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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1351
Claro Advisors
Massachusetts
$239K -$18.2K -101 -7%
AFW
1352
Atlantic Family Wealth
Florida
$238K +$248K +1,380 New
PFM
1353
Patton Fund Management
Texas
$236K +$21.4K +119 +10%
IF
1354
Intrua Financial
Texas
$235K +$245K +1,360 New
SIM
1355
Stratos Investment Management
Ohio
$234K +$244K +1,358 New
FCBT
1356
First Citizens Bank & Trust
North Carolina
$234K +$20.3K +113 +9%
HW
1357
Hancock Whitney
Mississippi
$233K -$20.7K -115 -8%
EW
1358
Evoke Wealth
California
$233K -$299K -1,659 -55%
C
1359
Certuity
Florida
$233K +$243K +1,349 New
CAM
1360
Costello Asset Management
Pennsylvania
$232K +$540 +3 +0.2%
HB
1361
Horizon Bancorp
Indiana
$231K +$6.66K +37 +3%
AGA
1362
Accuvest Global Advisors
Utah
$231K +$20.5K +114 +9%
EWM
1363
Evermay Wealth Management
Virginia
$231K -$31.7K -176 -12%
TPA
1364
Trivium Point Advisory
Connecticut
$230K +$240K +1,335 New
AWM
1365
Avior Wealth Management
Nebraska
$229K +$239K +1,326 New
CIA
1366
Cape Investment Advisory
Georgia
$227K -$2.88K -16 -1%
BFO
1367
Biltmore Family Office
North Carolina
$227K +$236K +1,314 New
OWM
1368
OneAscent Wealth Management
Alabama
$226K -$3.24K -18 -1%
PTP
1369
Platform Technology Partners
New York
$225K -$2.16K -12 -0.9%
GSAM
1370
Grant Street Asset Management
Pennsylvania
$225K -$9.9K -55 -4%
AP
1371
Advisortrust Partners
North Carolina
$225K +$234K +1,302 New
BG
1372
Bahl & Gaynor
Ohio
$225K -$7.38K -41 -3%
OPCM
1373
Osborne Partners Capital Management
California
$224K – – –
RIA
1374
Regal Investment Advisors
Michigan
$222K +$232K +1,287 New
AMG
1375
Advisors Management Group
Wisconsin
$222K +$4.14K +23 +2%
53 54
55
56 57