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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1426
Keynote Financial Services
Connecticut
$274K – – –
ECAM
1427
East Coast Asset Management
Massachusetts
$273K +$11.4K +58 +5%
GWM
1428
GK Wealth Management
Nevada
$271K -$11.2K -57 -4%
PWP
1429
Precedent Wealth Partners
Texas
$270K -$7.46K -38 -3%
OL
1430
OneFund LLC
Florida
$270K +$196 +1 +0.1%
BFW
1431
Brady Family Wealth
Missouri
$270K -$53.9K -275 -18%
VC
1432
Veracity Capital
Georgia
$269K +$11K +56 +5%
CST
1433
Charles Schwab Trust
Nevada
$269K +$15.3K +78 +7%
WWC
1434
Waypoint Wealth Counsel
Georgia
$267K +$240K +1,225 New
BCCM
1435
Bridge Creek Capital Management
Massachusetts
$266K – – –
OIS
1436
OneAscent Investment Solutions
Alabama
$265K +$239K +1,216 New
CIC
1437
Crawford Investment Counsel
Georgia
$264K +$238K +1,213 New
LF
1438
LifePlan Financial
Minnesota
$264K +$238K +1,211 New
QC
1439
Quent Capital
New York
$263K +$1.77K +9 +0.8%
MAM
1440
Mystic Asset Management
Rhode Island
$263K +$19.6K +100 +9%
BBA
1441
BLB&B Advisors
Pennsylvania
$263K -$34.1K -174 -13%
FI
1442
Fosun International
China
$263K – – –
AB
1443
Atlas Brown
Kentucky
$261K +$18.4K +94 +8%
MWP
1444
Meriwether Wealth & Planning
Louisiana
$259K +$234K +1,192 New
CB
1445
Centennial Bank
Arkansas
$259K – – –
CWM
1446
Castle Wealth Management
Florida
$258K +$2.55K +13 +1%
KOC
1447
Koss-Olinger Consulting
Florida
$258K +$233K +1,187 New
RBFC
1448
Roman Butler Fullerton & Co
Missouri
$258K +$1.96K +10 +0.9%
NCM
1449
Northside Capital Management
Oregon
$257K – – –
RSWM
1450
Robertson Stephens Wealth Management
California
$255K -$13.7K -70 -6%
56 57
58
59 60