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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1401
Winthrop Advisory Group
Massachusetts
$265K -$12.2K -50 -5%
WSFS
1402
Wilmington Savings Fund Society
Delaware
$264K – – –
JSL
1403
JT Stratford LLC
Georgia
$263K -$23.7K -97 -8%
NRW
1404
Nova R Wealth
Kansas
$262K +$244 +1 +0.1%
RF
1405
Resolute Financial
Massachusetts
$262K +$244 +1 +0.1%
MSR
1406
Main Street Research
Connecticut
$261K – – –
CAM
1407
Cypress Asset Management
Texas
$260K -$36.6K -150 -13%
V
1408
VeraBank
Texas
$260K – – –
FRM
1409
Fox Run Management
Connecticut
$260K +$253K +1,035 New
PSB
1410
Piscataqua Savings Bank
New Hampshire
$259K -$6.1K -25 -2%
MIM
1411
Moseley Investment Management
Florida
$259K +$244 +1 +0.1%
GTCM
1412
Gyon Technologies Capital Management
New Jersey
$258K -$117K -481 -32%
PP
1413
PDS Planning
Ohio
$257K +$11.5K +47 +5%
GL
1414
Graypoint LLC
New York
$257K +$19.3K +79 +8%
RSWM
1415
Robertson Stephens Wealth Management
California
$256K -$313K -1,284 -56%
BA
1416
Ballast Advisors
Minnesota
$256K – – –
MCM
1417
Maryland Capital Management
Maryland
$255K -$414K -1,696 -63%
1WA
1418
180 Wealth Advisors
Washington
$255K -$17.8K -73 -7%
TFA
1419
Triad Financial Advisors
North Carolina
$255K – – –
RFA
1420
Resurgent Financial Advisors
Georgia
$253K +$47.1K +193 +24%
RCAG
1421
Rehmann Capital Advisory Group
Michigan
$251K -$88.1K -361 -27%
SIM
1422
Sadoff Investment Management
Wisconsin
$251K -$3.17K -13 -1%
WFS
1423
Widmann Financial Services
Maryland
$251K -$488 -2 -0.2%
ICM
1424
IMS Capital Management
Oregon
$251K – – –
RHBC
1425
R.H. Bluestein & Co
Michigan
$251K – – –
55 56
57
58 59