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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1101
Headlands Technologies
Illinois
$585K +$52.2K +252 +9%
MSS
1102
Mitchell Sinkler & Starr
Pennsylvania
$583K – – –
IAIM
1103
International Assets Investment Management
Florida
$581K -$29K -140 -4%
SWP
1104
Sagespring Wealth Partners
Tennessee
$580K +$655K +3,163 New
PFS
1105
Prospect Financial Services
New York
$578K -$44.5K -215 -6%
NP
1106
Nilsine Partners
Colorado
$578K -$28.6K -138 -4%
MSFS
1107
Main Street Financial Solutions
Pennsylvania
$577K -$92.6K -447 -12%
SLI
1108
Sumitomo Life Insurance
Japan
$577K -$569K -2,744 -47%
BFA
1109
Beaumont Financial Advisors
Massachusetts
$576K -$118K -570 -15%
ACH
1110
ArrowMark Colorado Holdings
Colorado
$568K – – –
HWAM
1111
Hennion & Walsh Asset Management
New Jersey
$563K +$63.2K +305 +11%
VVP
1112
Venture Visionary Partners
Ohio
$563K -$86.6K -418 -12%
BWM
1113
Bullock Wealth Management
Indiana
$562K -$201K -970 -24%
MIM
1114
Morningstar Investment Management
Illinois
$561K – – –
PFW
1115
Petros Family Wealth
Minnesota
$560K +$632K +3,051 New
SB
1116
SIG Brokerage
New York
$548K +$620K +2,990 New
MLA
1117
My Legacy Advisors
Oregon
$546K +$30.9K +149 +5%
MCM
1118
Mendel Capital Management
Arkansas
$545K -$115K -553 -16%
TC
1119
Tacita Capital
Ontario, Canada
$542K – – –
BTWM
1120
Baker Tilly Wealth Management
Wisconsin
$535K -$291K -1,404 -32%
FAFN
1121
First Affirmative Financial Network
Colorado
$533K +$16K +77 +3%
QI
1122
Qtron Investments
Massachusetts
$532K -$1.37M -6,593 -69%
SCM
1123
Schnieders Capital Management
California
$530K -$342K -1,650 -36%
WB
1124
WesBanco Bank
West Virginia
$528K -$33.2K -160 -5%
WANY
1125
Wealthspire Advisors (New York)
New York
$527K -$31.9K -154 -5%
43 44
45
46 47