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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1226
HeadInvest LLC
Maine
$408K – – –
APP
1227
Avantax Planning Partners
Iowa
$407K +$9.12K +44 +2%
DFG
1228
Delta Financial Group
New Jersey
$407K -$53K -256 -10%
OCPWS
1229
One Charles Private Wealth Services
Massachusetts
$405K -$60.9K -294 -12%
NWMG
1230
National Wealth Management Group
Ohio
$403K -$35.4K -171 -7%
KP
1231
Keel Point
Alabama
$402K +$25.3K +122 +6%
CFC
1232
Coyle Financial Counsel
Illinois
$401K +$7.67K +37 +2%
CFG
1233
Copley Financial Group
California
$400K +$20.5K +99 +5%
1W
1234
1776 Wealth
Georgia
$399K -$4.97K -24 -1%
FMII
1235
Farmers & Merchants Investments Inc
Nebraska
$399K – – –
CWM
1236
Calamos Wealth Management
Illinois
$398K +$12.6K +61 +3%
DG
1237
DMC Group
Alabama
$393K -$8.08K -39 -2%
AIA
1238
AssuredPartners Investment Advisors
Florida
$393K +$444K +2,145 New
SMA
1239
Sage Mountain Advisors
Georgia
$391K +$20.9K +101 +5%
WPP
1240
Whalerock Point Partners
Rhode Island
$391K – – –
PFBT
1241
Parkside Financial Bank & Trust
Missouri
$389K -$8.08K -39 -2%
CIAS
1242
Capital Investment Advisory Services
North Carolina
$389K -$5.59K -27 -1%
BWP
1243
Baldwin Wealth Partners
Massachusetts
$388K -$16.6K -80 -4%
SF
1244
Symphony Financial
Texas
$386K -$31.1K -150 -7%
EI
1245
Ellevest Inc
New York
$386K -$51.4K -248 -11%
MWM
1246
Mission Wealth Management
California
$384K -$5.39K -26 -1%
IFG
1247
Independent Financial Group
California
$384K -$105K -508 -20%
PA
1248
Probity Advisors
Texas
$383K +$18.9K +91 +5%
HR
1249
Howe & Rusling
New York
$383K -$45.4K -219 -10%
SFP
1250
Shepherd Financial Partners
Massachusetts
$381K -$23.4K -113 -5%
48 49
50
51 52