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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1401
Beck Mack & Oliver
New York
$274K +$2.26K +9 +0.8%
KFA
1402
Krane Funds Advisors
New York
$274K +$269K +1,072 New
VCM
1403
Virtue Capital Management
Tennessee
$271K -$1.91M -7,620 -88%
FH
1404
FWG Holdings
Florida
$271K -$98.4K -392 -27%
ATIA
1405
American Trust Investment Advisors
New Hampshire
$271K -$28.9K -115 -10%
LPT
1406
Legacy Private Trust
Wisconsin
$271K -$23.1K -92 -8%
NRW
1407
Nova R Wealth
Kansas
$270K +$3.01K +12 +1%
V
1408
VeraBank
Texas
$269K +$4.77K +19 +2%
CAM
1409
Cypress Asset Management
Texas
$265K – – –
GC
1410
Grimes & Company
Massachusetts
$265K +$20.1K +80 +8%
CA
1411
Claro Advisors
Massachusetts
$265K +$31.1K +124 +14%
OCM
1412
One Capital Management
California
$265K +$261K +1,039 New
MCM
1413
Murphy Capital Management
New Jersey
$264K -$27.6K -110 -10%
BTW
1414
Boston Trust Walden
Massachusetts
$264K +$25.1K +100 +11%
AG
1415
Ascent Group
Virginia
$264K +$244K +973 New
MIM
1416
Moseley Investment Management
Florida
$263K +$251 +1 +0.1%
DU
1417
Delphia (USA)
Ontario, Canada
$262K -$45.2K -180 -15%
IA
1418
Insight Advisors
Pennsylvania
$262K +$5.52K +22 +2%
CWM
1419
Castle Wealth Management
Florida
$262K +$256K +1,021 New
TPWA
1420
TRUE Private Wealth Advisors
Oregon
$261K – – –
BA
1421
Ballast Advisors
Minnesota
$260K – – –
TFA
1422
Triad Financial Advisors
North Carolina
$259K – – –
SIM
1423
Sadoff Investment Management
Wisconsin
$257K – – –
PSB
1424
Piscataqua Savings Bank
New Hampshire
$256K -$6.27K -25 -2%
ICM
1425
IMS Capital Management
Oregon
$256K – – –
55 56
57
58 59