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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
1176
Texas Bank & Trust
Texas
$506K +$183K +935 +67%
DWM
1177
Defined Wealth Management
Oregon
$505K -$10.4K -53 -2%
CI
1178
CX Institutional
Indiana
$504K +$125K +639 +38%
WAG
1179
Wallace Advisory Group
California
$504K -$589 -3 -0.1%
WE
1180
Wealth Effects
Massachusetts
$502K -$392K -1,996 -46%
1WM
1181
1858 Wealth Management
Ohio
$501K – – –
MC
1182
Moors & Cabot
Massachusetts
$501K -$61.6K -314 -12%
PAG
1183
Paladin Advisory Group
Iowa
$500K – – –
RFS
1184
Richardson Financial Services
Massachusetts
$500K – – –
YLHM
1185
Yelin Lapidot Holdings Management
Israel
$500K +$49.6K +253 +12%
SOS
1186
Silver Oak Securities
Tennessee
$500K +$99.7K +508 +28%
RWP
1187
RWA Wealth Partners
Massachusetts
$499K -$11K -56 -2%
PCM
1188
Penserra Capital Management
California
$498K -$212K -1,080 -32%
ST
1189
Spinnaker Trust
Maine
$497K – – –
PFA
1190
Peak Financial Advisors
Colorado
$497K – – –
LA
1191
Legacy Advisors
Pennsylvania
$496K -$23K -117 -5%
OBGC
1192
O'Brien Greene & Co
Pennsylvania
$494K -$29.6K -151 -6%
MG
1193
Mather Group
Illinois
$494K -$619K -3,157 -58%
ACM
1194
Arcataur Capital Management
Wisconsin
$493K -$22.6K -115 -5%
LAS
1195
LWM Advisory Services
Florida
$493K -$23.7K -121 -5%
APP
1196
Avantax Planning Partners
Iowa
$492K +$7.46K +38 +2%
WS
1197
Wedbush Securities
California
$491K -$44.1K -225 -9%
TCM
1198
Tributary Capital Management
Nebraska
$490K -$10.8K -55 -2%
DG
1199
DMC Group
Alabama
$488K +$19.2K +98 +5%
CFC
1200
Coyle Financial Counsel
Illinois
$487K +$10.4K +53 +2%
46 47
48
49 50