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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1451
Cetera Trust Company
Minnesota
$236K – – –
RCA
1452
Resonant Capital Advisors
Wisconsin
$236K +$238K +1,193 New
WFI
1453
West Family Investments
California
$236K +$14.1K +71 +6%
MFG
1454
Mosaic Financial Group
Illinois
$235K +$237K +1,189 New
MC
1455
Maverick Capital
Texas
$235K +$237K +1,188 New
MAP
1456
Moody Aldrich Partners
Massachusetts
$235K +$10.6K +53 +5%
TWP
1457
Tyche Wealth Partners
Texas
$234K -$182K -914 -44%
RBC
1458
Romano Brothers & Co
Illinois
$234K -$50K -251 -17%
OL
1459
OneFund LLC
Florida
$234K -$4.58K -23 -2%
AAS
1460
Annex Advisory Services
Wisconsin
$234K +$235K +1,182 New
NCM
1461
Northside Capital Management
Oregon
$233K – – –
KCFA
1462
Key Client Fiduciary Advisors
New Jersey
$233K +$22.9K +115 +11%
JFGIW
1463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K -$119K -598 -34%
SQA
1464
Simon Quick Advisors
New Jersey
$232K -$115K -579 -33%
EWM
1465
Evermay Wealth Management
Virginia
$232K -$11.8K -59 -5%
FI
1466
Finivi Inc
Massachusetts
$232K +$4.38K +22 +2%
VA
1467
Valmark Advisers
Ohio
$231K – – –
IWA
1468
Icon Wealth Advisors
Texas
$230K +$54.4K +273 +31%
MCM
1469
Maple Capital Management
Vermont
$230K +$232K +1,164 New
WWC
1470
Waypoint Wealth Counsel
Georgia
$230K -$52.6K -264 -19%
GF
1471
Gries Financial
Ohio
$230K +$231K +1,162 New
UAG
1472
United Advisor Group
Ohio
$229K +$231K +1,158 New
BOPW
1473
Brandywine Oak Private Wealth
Pennsylvania
$229K -$37.2K -187 -14%
JDR
1474
Jay D. Rosenbaum
$228K -$383K -1,921 -62%
SCP
1475
Sivia Capital Partners
California
$228K +$32.7K +164 +17%
57 58
59
60 61