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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1376
Parkside Financial Bank & Trust
Missouri
$219K -$73.8K -404 -23%
ESB
1377
Essex Savings Bank
Connecticut
$219K +$1.64K +9 +0.7%
ECM
1378
EagleClaw Capital Management
Massachusetts
$218K – – –
ONST
1379
Old North State Trust
North Carolina
$217K -$3.1K -17 -1%
IWP
1380
Invenio Wealth Partners
Florida
$217K -$11.3K -62 -4%
GPA
1381
Guerra Pan Advisors
New Jersey
$216K – – –
MIFH
1382
Migdal Insurance & Financial Holdings
Israel
$216K – – –
JFGIW
1383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$157K -858 -40%
SSWM
1384
Strait & Sound Wealth Management
California
$210K -$26.1K -143 -10%
AMG
1385
Advisors Management Group
Wisconsin
$209K +$233K +1,273 New
NJBEST
1386
New Jersey Better Educational Savings Trust
New Jersey
$208K – – –
FFA
1387
Farther Finance Advisors
California
$208K +$32.3K +177 +16%
GSC
1388
Ground Swell Capital
South Carolina
$207K +$230K +1,261 New
CB
1389
Centennial Bank
Arkansas
$207K +$40.7K +223 +22%
SMA
1390
Sage Mountain Advisors
Georgia
$206K +$33.4K +183 +17%
TC
1391
Trust Company
Kansas
$205K -$34.9K -191 -13%
VWA
1392
Visionary Wealth Advisors
Illinois
$205K -$26.9K -147 -11%
SAM
1393
Strategy Asset Managers
California
$204K +$10.8K +59 +5%
WOC
1394
West Oak Capital
California
$203K -$354K -1,940 -61%
QPW
1395
Quantum Private Wealth
Florida
$203K – – –
WA
1396
Wealth Architects
California
$201K +$11.7K +64 +6%
BAAM
1397
Baker Avenue Asset Management
California
$198K -$39.1K -214 -15%
AA
1398
Alta Advisers
United Kingdom
$197K – – –
DIP
1399
DT Investment Partners
Pennsylvania
$196K – – –
MIA
1400
Milestone Investment Advisors
Wisconsin
$196K +$217K +1,189 New
54 55
56
57 58