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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1101
World Investment Advisors
California
$623K +$628K +3,155 New
WB
1102
WesBanco Bank
West Virginia
$623K +$198K +994 +46%
PFS
1103
Prospect Financial Services
New York
$622K – – –
SW
1104
StrongBox Wealth
Missouri
$622K -$248K -1,244 -28%
FB
1105
Fulton Bank
Pennsylvania
$619K +$2.19K +11 +0.4%
MSS
1106
Mitchell Sinkler & Starr
Pennsylvania
$618K -$564K -2,831 -48%
AC
1107
ASB Consultores
Florida
$618K +$623K +3,127 New
FAG
1108
Fortitude Advisory Group
Washington
$616K -$100K -504 -14%
AWM
1109
Avior Wealth Management
Nebraska
$612K +$305K +1,531 +98%
ACH
1110
ArrowMark Colorado Holdings
Colorado
$612K +$261K +1,312 +73%
BTI
1111
Blue Trust Inc
Georgia
$609K +$120K +603 +24%
BCM
1112
Boltwood Capital Management
California
$609K -$11.6K -58 -2%
TCM
1113
Traynor Capital Management
Pennsylvania
$608K -$11.4K -57 -2%
PWM
1114
Palumbo Wealth Management
New York
$605K +$42.2K +212 +7%
IF
1115
Insight Folios
North Carolina
$602K +$21.1K +106 +4%
GL
1116
Graypoint LLC
New York
$601K +$18.7K +94 +3%
V
1117
ViaWealth
Kansas
$601K +$402K +2,020 +197%
MA
1118
MJP Associates
Connecticut
$600K +$75.7K +380 +14%
BA
1119
Bristlecone Advisors
Washington
$593K – – –
MLA
1120
My Legacy Advisors
Oregon
$592K +$118K +593 +25%
HWP
1121
Highline Wealth Partners
California
$587K – – –
SFP
1122
Shepherd Financial Partners
Massachusetts
$586K -$34.9K -175 -6%
LA
1123
LM Advisors
California
$585K -$199K -1,000 -25%
CIP
1124
Capital Insight Partners
Arizona
$580K +$139K +696 +31%
PP
1125
Patron Partners
Texas
$579K +$69.7K +350 +14%
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