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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1201
Evergreen Capital Management
Washington
$423K +$15.9K +62 +3%
AIC
1202
Archer Investment Corporation
Indiana
$423K – – –
BL
1203
Balentine LLC
Georgia
$422K +$1.03K +4 +0.2%
AC
1204
ASB Consultores
Florida
$422K +$7.96K +31 +2%
PTC
1205
Philadelphia Trust Company
Pennsylvania
$421K +$57.3K +223 +13%
IFWM
1206
Institute for Wealth Management
Colorado
$419K -$11.8K -46 -2%
CA
1207
Continuum Advisory
Idaho
$418K – – –
APIM
1208
Agate Pass Investment Management
Washington
$417K – – –
VCA
1209
Verdence Capital Advisors
Maryland
$417K +$154K +601 +45%
KC
1210
Kingfisher Capital
North Carolina
$417K +$499K +1,941 New
SSWM
1211
Sheets Smith Wealth Management
North Carolina
$415K – – –
TCM
1212
Tufton Capital Management
Maryland
$415K – – –
AIP
1213
Ahrens Investment Partners
Louisiana
$414K – – –
SAM
1214
Sequent Asset Management
Texas
$412K – – –
AWM
1215
Avior Wealth Management
Nebraska
$412K +$66K +257 +15%
CFP
1216
Cypress Financial Planning
New Jersey
$411K +$514 +2 +0.1%
AUB
1217
Atlantic Union Bankshares
Virginia
$410K -$147K -572 -23%
HW
1218
Hancock Whitney
Mississippi
$409K -$25.4K -99 -5%
AC
1219
Addison Capital
Pennsylvania
$409K +$14.1K +55 +3%
PT
1220
Plimoth Trust
Massachusetts
$409K +$262K +1,020 +115%
TF
1221
TimeScale Financial
Massachusetts
$407K +$2.57K +10 +0.5%
ARG
1222
Advisory Resource Group
Oklahoma
$405K +$28.3K +110 +6%
SAM
1223
Sompo Asset Management
Japan
$405K +$234K +910 +93%
KLI
1224
Kelman-Lazarov Inc
Tennessee
$404K +$51.4K +200 +12%
1W
1225
1776 Wealth
Georgia
$402K +$12.1K +47 +3%
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