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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1201
Coastline Trust
Rhode Island
$477K – – –
SIA
1202
Strategic Investment Advisors
Michigan
$476K -$25.4K -104 -5%
IP
1203
Investment Partners
Ohio
$475K -$7.32K -30 -2%
CAG
1204
Csenge Advisory Group
Florida
$475K +$269K +1,103 +140%
SVWAG
1205
Sound View Wealth Advisors Group
Georgia
$474K -$49.8K -204 -10%
EH
1206
Equitable Holdings
New York
$471K +$150K +616 +49%
TF
1207
TimeScale Financial
Massachusetts
$470K +$2.44K +10 +0.5%
TWM
1208
Thrive Wealth Management
Pennsylvania
$469K -$45.4K -186 -9%
CFO
1209
Collective Family Office
Pennsylvania
$469K -$1.71K -7 -0.4%
1SB
1210
1ST Source Bank
Indiana
$467K +$5.86K +24 +1%
WAS
1211
Wealth Advisory Solutions
Indiana
$466K +$453K +1,855 New
BW
1212
Bison Wealth
Georgia
$465K +$58.8K +241 +15%
TCM
1213
Tributary Capital Management
Nebraska
$464K -$15.9K -65 -3%
CA
1214
Continuum Advisory
Idaho
$464K +$13.4K +55 +3%
VNB
1215
Virginia National Bank
Virginia
$464K +$450K +1,846 New
CBT
1216
CoreFirst Bank & Trust
Kansas
$463K -$5.37K -22 -1%
AIL
1217
AGF Investments LLC
Ontario, Canada
$458K -$107K -437 -19%
RIA
1218
Regal Investment Advisors
Michigan
$453K +$37.3K +153 +9%
BFS
1219
Bickling Financial Services
Massachusetts
$452K +$121K +497 +38%
JFGIW
1220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K -$16.6K -68 -4%
PCG
1221
Private Capital Group
Connecticut
$446K +$35.4K +145 +9%
SAI
1222
Systematic Alpha Investments
New Jersey
$443K – – –
9WM
1223
9258 Wealth Management
Ohio
$441K -$39K -160 -8%
PTC
1224
Philadelphia Trust Company
Pennsylvania
$441K – – –
VA
1225
Valmark Advisers
Ohio
$437K -$9.52K -39 -2%
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50 51