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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1301
Arkadios Wealth Advisors
Georgia
$325K – – –
CF
1302
Convergence Financial
Missouri
$324K +$312K +1,667 New
ACP
1303
Aveo Capital Partners
Colorado
$322K -$8.6K -46 -3%
IP
1304
Investment Partners
Ohio
$322K -$5.98K -32 -2%
CA
1305
Claro Advisors
Massachusetts
$322K +$77.4K +414 +33%
XF
1306
XML Financial
Maryland
$321K +$40K +214 +15%
VCM
1307
Violich Capital Management
California
$321K – – –
LP
1308
LGL Partners
Pennsylvania
$321K – – –
KA
1309
Kovack Advisors
Florida
$320K -$187 -1 -0.1%
CPWA
1310
Cerro Pacific Wealth Advisors
California
$319K +$306K +1,639 New
EFG
1311
Everhart Financial Group
Ohio
$317K +$80.2K +429 +36%
FAIM
1312
Financial Advocates Investment Management
Washington
$315K -$59.6K -319 -16%
QCIG
1313
Quad-Cities Investment Group
Iowa
$315K -$7.85K -42 -3%
ZB
1314
Zions Bancorporation
Utah
$314K -$3.92K -21 -1%
ICA
1315
Infrastructure Capital Advisors
New York
$314K -$3.55K -19 -1%
MCM
1316
Manchester Capital Management
Vermont
$311K +$6.36K +34 +2%
PCM
1317
Palisade Capital Management
New Jersey
$311K -$2.8K -15 -0.9%
EFA
1318
Evernest Financial Advisors
Indiana
$309K -$11.6K -62 -4%
BCM
1319
BlueCrest Capital Management
Jersey
$308K -$141K -754 -32%
GBWM
1320
Granite Bay Wealth Management
New Hampshire
$307K -$83.2K -445 -22%
HIG
1321
Heritage Investment Group
Florida
$305K – – –
APIM
1322
Agate Pass Investment Management
Washington
$304K -$4.67K -25 -2%
RB
1323
Renasant Bank
Mississippi
$304K +$293K +1,566 New
RP
1324
Riverwater Partners
Wisconsin
$304K – – –
HKAM
1325
Horizon Kinetics Asset Management
New York
$303K +$3.74K +20 +1%
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