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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
PDS Planning
Ohio
$304K -$61.8K -316 -17%
HIG
1302
Heritage Investment Group
Florida
$304K -$7.63K -39 -2%
CSPIA
1303
Cary Street Partners Investment Advisory
Virginia
$302K +$64.9K +332 +27%
IG
1304
Ithaka Group
Virginia
$301K – – –
HWM
1305
Hemington Wealth Management
Virginia
$300K -$10.8K -55 -3%
SSWM
1306
Sheets Smith Wealth Management
North Carolina
$299K – – –
ZIM
1307
Zacks Investment Management
Illinois
$299K +$301K +1,541 New
BCM
1308
Becker Capital Management
Oregon
$299K – – –
EW
1309
Evoke Wealth
California
$298K -$53.8K -275 -15%
WA
1310
WESPAC Advisors
California
$297K – – –
FCB
1311
First County Bank
Connecticut
$296K +$61.6K +315 +26%
PWLP
1312
Prio Wealth Limited Partnership
Massachusetts
$296K -$120K -615 -29%
EWM
1313
Endurance Wealth Management
Rhode Island
$294K – – –
VA
1314
Valmark Advisers
Ohio
$294K -$23.1K -118 -7%
EWM
1315
Evermay Wealth Management
Virginia
$294K – – –
OHWA
1316
Oak Hill Wealth Advisors
Virginia
$294K -$16.2K -83 -5%
IWN
1317
Independent Wealth Network
Iowa
$292K +$29.3K +150 +11%
DTC
1318
Davidson Trust Company
Washington
$291K +$294K +1,502 New
CCFM
1319
Clear Creek Financial Management
Washington
$290K -$16.4K -84 -5%
MA
1320
MJP Associates
Connecticut
$290K +$292K +1,494 New
FFA
1321
First Foundation Advisors
California
$287K -$242K -1,237 -45%
NPA
1322
Nichols & Pratt Advisers
Massachusetts
$286K +$288K +1,475 New
CWA
1323
CM Wealth Advisors
Ohio
$285K -$1.79M -9,131 -86%
GIA
1324
Gladstone Institutional Advisory
Florida
$284K -$281K -1,438 -50%
CWM
1325
Cornerstone Wealth Management
Missouri
$282K +$284K +1,454 New
51 52
53
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