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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1226
Nilsine Partners
Colorado
$369K +$30.3K +155 +9%
MWM
1227
Mission Wealth Management
California
$368K -$9.78K -50 -3%
KAS
1228
Kestra Advisory Services
Texas
$367K +$367K +1,878 New
CFP
1229
Cypress Financial Planning
New Jersey
$367K – – –
HCMG
1230
Howard Capital Management Group
California
$367K -$40.7K -208 -10%
RMAM
1231
Raab & Moskowitz Asset Management
New Jersey
$365K -$49.3K -252 -12%
CGIM
1232
Capital Group Investment Management
Singapore
$365K -$17K -87 -4%
JWWM
1233
Johnson & White Wealth Management
Pennsylvania
$365K +$196 +1 +0.1%
BB
1234
Busey Bank
Illinois
$364K -$96K -491 -21%
M
1235
Mirova
France
$364K -$152K -775 -29%
AUB
1236
Atlantic Union Bankshares
Virginia
$363K +$35.8K +183 +11%
WANY
1237
Wealthspire Advisors (New York)
New York
$362K -$9.38K -48 -3%
WTB
1238
Washington Trust Bank
Washington
$362K -$22.3K -114 -6%
DFA
1239
Delta Financial Advisors
Louisiana
$361K +$35.2K +180 +11%
KC
1240
Kingfisher Capital
North Carolina
$360K -$4.3K -22 -1%
RWB
1241
RMR Wealth Builders
New Jersey
$357K +$9.78K +50 +3%
1SB
1242
1ST Source Bank
Indiana
$356K -$3.71K -19 -1%
SAA
1243
Southeast Asset Advisors
Georgia
$356K – – –
EFG
1244
Ethos Financial Group
Pennsylvania
$355K – – –
EFSCE
1245
Enterprise Financial Services Corp (EFSC)
Missouri
$354K +$356K +1,823 New
M
1246
MOTCO
Texas
$352K +$1.56K +8 +0.4%
WA
1247
Waverly Advisors
Alabama
$351K +$354K +1,811 New
EL
1248
EMFO LLC
Florida
$351K – – –
PFA
1249
Peak Financial Advisors
Colorado
$351K +$354K +1,809 New
TCM
1250
Tufton Capital Management
Maryland
$350K -$24.4K -125 -6%
48 49
50
51 52