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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1426
OneAscent Investment Solutions
Alabama
$267K -$1.73K -8 -0.7%
KFS
1427
Kurt F. Somerville
$266K -$108K -500 -29%
SWM
1428
Sendero Wealth Management
Texas
$266K +$43.6K +202 +20%
JSL
1429
JT Stratford LLC
Georgia
$266K +$21.2K +98 +9%
GWP
1430
Gen-Wealth Partners
Michigan
$265K -$24.8K -115 -9%
AAS
1431
Ameritas Advisory Services
Nebraska
$265K +$13.8K +64 +6%
CWM
1432
Castle Wealth Management
Florida
$264K – – –
GKWIM
1433
Gerber Kawasaki Wealth & Investment Management
California
$264K +$17.3K +80 +7%
AA
1434
ALPS Advisors
Colorado
$263K -$18.4K -85 -7%
KOC
1435
Koss-Olinger Consulting
Florida
$263K +$432 +2 +0.2%
LC
1436
Lavaca Capital
Texas
$263K +$23.3K +108 +10%
4WM
1437
4J Wealth Management
Virginia
$262K -$24.8K -115 -9%
KFS
1438
Keynote Financial Services
Connecticut
$261K -$16.2K -75 -6%
NCM
1439
Northside Capital Management
Oregon
$261K – – –
EFM
1440
E Fund Management
China
$260K -$89K -412 -26%
SP
1441
Stablepoint Partners
Massachusetts
$260K +$254K +1,175 New
BFW
1442
Brady Family Wealth
Missouri
$259K -$14.7K -68 -5%
AI
1443
Accredited Investors
Minnesota
$258K +$12.5K +58 +5%
GXJ
1444
Global X Japan
Japan
$258K +$24.8K +115 +11%
A
1445
AlphaQuest
New York
$257K -$362K -1,677 -59%
PIM
1446
Penobscot Investment Management
Massachusetts
$257K – – –
VWA
1447
Visionary Wealth Advisors
Illinois
$257K +$1.29K +6 +0.5%
ESB
1448
Essex Savings Bank
Connecticut
$256K -$22.7K -105 -8%
CST
1449
Charles Schwab Trust
Nevada
$256K -$16.8K -78 -6%
AB
1450
Atlas Brown
Kentucky
$255K -$10.1K -47 -4%
56 57
58
59 60