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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
1401
Abner Herrman & Brock
New Jersey
$249K – – –
KFGK
1402
Keystone Financial Group (Kentucky)
Kentucky
$249K +$14.3K +56 +6%
IIM
1403
InTrack Investment Management
Vermont
$248K -$278K -1,090 -55%
RSWM
1404
Robertson Stephens Wealth Management
California
$248K -$229K -898 -49%
SVCP
1405
Silicon Valley Capital Partners
California
$247K -$765 -3 -0.3%
GIM
1406
Groesbeck Investment Management
New Jersey
$246K – – –
IIC
1407
Ironwood Investment Counsel
Arizona
$245K -$17.6K -69 -7%
TPWA
1408
TRUE Private Wealth Advisors
Oregon
$245K +$2.04K +8 +0.9%
PHAM
1409
Palisades Hudson Asset Management
Florida
$243K – – –
HCM
1410
Hodges Capital Management
Texas
$243K +$229K +900 New
AGA
1411
Arkos Global Advisors
Texas
$241K +$227K +892 New
PP
1412
PDS Planning
Ohio
$241K +$228K +893 New
SF
1413
Summit Financial
New Jersey
$240K +$226K +885 New
CA
1414
Claro Advisors
Massachusetts
$240K +$12.5K +49 +6%
BDF
1415
Balasa Dinverno & Foltz
$239K +$6.88K +27 +3%
ESB
1416
Essex Savings Bank
Connecticut
$238K -$11.7K -46 -5%
WA
1417
Waverly Advisors
Alabama
$238K +$214K +841 New
WB
1418
Webster Bank
Connecticut
$237K -$15.3K -60 -6%
JWBC
1419
J.W. Burns & Co
New York
$237K – – –
CA
1420
Calton & Associates
Florida
$234K +$221K +867 New
PMFA
1421
Plante Moran Financial Advisors
Michigan
$233K -$54.3K -213 -20%
BWM
1422
Blossom Wealth Management
California
$233K – – –
MGAM
1423
McGowan Group Asset Management
Texas
$233K – – –
YIA
1424
YHB Investment Advisors
Connecticut
$230K – – –
FA
1425
Fermata Advisors
California
$230K +$216K +848 New
55 56
57
58 59