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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
1401
Signet Investment Advisory Group
Rhode Island
$317K – – –
TF
1402
TRH Financial
Iowa
$317K +$820 +3 +0.3%
SIG
1403
Sargent Investment Group
Maryland
$316K -$9.56K -35 -3%
CL
1404
Choreo LLC
Illinois
$316K +$69.4K +254 +31%
IC
1405
Intersect Capital
California
$315K -$6.83K -25 -2%
MME
1406
Meag Munich Ergo
Germany
$314K – – –
CSPIA
1407
Cary Street Partners Investment Advisory
Virginia
$313K -$23.5K -86 -7%
EFA
1408
Evernest Financial Advisors
Indiana
$313K +$439K +1,607 New
BMO
1409
Beck Mack & Oliver
New York
$311K – – –
FAG
1410
Fortitude Advisory Group
Washington
$311K +$290K +1,063 New
LPT
1411
Legacy Private Trust
Wisconsin
$310K – – –
IF
1412
Insight Folios
North Carolina
$309K +$24K +88 +9%
PSB
1413
Piscataqua Savings Bank
New Hampshire
$308K -$10.9K -40 -4%
WSFS
1414
Wilmington Savings Fund Society
Delaware
$307K – – –
AAS
1415
Ameritas Advisory Services
Nebraska
$305K +$284K +1,041 New
NRW
1416
Nova R Wealth
Kansas
$305K +$285K +1,043 New
PPP
1417
Private Portfolio Partners
New Jersey
$305K +$17.8K +65 +7%
IFG
1418
Investors Financial Group
Minnesota
$304K -$546 -2 -0.2%
LA
1419
Legacy Advisors
Pennsylvania
$304K +$9.84K +36 +4%
MSR
1420
Main Street Research
Connecticut
$304K +$15.6K +57 +6%
RF
1421
Resolute Financial
Massachusetts
$304K +$284K +1,041 New
BOS
1422
Bank of Stockton
California
$303K -$820 -3 -0.3%
V
1423
VeraBank
Texas
$302K – – –
BFO
1424
Biltmore Family Office
North Carolina
$302K +$54.6K +200 +24%
TFP
1425
Tilia Fiduciary Partners
North Carolina
$302K +$282K +1,034 New
55 56
57
58 59