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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1226
Fort Point Capital Partners
California
$303K +$8.64K +48 +3%
AA
1227
Armis Advisers
Georgia
$302K -$8.28K -46 -2%
CP
1228
Camelot Portfolios
Ohio
$301K -$456K -2,535 -58%
AWAP
1229
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$301K -$900 -5 -0.3%
JWWM
1230
Johnson & White Wealth Management
Pennsylvania
$301K -$13.9K -77 -4%
EDRH
1231
Edmond de Rothschild Holding
Switzerland
$301K +$123K +681 +59%
ATC
1232
Adirondack Trust Company
New York
$301K -$32K -178 -9%
NAAA
1233
New Age Alpha Advisors
New York
$300K -$2.68M -14,882 -89%
NSIM
1234
North Star Investment Management
Illinois
$299K -$31K -172 -9%
LIP
1235
Lighthouse Investment Partners
Florida
$298K -$6.98M -38,793 -96%
ST
1236
Spinnaker Trust
Maine
$297K -$47.3K -263 -13%
RWC
1237
Rare Wolf Capital
Washington
$297K +$327K +1,814 New
S
1238
Sunpointe
Missouri
$296K -$8.1K -45 -2%
TPA
1239
Trivium Point Advisory
Connecticut
$296K +$85K +472 +35%
BFG
1240
Beto Financial Group
Idaho
$295K -$6.3K -35 -2%
KP
1241
Keel Point
Alabama
$295K -$71.1K -395 -18%
GD
1242
Grandfield & Dodd
New York
$295K – – –
WAG
1243
Wallace Advisory Group
California
$294K -$23.2K -129 -7%
BWA
1244
Basecamp Wealth Advisors
Washington
$294K +$18.4K +102 +6%
LWM
1245
Lakeridge Wealth Management
Ohio
$293K -$54K -300 -14%
OP
1246
Oslo Pensjonsforsikring
$293K +$67.9K +377 +27%
MEAC
1247
M.E. Allison & Co
Texas
$293K – – –
RC
1248
Roundview Capital
New Jersey
$293K -$136K -758 -30%
ACM
1249
AlphaStar Capital Management
North Carolina
$291K +$5.4K +30 +2%
BGDI
1250
BW Gestao de Investimentos
Brazil
$291K +$321K +1,781 New
48 49
50
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