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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1151
TBH Global Asset Management
Tennessee
$363K +$180 +1 +0%
ACH
1152
ArrowMark Colorado Holdings
Colorado
$362K – – –
ABLA
1153
Alan B. Lancz & Associates
Ohio
$361K – – –
1SB
1154
1ST Source Bank
Indiana
$361K -$9K -50 -2%
PCS
1155
Personal CFO Solutions
New Jersey
$360K +$20.5K +114 +6%
TL
1156
Tradewinds LLC
North Carolina
$355K +$1.86M +10,358 New
TWM
1157
Thrive Wealth Management
Pennsylvania
$354K -$25.7K -143 -6%
YP
1158
YANKCOM Partnership
South Dakota
$354K +$30.1K +167 +8%
CI
1159
Conning Inc
Connecticut
$354K – – –
ACM
1160
Arcataur Capital Management
Wisconsin
$353K – – –
PWM
1161
Palumbo Wealth Management
New York
$352K -$6.84K -38 -2%
HSA
1162
HBK Sorce Advisory
Pennsylvania
$351K -$41.4K -230 -10%
MAWA
1163
Moss Adams Wealth Advisors
Washington
$351K -$31.3K -174 -8%
RCM
1164
Radnor Capital Management
Pennsylvania
$351K +$2.16K +12 +0.6%
NGA
1165
Naples Global Advisors
Florida
$350K +$2.16K +12 +0.6%
WCP
1166
Wick Capital Partners
Pennsylvania
$349K +$103K +570 +36%
TPI
1167
Trust Point Inc
Wisconsin
$349K -$5.58K -31 -1%
SCTC
1168
Sanibel Captiva Trust Company
Florida
$348K -$47.5K -264 -11%
ACM
1169
Advisors Capital Management
New Jersey
$346K +$74.3K +413 +24%
PTC
1170
Private Trust Company
Ohio
$345K -$14.9K -83 -4%
MG
1171
Mather Group
Illinois
$345K +$45.5K +253 +14%
AA
1172
Alta Advisers
United Kingdom
$345K +$83K +461 +28%
UFA
1173
Unify Financial Advisors
Florida
$344K +$24.3K +135 +7%
O3W
1174
Omni 360 Wealth
New Jersey
$343K – – –
TWM
1175
TriaGen Wealth Management
California
$343K +$17.1K +95 +5%
45 46
47
48 49