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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1251
Rossby Financial
Florida
$362K -$26.9K -129 -6%
IFG
1252
Independent Financial Group
California
$362K +$2.5K +12 +0.6%
CC
1253
Corton Capital
Ontario, Canada
$361K +$156K +748 +66%
WC
1254
Woodstock Corp
Massachusetts
$361K – – –
VAF
1255
Values Added Financial
District of Columbia
$359K +$7.71K +37 +2%
MBTD
1256
Mechanics Bank - Trust Department
California
$359K -$110K -526 -22%
FAG
1257
Fortitude Advisory Group
Washington
$359K -$4.38K -21 -1%
PT
1258
Plimoth Trust
Massachusetts
$358K -$4.17K -20 -1%
BG
1259
Bahl & Gaynor
Ohio
$354K -$365K -1,753 -49%
SFP
1260
Shepherd Financial Partners
Massachusetts
$354K -$42.7K -205 -10%
ACM
1261
Advisors Capital Management
New Jersey
$350K -$79.6K -382 -17%
CFP
1262
Catalyst Financial Partners
Massachusetts
$349K -$42.7K -205 -10%
PCG
1263
Prosperity Consulting Group
Maryland
$349K +$6.88K +33 +2%
ZBNA
1264
Zions Bancorporation, National Association
Utah
$347K -$84.4K -405 -18%
GD
1265
Grandfield & Dodd
New York
$347K -$208 -1 -0.1%
VBCG
1266
Valley Brook Capital Group
Pennsylvania
$346K – – –
FMP
1267
Financial Management Professionals
Texas
$346K -$10.4K -50 -3%
PF
1268
Phoenix Financial
Israel
$345K -$260K -1,250 -41%
EA
1269
Everpar Advisors
Oklahoma
$343K -$55.4K -266 -13%
KFI
1270
Key Financial Inc
Pennsylvania
$343K -$1.25K -6 -0.3%
SWM
1271
Sendero Wealth Management
Texas
$340K +$118K +564 +47%
SAI
1272
Systematic Alpha Investments
New Jersey
$339K – – –
GS
1273
GTS Securities
Florida
$339K -$890K -4,271 -71%
EWA
1274
EverSource Wealth Advisors
Alabama
$338K -$234K -1,124 -39%
FMII
1275
Farmers & Merchants Investments Inc
Nebraska
$338K – – –
49 50
51
52 53