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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1351
Atlantic Family Wealth
Florida
$238K +$248K +1,380 New
PFM
1352
Patton Fund Management
Texas
$236K +$21.4K +119 +10%
IF
1353
Intrua Financial
Texas
$235K +$245K +1,360 New
SIM
1354
Stratos Investment Management
Ohio
$234K +$244K +1,358 New
FCBT
1355
First Citizens Bank & Trust
North Carolina
$234K +$20.3K +113 +9%
HW
1356
Hancock Whitney
Mississippi
$233K -$20.7K -115 -8%
EW
1357
Evoke Wealth
California
$233K -$299K -1,659 -55%
C
1358
Certuity
Florida
$233K +$243K +1,349 New
CAM
1359
Costello Asset Management
Pennsylvania
$232K +$540 +3 +0.2%
HB
1360
Horizon Bancorp
Indiana
$231K +$6.66K +37 +3%
AGA
1361
Accuvest Global Advisors
Utah
$231K +$20.5K +114 +9%
EWM
1362
Evermay Wealth Management
Virginia
$231K -$31.7K -176 -12%
TPA
1363
Trivium Point Advisory
Connecticut
$230K +$240K +1,335 New
AWM
1364
Avior Wealth Management
Nebraska
$229K +$239K +1,326 New
CIA
1365
Cape Investment Advisory
Georgia
$227K -$2.88K -16 -1%
BFO
1366
Biltmore Family Office
North Carolina
$227K +$236K +1,314 New
OWM
1367
OneAscent Wealth Management
Alabama
$226K -$3.24K -18 -1%
PTP
1368
Platform Technology Partners
New York
$225K -$2.16K -12 -0.9%
GSAM
1369
Grant Street Asset Management
Pennsylvania
$225K -$9.9K -55 -4%
AP
1370
Advisortrust Partners
North Carolina
$225K +$234K +1,302 New
BG
1371
Bahl & Gaynor
Ohio
$225K -$7.38K -41 -3%
OPCM
1372
Osborne Partners Capital Management
California
$224K – – –
RIA
1373
Regal Investment Advisors
Michigan
$222K +$232K +1,287 New
AMG
1374
Advisors Management Group
Wisconsin
$222K +$4.14K +23 +2%
PMSA
1375
Patrick M. Sweeney & Associates
Illinois
$221K -$7.2K -40 -3%
53 54
55
56 57