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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1101
BDO Wealth Advisors
Florida
$351K +$364K +1,563 +3,256%
WP
1102
WealthSource Partners
California
$350K -$118K -507 -24%
CCM
1103
Community Capital Management
Florida
$350K – – –
MAS
1104
Managed Account Services
Florida
$348K -$118K -505 -24%
FIB
1105
First Interstate Bank
Montana
$347K – – –
CW
1106
CreativeOne Wealth
Kansas
$346K +$74.7K +321 +25%
EI
1107
Ethic Inc
New York
$346K +$77K +331 +26%
GD
1108
Grandfield & Dodd
New York
$344K +$5.82K +25 +2%
AA
1109
Ancora Advisors
Ohio
$342K +$131K +563 +56%
1SB
1110
1ST Source Bank
Indiana
$341K +$67.5K +290 +23%
DTL
1111
Dynamic Technology Lab
Singapore
$340K +$363K +1,560 New
HH
1112
Hilltop Holdings
Texas
$339K -$14.7K -63 -4%
LB
1113
Legacy Bridge
Iowa
$339K +$43.3K +186 +14%
ST
1114
Sabal Trust
Florida
$338K -$314K -1,350 -46%
GC
1115
Gilbert & Cook
Iowa
$338K +$8.84K +38 +3%
AMCA
1116
Arthur M. Cohen & Associates
Illinois
$334K -$9.31K -40 -2%
WKWM
1117
Walter & Keenan Wealth Management
Indiana
$334K +$375K +1,613 New
CT
1118
Chicago Trust
Illinois
$328K -$81.7K -351 -19%
KJHP
1119
K.J. Harrison & Partners
Ontario, Canada
$327K -$3.61M -15,500 -91%
PP
1120
Peconic Partners
New York
$327K – – –
VCM
1121
Vigilant Capital Management
Maine
$326K – – –
OL
1122
Optas LLC
Texas
$326K +$4.42K +19 +1%
SFSG
1123
Sound Financial Strategies Group
Mississippi
$325K -$1.04M -4,453 -75%
TU
1124
TDAM USA
Ontario, Canada
$325K +$24.9K +107 +8%
CAM
1125
Columbia Asset Management
Michigan
$324K +$39.6K +170 +13%
43 44
45
46 47