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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
1151
Meiji Yasuda Life Insurance
Japan
$374K +$75.6K +420 +24%
WA
1152
WBH Advisory
Maryland
$374K -$382K -2,124 -49%
TPI
1153
Trust Point Inc
Wisconsin
$373K +$153K +852 +65%
CI
1154
Conning Inc
Connecticut
$373K -$70K -389 -15%
ACM
1155
Arcataur Capital Management
Wisconsin
$373K – – –
OCA
1156
OpenArc Corporate Advisory
Georgia
$372K +$75.4K +419 +24%
KCM
1157
Kathmere Capital Management
Pennsylvania
$372K +$165K +917 +74%
USCWA
1158
U.S. Capital Wealth Advisors
Texas
$370K +$49.1K +273 +15%
AWA
1159
Arkadios Wealth Advisors
Georgia
$369K +$26.8K +149 +7%
WPP
1160
Whalerock Point Partners
Rhode Island
$369K – – –
6SA
1161
6th Street Advisors
Alabama
$369K +$385K +2,137 New
RCM
1162
Radnor Capital Management
Pennsylvania
$368K -$44.1K -245 -10%
TCBWMS
1163
Texas Capital Bank Wealth Management Services
Texas
$367K +$38.3K +213 +11%
PIA
1164
Perennial Investment Advisors
California
$363K +$171K +952 +83%
MWM
1165
Mission Wealth Management
California
$363K -$59K -328 -13%
NGA
1166
Naples Global Advisors
Florida
$363K – – –
FLPIM
1167
F.L. Putnam Investment Management
Massachusetts
$363K -$1.86M -10,315 -83%
O3W
1168
Omni 360 Wealth
New Jersey
$362K – – –
LWM
1169
Lakeridge Wealth Management
Ohio
$361K -$351K -1,951 -48%
ST
1170
Spinnaker Trust
Maine
$359K -$102K -566 -21%
1W
1171
1776 Wealth
Georgia
$358K – – –
AAG
1172
Asset Advisory Group
New Jersey
$358K +$10.8K +60 +3%
PCS
1173
Personal CFO Solutions
New Jersey
$356K +$71.6K +398 +24%
GBT
1174
Grove Bank & Trust
Florida
$356K +$2.88K +16 +0.8%
UWM
1175
Urban Wealth Management
California
$356K -$5.4K -30 -1%
45 46
47
48 49