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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1401
Blue Chip Partners
Michigan
$208K +$2.16K +12 +1%
OL
1402
OneFund LLC
Florida
$208K -$2.7K -15 -1%
CWP
1403
Curated Wealth Partners
California
$207K +$228K +1,268 New
BF
1404
Brucke Financial
Indiana
$206K +$2.88K +16 +1%
BWP
1405
BSW Wealth Partners
Colorado
$206K +$227K +1,259 New
TWM
1406
Topsail Wealth Management
North Carolina
$206K -$26.8K -149 -11%
ECAM
1407
East Coast Asset Management
Massachusetts
$205K – – –
WAM
1408
Weatherly Asset Management
California
$203K – – –
SWAG
1409
Spectrum Wealth Advisory Group
California
$202K +$222K +1,236 New
CTC
1410
Cetera Trust Company
Minnesota
$202K – – –
CAU
1411
Caxton Associates (UK)
$202K +$8.64K +48 +4%
CWM
1412
Connecticut Wealth Management
Connecticut
$201K -$91.1K -506 -29%
HW
1413
Hancock Whitney
Mississippi
$201K -$8.82K -49 -4%
CCA
1414
Catalyst Capital Advisors
New York
$196K – – –
CIA
1415
Cape Investment Advisory
Georgia
$195K -$22.7K -126 -10%
LAM
1416
LOM Asset Management
$194K +$6.66K +37 +3%
RC
1417
Rexford Capital
Texas
$192K +$7.74K +43 +4%
CA
1418
Centerpoint Advisors
Massachusetts
$191K – – –
SR
1419
Swiss Re
Switzerland
$190K +$183K +1,019 +703%
LAS
1420
Lloyd Advisory Services
Georgia
$182K +$195K +1,085 +4,019%
LFG
1421
Larson Financial Group
Missouri
$182K +$5.58K +31 +3%
VIA
1422
Virtus Investment Advisers
Connecticut
$181K +$7.38K +41 +4%
MA
1423
Montag & Associates
Georgia
$177K – – –
TWD
1424
True Wealth Design
Ohio
$176K +$155K +863 +401%
APFP
1425
Action Point Financial Planning
Michigan
$175K +$193K +1,072 New
55 56
57
58 59