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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Aprio Wealth Management
Georgia
$476K +$124K +574 +36%
BF
1202
Brogan Financial
Tennessee
$474K +$144K +667 +45%
WPP
1203
Whalerock Point Partners
Rhode Island
$473K +$1.73K +8 +0.4%
GBT
1204
Grove Bank & Trust
Florida
$472K -$2.81K -13 -0.6%
TFIPS
1205
Towarzystwo Funduszy Inwestycyjnych PZU SA
$470K +$28.1K +130 +7%
WR
1206
WD Rutherford
Oregon
$469K – – –
BWP
1207
Baldwin Wealth Partners
Massachusetts
$467K – – –
1W
1208
1776 Wealth
Georgia
$467K -$10.1K -47 -2%
PWP
1209
Phillips Wealth Planners
Mississippi
$467K +$38K +176 +9%
O3W
1210
Omni 360 Wealth
New Jersey
$464K +$453K +2,099 New
PCP
1211
Proficio Capital Partners
Massachusetts
$463K +$95.2K +441 +27%
BFA
1212
Brown Financial Advisors
Ohio
$463K -$18.4K -85 -4%
LAM
1213
L2 Asset Management
Massachusetts
$463K +$23.5K +109 +5%
TWM
1214
TriaGen Wealth Management
California
$463K +$452K +2,094 New
EW
1215
Evoke Wealth
California
$463K +$139K +642 +45%
TWP
1216
Tyche Wealth Partners
Texas
$462K +$61.1K +283 +16%
EWM
1217
Elmwood Wealth Management
California
$462K +$648 +3 +0.1%
NDSI
1218
Newman Dignan & Sheerar Inc
Rhode Island
$459K -$20.7K -96 -4%
MWM
1219
Modera Wealth Management
New Jersey
$456K +$26.1K +121 +6%
OCPWS
1220
One Charles Private Wealth Services
Massachusetts
$456K -$6.91K -32 -2%
MPI
1221
Mairs & Power Inc
Minnesota
$455K +$8.64K +40 +2%
IF
1222
Intrua Financial
Texas
$454K +$444K +2,055 New
DE
1223
Diversified Enterprises
Delaware
$454K -$112K -517 -20%
EA
1224
Everpar Advisors
Oklahoma
$454K -$10.8K -50 -2%
SFG
1225
Sunburst Financial Group
Alabama
$453K +$81.6K +378 +23%
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