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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1276
Sentry Investment Management
Wisconsin
$356K -$65.5K -316 -14%
MME
1277
Meag Munich Ergo
Germany
$355K – – –
HWA
1278
Heartwood Wealth Advisors
Virginia
$355K – – –
CFP
1279
Cypress Financial Planning
New Jersey
$354K -$1.04K -5 -0.3%
BA
1280
Bridgewater Associates
Connecticut
$354K +$400K +1,931 New
AFT
1281
Alpha Family Trust
California
$353K – – –
JWWM
1282
Johnson & White Wealth Management
Pennsylvania
$353K +$207 +1 +0.1%
AWM
1283
Angeles Wealth Management
California
$351K +$47.9K +231 +14%
OL
1284
Optas LLC
Texas
$351K -$78.9K -381 -17%
FAT
1285
First American Trust
California
$350K -$5.54M -26,759 -93%
PTC
1286
Philadelphia Trust Company
Pennsylvania
$349K -$2.07K -10 -0.5%
PFC
1287
Phocas Financial Corp
California
$349K +$395K +1,905 New
DC
1288
Diametric Capital
Massachusetts
$348K +$393K +1,896 New
AWM
1289
Aprio Wealth Management
Georgia
$347K -$90.5K -437 -19%
GA
1290
Geller Advisors
New York
$347K -$8.7K -42 -2%
YIA
1291
YHB Investment Advisors
Connecticut
$346K -$14.9K -72 -4%
XF
1292
XML Financial
Maryland
$346K +$10.8K +52 +3%
AA
1293
Advisory Alpha
Michigan
$346K +$1.66K +8 +0.4%
VAF
1294
Values Added Financial
District of Columbia
$344K +$114K +549 +41%
SIA
1295
Schechter Investment Advisors
Michigan
$342K -$150K -723 -28%
FHC
1296
First Heartland Consultants
Missouri
$341K +$33.8K +163 +10%
FAG
1297
Fortitude Advisory Group
Washington
$340K -$84.3K -407 -18%
FPCP
1298
Fort Point Capital Partners
California
$339K -$34.4K -166 -8%
XT
1299
XTX Topco
Cayman Islands
$336K +$380K +1,833 New
FCBT
1300
First Citizens Bank & Trust
North Carolina
$334K -$136K -656 -26%
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