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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1251
Independent Financial Group
California
$362K +$2.5K +12 +0.6%
CC
1252
Corton Capital
Ontario, Canada
$361K +$156K +748 +66%
WC
1253
Woodstock Corp
Massachusetts
$361K – – –
VAF
1254
Values Added Financial
District of Columbia
$359K +$7.71K +37 +2%
MBTD
1255
Mechanics Bank - Trust Department
California
$359K -$110K -526 -22%
FAG
1256
Fortitude Advisory Group
Washington
$359K -$4.38K -21 -1%
PT
1257
Plimoth Trust
Massachusetts
$358K -$4.17K -20 -1%
BG
1258
Bahl & Gaynor
Ohio
$354K -$365K -1,753 -49%
SFP
1259
Shepherd Financial Partners
Massachusetts
$354K -$42.7K -205 -10%
ACM
1260
Advisors Capital Management
New Jersey
$350K -$79.6K -382 -17%
CFP
1261
Catalyst Financial Partners
Massachusetts
$349K -$42.7K -205 -10%
PCG
1262
Prosperity Consulting Group
Maryland
$349K +$6.88K +33 +2%
ZBNA
1263
Zions Bancorporation, National Association
Utah
$347K -$84.4K -405 -18%
GD
1264
Grandfield & Dodd
New York
$347K -$208 -1 -0.1%
VBCG
1265
Valley Brook Capital Group
Pennsylvania
$346K – – –
FMP
1266
Financial Management Professionals
Texas
$346K -$10.4K -50 -3%
PF
1267
Phoenix Financial
Israel
$345K -$260K -1,250 -41%
EA
1268
Everpar Advisors
Oklahoma
$343K -$55.4K -266 -13%
KFI
1269
Key Financial Inc
Pennsylvania
$343K -$1.25K -6 -0.3%
SWM
1270
Sendero Wealth Management
Texas
$340K +$118K +564 +47%
SAI
1271
Systematic Alpha Investments
New Jersey
$339K – – –
GS
1272
GTS Securities
Florida
$339K -$890K -4,271 -71%
EWA
1273
EverSource Wealth Advisors
Alabama
$338K -$234K -1,124 -39%
FMII
1274
Farmers & Merchants Investments Inc
Nebraska
$338K – – –
APW
1275
Aventura Private Wealth
Florida
$338K +$13.1K +63 +4%
49 50
51
52 53