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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
1101
Alan B. Lancz & Associates
Ohio
$570K – – –
HL
1102
HeadInvest LLC
Maine
$569K -$33.7K -162 -6%
TFCP
1103
Twin Focus Capital Partners
Massachusetts
$569K +$48.1K +231 +9%
FMII
1104
Farmers & Merchants Investments Inc
Nebraska
$569K +$1.87K +9 +0.3%
WOC
1105
West Oak Capital
California
$567K -$153K -735 -19%
IAS
1106
Insigneo Advisory Services
Florida
$563K +$549K +2,639 New
CWM
1107
Congress Wealth Management
Massachusetts
$562K +$30.2K +145 +6%
CIAS
1108
Capital Investment Advisory Services
North Carolina
$558K -$92.4K -444 -14%
CI
1109
Cavalier Investments
Georgia
$556K -$35K -168 -6%
RCM
1110
Radnor Capital Management
Pennsylvania
$555K – – –
FAFN
1111
First Affirmative Financial Network
Colorado
$555K -$34.3K -165 -6%
SF
1112
Symphony Financial
Texas
$553K -$18.7K -90 -3%
CCB
1113
Cutter & Co Brokerage
Missouri
$552K -$63.5K -305 -10%
JWCA
1114
J.W. Cole Advisors
Florida
$551K +$14.4K +69 +3%
SC
1115
Solstein Capital
California
$551K -$338K -1,626 -38%
MWM
1116
Marion Wealth Management
Pennsylvania
$550K +$63.7K +306 +13%
AWA
1117
Arete Wealth Advisors
Illinois
$550K +$294K +1,413 +120%
AWM
1118
Aries Wealth Management
Maine
$550K – – –
AAIM
1119
American Assets Investment Management
California
$546K +$126K +603 +31%
BB
1120
Busey Bank
Illinois
$542K +$4.58K +22 +0.9%
FWM
1121
Forza Wealth Management
Florida
$539K +$529K +2,542 New
KSWA
1122
Kathleen S. Wright Associates
Pennsylvania
$538K -$84.3K -405 -14%
FFC
1123
First Financial Corp
Indiana
$533K +$31.2K +150 +6%
VFA
1124
Valeo Financial Advisors
Indiana
$530K +$27.5K +132 +6%
MAM
1125
Mark Asset Management
New York
$530K -$25.4K -122 -5%
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