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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Liberty Wealth Management
California
$78K -$4.82K -19 -6%
TFO
1402
Tarbox Family Office
California
$78K – – –
TF
1403
Tompkins Financial
New York
$71K -$21.6K -85 -22%
FMP
1404
Financial Management Professionals
Texas
$69K +$507 +2 +0.7%
AA
1405
Advisory Alpha
Michigan
$69K +$72K +284 New
KTC
1406
Kistler-Tiffany Companies
Pennsylvania
$68K – – –
SMG
1407
Spectrum Management Group
Indiana
$67K -$201K -792 -74%
CHA
1408
Carmichael Hill & Associates
Maryland
$67K +$36.5K +144 +109%
SWA
1409
Sutton Wealth Advisors
Florida
$67K -$8.11K -32 -10%
JIR
1410
James Investment Research
Ohio
$66K -$68.7K -271 -50%
PWMG
1411
Prestige Wealth Management Group
New Jersey
$66K -$3.55K -14 -5%
SLF
1412
Sun Life Financial
Ontario, Canada
$64K +$507 +2 +0.8%
NCM
1413
New Capital Management
Texas
$62K – – –
SQA
1414
Simon Quick Advisors
New Jersey
$62K +$17.7K +70 +37%
TFM
1415
TFC Financial Management
Massachusetts
$62K +$64.7K +255 New
TFA
1416
Toth Financial Advisory
Virginia
$58K – – –
HFA
1417
HC Financial Advisors
California
$57K – – –
TFGT
1418
TS Financial Group (TSFG)
Illinois
$57K +$254 +1 +0.4%
RE
1419
RBC Europe
United Kingdom
$56.8K +$15.2K +60 +34%
RIM
1420
Rampart Investment Management
Connecticut
$56K -$1.78M -7,037 -97%
HIM
1421
Hillsdale Investment Management
Ontario, Canada
$55K +$1.27K +5 +2%
PO
1422
Private Ocean
California
$54K -$25.4K -100 -31%
APW
1423
Acima Private Wealth
Virginia
$54K – – –
PP
1424
Pacifica Partners
Canada
$52K -$5.83K -23 -10%
ED
1425
Exane Derivatives
France
$50K -$124K -490 -70%
55 56
57
58 59