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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
1201
Sanibel Captiva Trust Company
Florida
$433K -$151K -729 -24%
ABLA
1202
Alan B. Lancz & Associates
Ohio
$432K -$41.4K -200 -8%
BFM
1203
Boothbay Fund Management
New York
$432K -$4.14M -20,003 -89%
HCM
1204
Hutner Capital Management
Vermont
$431K -$596K -2,876 -55%
RWP
1205
RWA Wealth Partners
Massachusetts
$430K -$224K -1,080 -32%
ACM
1206
Alethea Capital Management
Washington
$429K +$484K +2,337 New
AIM
1207
Anchor Investment Management
South Carolina
$427K -$207 -1 -0%
GS
1208
GTS Securities
Florida
$426K -$4.41M -21,271 -90%
IWA
1209
Icon Wealth Advisors
Texas
$424K -$177K -853 -27%
TCM
1210
Tributary Capital Management
Nebraska
$423K -$24.9K -120 -5%
1WM
1211
1858 Wealth Management
Ohio
$423K – – –
PAG
1212
Paladin Advisory Group
Iowa
$422K – – –
SAA
1213
Southeast Asset Advisors
Georgia
$422K – – –
TFS
1214
Thoroughbred Financial Services
Tennessee
$421K +$414 +2 +0.1%
OFS
1215
OneAscent Financial Services
Alabama
$421K +$475K +2,294 New
BFA
1216
Brown Financial Advisors
Ohio
$420K +$48.5K +234 +11%
CRWM
1217
Castle Rock Wealth Management
California
$419K -$207 -1 -0%
ST
1218
Spinnaker Trust
Maine
$419K +$37.3K +180 +9%
PFA
1219
Peak Financial Advisors
Colorado
$419K -$7.46K -36 -2%
RFS
1220
Richardson Financial Services
Massachusetts
$418K -$38.7K -187 -8%
RB
1221
Renasant Bank
Mississippi
$416K +$175K +846 +59%
FFA
1222
Farther Finance Advisors
California
$414K -$449K -2,167 -49%
BWP
1223
BSW Wealth Partners
Colorado
$410K +$3.52K +17 +0.8%
AWM
1224
Avior Wealth Management
Nebraska
$408K -$84.1K -406 -15%
HL
1225
HeadInvest LLC
Maine
$408K – – –
47 48
49
50 51