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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1226
Optas LLC
Texas
$439K +$10.3K +41 +2%
GKWIM
1227
Gerber Kawasaki Wealth & Investment Management
California
$438K -$5.52K -22 -1%
CIM
1228
CIM Investment Management
Pennsylvania
$438K -$2.26K -9 -0.5%
RWB
1229
RMR Wealth Builders
New Jersey
$436K -$121K -484 -22%
SPWM
1230
Schrum Private Wealth Management
Florida
$436K +$1K +4 +0.2%
SIM
1231
Sandia Investment Management
Massachusetts
$435K +$427K +1,700 New
LOAMS
1232
Lombard Odier Asset Management (Switzerland)
Switzerland
$435K +$427K +1,703 New
FNA
1233
First National Advisers
Nebraska
$435K +$428K +1,704 New
AWE
1234
Avidian Wealth Enterprises
Texas
$434K -$2.76K -11 -0.6%
PCM
1235
Palisade Capital Management
New Jersey
$434K – – –
MWM
1236
Meridian Wealth Management
Kentucky
$434K +$426K +1,698 New
VNB
1237
Virginia National Bank
Virginia
$433K -$38.4K -153 -8%
LCM
1238
Leisure Capital Management
California
$431K – – –
KLI
1239
Kelman-Lazarov Inc
Tennessee
$430K -$91.8K -366 -18%
SS
1240
Sunbelt Securities
Texas
$430K +$4.27K +17 +1%
RMAM
1241
Raab & Moskowitz Asset Management
New Jersey
$430K +$38.6K +154 +10%
AG
1242
AIA Group
Hong Kong
$429K +$196K +783 +88%
KSWA
1243
Kathleen S. Wright Associates
Pennsylvania
$428K +$31.4K +125 +8%
LIM
1244
Longfellow Investment Management
Massachusetts
$426K – – –
TGAM
1245
TBH Global Asset Management
Tennessee
$425K +$104K +413 +33%
AWM
1246
Avior Wealth Management
Nebraska
$424K – – –
MWM
1247
Modera Wealth Management
New Jersey
$424K +$6.52K +26 +2%
CBT
1248
CoreFirst Bank & Trust
Kansas
$423K -$47.7K -190 -10%
AIL
1249
AGF Investments LLC
Ontario, Canada
$423K -$42.4K -169 -9%
CP
1250
Coho Partners
Pennsylvania
$423K – – –
48 49
50
51 52