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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1251
Golden State Equity Partners
California
$370K +$380K +1,813 New
EL
1252
EMFO LLC
Florida
$370K – – –
M
1253
MOTCO
Texas
$369K +$14.3K +68 +4%
FAG
1254
Fortitude Advisory Group
Washington
$368K +$32.3K +154 +9%
EW
1255
Evoke Wealth
California
$367K -$34.6K -165 -8%
KFI
1256
Key Financial Inc
Pennsylvania
$367K +$47.2K +225 +14%
GRP
1257
Global Retirement Partners
California
$366K +$40.5K +193 +11%
HFM
1258
Hartford Funds Management
Pennsylvania
$365K +$375K +1,786 New
ACH
1259
ArrowMark Colorado Holdings
Colorado
$365K – – –
CI
1260
CX Institutional
Indiana
$365K -$7.76K -37 -2%
GFS
1261
GYL Financial Synergies
Connecticut
$363K -$194K -925 -34%
RWB
1262
RMR Wealth Builders
New Jersey
$363K +$2.31K +11 +0.6%
SAI
1263
Systematic Alpha Investments
New Jersey
$360K – – –
NL
1264
NWAM LLC
Washington
$358K +$12.2K +58 +3%
CIM
1265
CIM Investment Management
Pennsylvania
$357K +$17K +81 +5%
NP
1266
Nilsine Partners
Colorado
$357K +$367K +1,748 New
BTI
1267
Blue Trust Inc
Georgia
$357K -$104K -496 -23%
CWM
1268
Calamos Wealth Management
Illinois
$357K -$31.9K -152 -8%
KLI
1269
Kelman-Lazarov Inc
Tennessee
$356K -$14.9K -71 -4%
EFG
1270
Ethos Financial Group
Pennsylvania
$355K +$24.1K +115 +7%
JWCA
1271
J.W. Coons Advisors
Ohio
$354K -$255K -1,216 -41%
AIP
1272
Ahrens Investment Partners
Louisiana
$348K -$31.5K -150 -8%
JHP
1273
James Hambro & Partners
United Kingdom
$348K -$89.8K -428 -20%
LCWP
1274
Legacy Capital Wealth Partners
Arkansas
$347K +$357K +1,700 New
PCM
1275
Palisade Capital Management
New Jersey
$347K – – –
49 50
51
52 53