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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1501
Kurt F. Somerville
$207K – – –
WEG
1502
World Equity Group
Illinois
$207K -$21.1K -84 -9%
RCYC
1503
Richard C. Young & Co
Rhode Island
$206K -$9.54K -38 -4%
FPAS
1504
Focus Partners Advisor Solutions
Missouri
$206K +$502 +2 +0.2%
SC
1505
SouthState Corp
Florida
$206K +$50.4K +201 +33%
AA
1506
Aire Advisors
California
$205K -$114K -453 -36%
PPW
1507
Parcion Private Wealth
Washington
$205K -$73.5K -293 -27%
HCM
1508
Hodges Capital Management
Texas
$205K -$26.1K -104 -12%
MAM
1509
McLean Asset Management
Virginia
$205K +$199K +793 New
PR
1510
Payden & Rygel
California
$204K – – –
BFO
1511
Biltmore Family Office
North Carolina
$204K +$199K +793 New
LAM
1512
L2 Asset Management
Massachusetts
$204K +$200K +797 New
VCP
1513
Vista Capital Partners
Oregon
$204K +$201K +800 New
HCA
1514
Harbour Capital Advisors
Virginia
$203K +$199K +793 New
TNB
1515
Thomasville National Bank
Georgia
$203K +$199K +794 New
IF
1516
IRON Financial
Illinois
$202K -$4.52K -18 -2%
EA
1517
Echo45 Advisors
California
$201K -$50.2K -200 -20%
PFM
1518
Parsec Financial Management
North Carolina
$201K +$198K +788 New
PNAA
1519
Pictet North America Advisors
Switzerland
$201K +$198K +788 New
TW
1520
Transform Wealth
Colorado
$200K -$1.92M -7,667 -91%
AWS
1521
AJ Wealth Strategies
New York
$200K -$503K -2,003 -72%
AWM
1522
AllSquare Wealth Management
New York
$199K -$4.27K -17 -2%
HNWAG
1523
High Net Worth Advisory Group
Florida
$198K – – –
AF
1524
Advisornet Financial
Minnesota
$197K +$75.5K +301 +64%
CP
1525
Castleview Partners
Texas
$197K +$133K +531 +191%
59 60
61
62 63