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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1426
Allen Capital Group
Nebraska
$310K -$126K -569 -30%
VAF
1427
Values Added Financial
District of Columbia
$309K +$295K +1,329 New
PMSA
1428
Patrick M. Sweeney & Associates
Illinois
$309K +$22.6K +102 +8%
KWM
1429
KFG Wealth Management
Indiana
$309K +$294K +1,327 New
AMG
1430
Advisors Management Group
Wisconsin
$308K -$6.87K -31 -2%
PRWA
1431
Platte River Wealth Advisors
Colorado
$307K – – –
MIFH
1432
Migdal Insurance & Financial Holdings
Israel
$306K – – –
ESB
1433
Essex Savings Bank
Connecticut
$305K +$46.3K +209 +19%
FPAS
1434
Focus Partners Advisor Solutions
Missouri
$304K +$289K +1,305 New
BAAM
1435
Baker Avenue Asset Management
California
$302K +$21.5K +97 +8%
TTWM
1436
TCV Trust & Wealth Management
Virginia
$301K – – –
CNAM
1437
Campbell Newman Asset Management
Wisconsin
$301K – – –
CS
1438
Crescent Sterling
Louisiana
$301K +$3.33K +15 +1%
RDIA
1439
RE Dickinson Investment Advisors
Iowa
$301K – – –
SFG
1440
Sunburst Financial Group
Alabama
$300K +$51.4K +232 +22%
LIG
1441
Lokken Investment Group
Delaware
$297K +$1.11K +5 +0.4%
KFS
1442
Keynote Financial Services
Connecticut
$297K -$2.22K -10 -0.8%
BFO
1443
Biltmore Family Office
North Carolina
$297K +$25.1K +113 +10%
TF
1444
Trek Financial
Arizona
$296K -$18K -81 -6%
CT
1445
Colonial Trust
South Carolina
$296K +$49.7K +224 +21%
TWP
1446
Tyche Wealth Partners
Texas
$295K +$5.32K +24 +2%
CH
1447
Cromwell Holdings
Wyoming
$295K – – –
BBA
1448
Baader Bank Aktiengesellschaft
Germany
$289K -$7.09K -32 -2%
VAM
1449
Verity Asset Management
North Carolina
$289K +$277K +1,251 New
QC
1450
Quent Capital
New York
$287K +$89.1K +402 +48%
56 57
58
59 60