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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1526
Thompson Siegel & Walmsley
Virginia
$216K – – –
GWM
1527
Gitterman Wealth Management
New Jersey
$214K +$209K +968 New
CFS
1528
Commonwealth Financial Services
West Virginia
$214K -$6.26K -29 -3%
BC
1529
Broadwater Capital
Massachusetts
$214K – – –
WA
1530
Wealth Architects
California
$213K -$216 -1 -0.1%
TPI
1531
Trust Point Inc
Wisconsin
$213K -$11.2K -52 -5%
CF
1532
Centaurus Financial
California
$213K -$3.02K -14 -1%
AT
1533
Arlington Trust
Alabama
$210K -$4.32K -20 -2%
LSL
1534
Legacy Solutions LLC
Pennsylvania
$210K +$205K +949 New
SIA
1535
Strategic Investment Advisors
Michigan
$209K +$204K +947 New
PSB
1536
Piscataqua Savings Bank
New Hampshire
$209K -$10.8K -50 -5%
CIS
1537
Custom Index Systems
New York
$206K +$202K +934 New
CAM
1538
Congress Asset Management
Massachusetts
$206K – – –
PAMG
1539
Patton Albertson Miller Group
Tennessee
$206K +$864 +4 +0.4%
CCA
1540
Cottonwood Capital Advisors
Utah
$206K – – –
ACM
1541
Aurdan Capital Management
Pennsylvania
$205K – – –
TPA
1542
Trivium Point Advisory
Connecticut
$203K -$2.44M -11,315 -92%
BA
1543
Ballast Advisors
Minnesota
$203K -$13.6K -63 -6%
RCAG
1544
Rehmann Capital Advisory Group
Michigan
$202K -$84.4K -391 -30%
CCA
1545
Catalyst Capital Advisors
New York
$200K -$145K -673 -43%
WFS
1546
Widmann Financial Services
Maryland
$200K +$196K +907 New
MWA
1547
Meridian Wealth Advisors
Texas
$200K -$5.18K -24 -3%
TCBWMS
1548
Texas Capital Bank Wealth Management Services
Texas
$200K -$6.69K -31 -3%
DJSG
1549
D.J. St. Germain
Massachusetts
$198K +$84.8K +393 +78%
HB
1550
Horizon Bancorp
Indiana
$197K -$6.69K -31 -3%
60 61
62
63 64