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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1126
Thrive Wealth Management
Pennsylvania
$398K -$121K -672 -23%
MAWA
1127
Moss Adams Wealth Advisors
Washington
$396K +$67.1K +373 +19%
SPC
1128
Sigma Planning Corp
Michigan
$393K -$29.5K -164 -7%
AIS
1129
Advocate Investing Services
Maryland
$391K – – –
AIM
1130
Anchor Investment Management
South Carolina
$390K -$16.4K -91 -4%
1SB
1131
1ST Source Bank
Indiana
$389K -$10.3K -57 -2%
HWAM
1132
Hennion & Walsh Asset Management
New Jersey
$388K +$405K +2,251 New
TWP
1133
Tyche Wealth Partners
Texas
$388K -$540 -3 -0.1%
GDP
1134
Great Diamond Partners
Maine
$388K -$1.62K -9 -0.4%
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$387K -$1.08K -6 -0.3%
KWM
1136
KFG Wealth Management
Indiana
$385K +$33.1K +184 +9%
PP
1137
Patten & Patten
Tennessee
$385K -$7.56K -42 -2%
TGAM
1138
TBH Global Asset Management
Tennessee
$383K -$14.6K -81 -4%
ACH
1139
ArrowMark Colorado Holdings
Colorado
$382K – – –
CFP
1140
Catalyst Financial Partners
Massachusetts
$382K +$53.8K +299 +16%
TCWA
1141
Turtle Creek Wealth Advisors
Texas
$382K -$938K -5,212 -70%
MC
1142
Moors & Cabot
Massachusetts
$381K -$3.78K -21 -0.9%
ABLA
1143
Alan B. Lancz & Associates
Ohio
$381K -$27K -150 -6%
PFA
1144
Pure Financial Advisors
California
$380K +$93.9K +522 +31%
SCM
1145
Schnieders Capital Management
California
$380K -$90K -500 -19%
KP
1146
Keel Point
Alabama
$380K -$109K -608 -22%
PTC
1147
Private Trust Company
Ohio
$379K -$134K -746 -25%
BWP
1148
Baldwin Wealth Partners
Massachusetts
$379K – – –
PWM
1149
Palumbo Wealth Management
New York
$379K -$59.2K -329 -13%
FIA
1150
Foundations Investment Advisors
Arizona
$377K -$188K -1,043 -32%
44 45
46
47 48