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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1426
Atlas Capital Advisors
Wyoming
$238K -$20.7K -100 -7%
CSPIA
1427
Cary Street Partners Investment Advisory
Virginia
$238K -$3.52M -16,977 -93%
RDIA
1428
RE Dickinson Investment Advisors
Iowa
$237K – – –
PMSA
1429
Patrick M. Sweeney & Associates
Illinois
$237K -$7.25K -35 -3%
MCWA
1430
Meadow Creek Wealth Advisors
Georgia
$236K -$39.6K -191 -13%
TFCP
1431
Twin Focus Capital Partners
Massachusetts
$236K -$22.8K -110 -8%
PCP
1432
Proficio Capital Partners
Massachusetts
$235K +$266K +1,284 New
PWP
1433
Precedent Wealth Partners
Texas
$235K +$12K +58 +5%
TPW
1434
Transatlantique Private Wealth
New York
$235K -$356K -1,719 -57%
FI
1435
Finivi Inc
Massachusetts
$232K +$7.25K +35 +3%
DE
1436
Diversified Enterprises
Delaware
$232K +$262K +1,263 New
KFS
1437
Keynote Financial Services
Connecticut
$231K -$4.14K -20 -2%
RSWM
1438
Robertson Stephens Wealth Management
California
$229K -$579K -2,792 -69%
4WM
1439
4J Wealth Management
Virginia
$229K -$110K -530 -30%
TF
1440
Trek Financial
Arizona
$229K -$5.39K -26 -2%
LC
1441
Lavaca Capital
Texas
$229K +$37.9K +183 +17%
PWMAG
1442
Pinnacle Wealth Management Advisory Group
New Jersey
$228K -$54.3K -262 -17%
PIM
1443
Penobscot Investment Management
Massachusetts
$228K -$181K -875 -41%
OL
1444
OneFund LLC
Florida
$227K +$2.28K +11 +0.9%
OWM
1445
OneAscent Wealth Management
Alabama
$227K +$19.1K +92 +8%
A
1446
Argentarii
Ohio
$227K +$256K +1,237 New
CG
1447
CFO4Life Group
Texas
$227K +$6.01K +29 +2%
DOA
1448
D'Orazio & Associates
Virginia
$225K -$81.2K -392 -24%
RBFC
1449
Roman Butler Fullerton & Co
Missouri
$225K +$1.86K +9 +0.8%
BCCM
1450
Bridge Creek Capital Management
Massachusetts
$224K – – –
56 57
58
59 60