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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1126
SVB Wealth
Massachusetts
$385K -$78.7K -437 -16%
AWM
1127
Angeles Wealth Management
California
$383K -$31K -172 -7%
GCM
1128
Gallacher Capital Management
Colorado
$382K +$421K +2,338 New
IGAM
1129
iA Global Asset Management
Quebec, Canada
$382K +$421K +2,336 New
DWM
1130
Defined Wealth Management
Oregon
$380K +$2.34K +13 +0.6%
HH
1131
Hilltop Holdings
Texas
$378K +$111K +616 +36%
CFP
1132
Cypress Financial Planning
New Jersey
$377K +$66.1K +367 +19%
BWM
1133
Bullock Wealth Management
Indiana
$376K +$408K +2,266 New
MG
1134
Marex Group
$375K +$197K +1,094 +91%
CAM
1135
Cidel Asset Management
Ontario, Canada
$372K +$45.2K +251 +12%
AIS
1136
Advocate Investing Services
Maryland
$371K – – –
SBFM
1137
S-Bank Fund Management
Finland
$371K -$2.06M -11,424 -83%
FLPIM
1138
F.L. Putnam Investment Management
Massachusetts
$369K +$28.4K +158 +8%
IA
1139
Integrity Alliance
Iowa
$369K +$63.7K +354 +19%
CS
1140
Capital Square
Tennessee
$367K -$93.6K -520 -19%
SAG
1141
SageView Advisory Group
California
$366K +$51.3K +285 +15%
KWM
1142
KFG Wealth Management
Indiana
$366K +$720 +4 +0.2%
SCM
1143
Schnieders Capital Management
California
$366K +$6.3K +35 +2%
GDP
1144
Great Diamond Partners
Maine
$365K -$2.7K -15 -0.7%
CFP
1145
Catalyst Financial Partners
Massachusetts
$365K +$3.06K +17 +0.8%
BA
1146
Bridgewater Advisors
New York
$363K -$19.3K -107 -4%
TGAM
1147
TBH Global Asset Management
Tennessee
$363K +$180 +1 +0%
ACH
1148
ArrowMark Colorado Holdings
Colorado
$362K – – –
ABLA
1149
Alan B. Lancz & Associates
Ohio
$361K – – –
1SB
1150
1ST Source Bank
Indiana
$361K -$9K -50 -2%
44 45
46
47 48