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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1401
Mirova
France
$331K – – –
FLI
1402
Family Legacy Inc
South Carolina
$331K +$14.4K +65 +5%
FBT
1403
First Bankers Trust
Kentucky
$329K – – –
LFA
1404
Legacy Financial Advisors
Kentucky
$327K +$312K +1,406 New
BC
1405
Bridgefront Capital
Texas
$327K +$312K +1,405 New
WAM
1406
Weatherly Asset Management
California
$326K – – –
ACA
1407
Atlas Capital Advisors
Wyoming
$326K +$22.2K +100 +8%
TFCP
1408
Twin Focus Capital Partners
Massachusetts
$324K -$33.3K -150 -10%
AUB
1409
Atlantic Union Bankshares
Virginia
$323K -$2.66K -12 -0.9%
PWPS
1410
Pinnacle Wealth Planning Services
Ohio
$322K +$74.7K +337 +32%
CAM
1411
Cidel Asset Management
Ontario, Canada
$321K – – –
WFI
1412
West Family Investments
California
$321K +$42.4K +191 +16%
WMA
1413
Wealth Management Associates
New Jersey
$321K +$665 +3 +0.2%
EW
1414
Evoke Wealth
California
$320K +$305K +1,377 New
IAP
1415
Indie Asset Partners
Indiana
$320K +$305K +1,376 New
NPA
1416
Nichols & Pratt Advisers
Massachusetts
$320K +$305K +1,375 New
CT
1417
ClearAlpha Technologies
Connecticut
$319K -$99.8K -450 -25%
CPWA
1418
Cerro Pacific Wealth Advisors
California
$319K – – –
GBT
1419
Grove Bank & Trust
Florida
$319K +$18.2K +82 +6%
MAP
1420
Moody Aldrich Partners
Massachusetts
$318K -$28.8K -130 -9%
FCH
1421
Freestone Capital Holdings
Washington
$318K +$24.2K +109 +9%
AA
1422
ALPS Advisors
Colorado
$317K +$11.1K +50 +4%
PPW
1423
Parcion Private Wealth
Washington
$314K – – –
LI
1424
LMCG Investments
Massachusetts
$311K – – –
SIC
1425
Samalin Investment Counsel
New York
$311K -$10.9K -49 -4%
55 56
57
58 59