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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
1176
American Assets Investment Management
California
$505K -$300K -1,196 -38%
AIC
1177
Archer Investment Corporation
Indiana
$503K – – –
HCMG
1178
Howard Capital Management Group
California
$503K – – –
WAS
1179
Wealth Advisory Solutions
Indiana
$502K +$27.4K +109 +6%
BL
1180
Balentine LLC
Georgia
$502K +$137K +547 +39%
APIM
1181
Agate Pass Investment Management
Washington
$497K – – –
CA
1182
Continuum Advisory
Idaho
$497K +$5.02K +20 +1%
AC
1183
ASB Consultores
Florida
$495K -$237K -943 -33%
SSWM
1184
Sheets Smith Wealth Management
North Carolina
$494K – – –
TCM
1185
Tufton Capital Management
Maryland
$494K +$1.25K +5 +0.3%
AIP
1186
Ahrens Investment Partners
Louisiana
$493K +$6.27K +25 +1%
AI
1187
AXS Investments
New York
$492K +$483K +1,926 New
SAM
1188
Sequent Asset Management
Texas
$491K – – –
5L
1189
55I LLC
Massachusetts
$491K +$482K +1,920 New
ECM
1190
Evergreen Capital Management
Washington
$490K +$63.2K +252 +15%
CT
1191
Coastline Trust
Rhode Island
$489K +$3.26K +13 +0.7%
JFGIW
1192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488K +$31.1K +124 +7%
CFP
1193
Cypress Financial Planning
New Jersey
$488K +$480K +1,911 New
JCIA
1194
Jackson Creek Investment Advisors
Colorado
$486K +$450K +1,794 New
IP
1195
Investment Partners
Ohio
$483K +$251 +1 +0.1%
FC
1196
Financial Consulate
Maryland
$483K +$56.7K +226 +14%
TF
1197
TimeScale Financial
Massachusetts
$481K +$2.76K +11 +0.6%
9WM
1198
9258 Wealth Management
Ohio
$481K +$31.9K +127 +7%
RIA
1199
Regal Investment Advisors
Michigan
$480K +$19.1K +76 +4%
LWM
1200
Ledge Wealth Management
Minnesota
$474K -$48.9K -195 -10%
46 47
48
49 50