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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1076
Phoenix Financial
Israel
$672K +$324K +1,500 +97%
IA
1077
Intellus Advisors
Florida
$671K +$108K +500 +20%
KP
1078
Keel Point
Alabama
$670K +$30.7K +142 +5%
PFW
1079
Petros Family Wealth
Minnesota
$669K -$11K -51 -2%
SPC
1080
Sigma Planning Corp
Michigan
$668K -$363K -1,682 -36%
BFA
1081
Buttonwood Financial Advisors
Maryland
$667K +$216 +1 +0%
SLI
1082
Sumitomo Life Insurance
Japan
$658K -$42.1K -195 -6%
CG
1083
Clarus Group
Texas
$655K +$8.64K +40 +1%
JF
1084
Jump Financial
Illinois
$655K -$1.29M -5,955 -67%
WANY
1085
Wealthspire Advisors (New York)
New York
$654K -$18.4K -85 -3%
CT
1086
Chicago Trust
Illinois
$654K -$38K -176 -6%
CCFM
1087
Clear Creek Financial Management
Washington
$650K -$36.1K -167 -5%
KSWA
1088
Kathleen S. Wright Associates
Pennsylvania
$645K – – –
WAP
1089
Wealthcare Advisory Partners
Pennsylvania
$645K -$3.24K -15 -0.5%
TIP
1090
Torray Investment Partners
Maryland
$642K -$9.81M -45,416 -94%
EWA
1091
EverSource Wealth Advisors
Alabama
$637K +$191K +884 +44%
DWM
1092
Diversify Wealth Management
Utah
$634K -$2.81K -13 -0.4%
SW
1093
StrongBox Wealth
Missouri
$628K -$32.4K -150 -5%
MSFS
1094
Main Street Financial Solutions
Pennsylvania
$627K +$4.32K +20 +0.7%
SCM
1095
Schnieders Capital Management
California
$627K – – –
DFCM
1096
Dark Forest Capital Management
Puerto Rico
$624K +$610K +2,825 New
HWMO
1097
Heritage Wealth Management (Ohio)
Ohio
$620K – – –
HBT
1098
Heartland Bank & Trust
Illinois
$619K +$605K +2,801 New
IC
1099
Iconiq Capital
California
$617K +$80.7K +374 +15%
NA
1100
Nordwand Advisors
Pennsylvania
$617K +$603K +2,792 New
42 43
44
45 46