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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Connecticut Wealth Management
Connecticut
$343K +$93.5K +514 +36%
HSA
1202
HBK Sorce Advisory
Pennsylvania
$343K +$84.4K +464 +30%
CFP
1203
Cypress Financial Planning
New Jersey
$343K +$364 +2 +0.1%
FAG
1204
Fortitude Advisory Group
Washington
$343K +$15.7K +86 +5%
PWA
1205
Pitcairn Wealth Advisors
Pennsylvania
$342K +$354K +1,948 New
WIS
1206
Wright Investors Service
Connecticut
$342K -$85K -467 -19%
TWM
1207
TriaGen Wealth Management
California
$341K -$24.9K -137 -7%
MAWA
1208
Moss Adams Wealth Advisors
Washington
$341K +$41.5K +228 +13%
RWP
1209
RWA Wealth Partners
Massachusetts
$340K -$27.7K -152 -7%
JWWM
1210
Johnson & White Wealth Management
Pennsylvania
$340K -$3.09K -17 -0.9%
AFT
1211
Alpha Family Trust
California
$338K – – –
CIAS
1212
Capital Investment Advisory Services
North Carolina
$336K -$37.5K -206 -10%
CFP
1213
Catalyst Financial Partners
Massachusetts
$336K +$18K +99 +5%
TCBWMS
1214
Texas Capital Bank Wealth Management Services
Texas
$336K +$348K +1,914 New
LAM
1215
LECAP Asset Management
United Kingdom
$335K -$1.78M -9,778 -84%
SB
1216
Strategic Blueprint
Georgia
$335K +$3.64K +20 +1%
PTC
1217
Philadelphia Trust Company
Pennsylvania
$334K – – –
PWMG
1218
Pinnacle Wealth Management Group
Michigan
$334K -$79.2K -435 -19%
CT
1219
Coastline Trust
Rhode Island
$334K +$256K +1,408 +286%
KIA
1220
KCM Investment Advisors
California
$333K -$13.8K -76 -4%
MAWCM
1221
Mine & Arao Wealth Creation & Management
California
$332K -$21.5K -118 -6%
LI
1222
LMCG Investments
Massachusetts
$332K +$103K +565 +43%
DFA
1223
Delta Financial Advisors
Louisiana
$331K +$79.3K +436 +30%
WAG
1224
Wallace Advisory Group
California
$330K -$63K -346 -16%
WC
1225
Woodstock Corp
Massachusetts
$330K – – –
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