$12.5K +80 +47%
LJHT
1084
Laurie J. Hall Trustee
$39K +$30.6K +196 +676%
AIS
1085
Accurate Investment Solutions
Pennsylvania
$38K +$156 +1 +0.4%
FTI
1086
Fiduciary Trust International
Massachusetts
$37K +$36.4K +233 New
TFO
1087
Tarbox Family Office
California
$35K – – –
SIM
1088
Sonora Investment Management
Arizona
$34K +$5.63K +36 +20%
PWMG
1089
Prestige Wealth Management Group
New Jersey
$34K +$33.9K +217 New
CC
1090
Claybrook Capital
Massachusetts
$33K +$32.7K +209 New
WDL
1091
Well Done LLC
Michigan
$33K +$32.7K +209 New
HWA
1092
Heritage Wealth Advisors
Virginia
$32K – – –
PFO
1093
Pathstone Family Office
New Jersey
$32K – – –
SIA
1094
SeaBridge Investment Advisors
New Jersey
$32K – – –
CFG
1095
Citizens Financial Group
Rhode Island
$31K +$11.7K +75 +62%
DSI
1096
Daiwa SB Investments
Japan
$30K +$4.69K +30 +19%
FBT
1097
First Bank & Trust
South Dakota
$28K – – –
MWM
1098
Mascoma Wealth Management
New Hampshire
$28K – – –
WCM
1099
WealthBridge Capital Management
Ohio
$28K +$27.2K +174 New
CA
1100
Claro Advisors
Massachusetts
$28K +$29.7K +190 New
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