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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1201
Retirement Planning Company of New England
Rhode Island
$560K +$523K +1,916 New
TCM
1202
Tributary Capital Management
Nebraska
$559K -$16.4K -60 -3%
CRWM
1203
Castle Rock Wealth Management
California
$558K +$273 +1 +0%
CT
1204
Coastline Trust
Rhode Island
$556K – – –
TCM
1205
Tufton Capital Management
Maryland
$554K -$2.73K -10 -0.5%
AC
1206
ASB Consultores
Florida
$552K +$516K +1,887 New
RP
1207
Riverwater Partners
Wisconsin
$549K +$513K +1,876 New
BFS
1208
Bard Financial Services
Connecticut
$548K – – –
CFO
1209
Collective Family Office
Pennsylvania
$548K +$39.6K +145 +8%
CA
1210
Continuum Advisory
Idaho
$547K +$24.9K +91 +5%
CBT
1211
CoreFirst Bank & Trust
Kansas
$546K – – –
TF
1212
TimeScale Financial
Massachusetts
$545K +$2.73K +10 +0.5%
JFGIW
1213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$543K -$112K -411 -18%
GD
1214
Grandfield & Dodd
New York
$540K +$13.4K +49 +3%
1SB
1215
1ST Source Bank
Indiana
$536K +$57.1K +209 +13%
MCWA
1216
Meadow Creek Wealth Advisors
Georgia
$536K +$500K +1,832 New
IIM
1217
Ipswich Investment Management
Massachusetts
$532K – – –
II
1218
Inspire Investing
Idaho
$531K +$9.29K +34 +2%
GKWIM
1219
Gerber Kawasaki Wealth & Investment Management
California
$527K +$18K +66 +4%
VBCG
1220
Valley Brook Capital Group
Pennsylvania
$526K – – –
WTB
1221
Washington Trust Bank
Washington
$521K -$107K -390 -18%
VA
1222
Valmark Advisers
Ohio
$521K -$15.6K -57 -3%
SAI
1223
Systematic Alpha Investments
New Jersey
$516K – – –
GFS
1224
GYL Financial Synergies
Connecticut
$514K +$4.92K +18 +1%
PTC
1225
Philadelphia Trust Company
Pennsylvania
$513K +$2.73K +10 +0.6%
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49
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