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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1226
Avidian Wealth Enterprises
Texas
$511K +$86.9K +318 +22%
PCP
1227
Proficio Capital Partners
Massachusetts
$509K +$5.19K +19 +1%
CAM
1228
Cozad Asset Management
Illinois
$506K – – –
VWA
1229
Visionary Wealth Advisors
Illinois
$506K +$70.2K +257 +17%
CIM
1230
CIM Investment Management
Pennsylvania
$504K -$9.02K -33 -2%
VC
1231
Veracity Capital
Georgia
$497K -$8.47K -31 -2%
SPWM
1232
Schrum Private Wealth Management
Florida
$497K +$464K +1,698 New
LCM
1233
Leisure Capital Management
California
$493K – – –
CLOS
1234
Compagnie Lombard Odier SCmA
Switzerland
$492K – – –
PCM
1235
Palisade Capital Management
New Jersey
$492K – – –
QCM
1236
Quest Capital Management
Texas
$489K -$22.1K -81 -5%
OL
1237
Optas LLC
Texas
$486K +$2.46K +9 +0.5%
AWM
1238
Avior Wealth Management
Nebraska
$485K – – –
EAM
1239
Erste Asset Management
Austria
$484K -$238K -871 -34%
AMCA
1240
Arthur M. Cohen & Associates
Illinois
$484K – – –
CP
1241
Coho Partners
Pennsylvania
$484K – – –
QCIG
1242
Quad-Cities Investment Group
Iowa
$484K – – –
ECM
1243
Evergreen Capital Management
Washington
$484K +$13.1K +48 +3%
RIA
1244
Regal Investment Advisors
Michigan
$483K +$116K +424 +35%
CG
1245
Cutler Group
California
$481K -$106K -387 -19%
JCM
1246
J2 Capital Management
Michigan
$481K +$449K +1,644 New
PCG
1247
Private Capital Group
Connecticut
$479K -$3.83K -14 -0.9%
KJHP
1248
K.J. Harrison & Partners
Ontario, Canada
$476K +$34.1K +125 +8%
FC
1249
Financial Consulate
Maryland
$475K -$104K -380 -19%
KFS
1250
Kaizen Financial Strategies
California
$472K +$217K +796 +97%
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