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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1601
Bank of Jackson Hole Trust
Wyoming
$46K +$52K +251 New
MWM
1602
Mascoma Wealth Management
New Hampshire
$44.9K +$3.31K +16 +7%
CWC
1603
Carolinas Wealth Consulting
North Carolina
$44.8K +$1.86K +9 +4%
WBC
1604
West Branch Capital
Massachusetts
$44.8K – – –
PMFA
1605
Plante Moran Financial Advisors
Michigan
$44.4K – – –
RCM
1606
Raleigh Capital Management
North Carolina
$43.2K -$1.66K -8 -3%
ITIM
1607
Indiana Trust & Investment Management
Indiana
$43.1K – – –
MAM
1608
Meeder Asset Management
Ohio
$42.7K -$2.69K -13 -5%
1L
1609
10Elms LLP
Oklahoma
$42.4K +$47.9K +231 New
CFD
1610
Creative Financial Designs
Indiana
$41.9K -$107K -515 -69%
WPA
1611
West Paces Advisors
Georgia
$39.6K -$1.45K -7 -3%
DAM
1612
Delta Asset Management
Tennessee
$38.9K – – –
HI
1613
Hoey Investments
Pennsylvania
$38.5K -$829 -4 -2%
BONH
1614
Bank of New Hampshire
New Hampshire
$38.5K – – –
HNB
1615
Hilltop National Bank
Wyoming
$38.5K – – –
HIW
1616
Holos Integrated Wealth
Pennsylvania
$38K +$42.9K +207 New
TIM
1617
Tortoise Investment Management
New York
$37.8K +$2.9K +14 +7%
VWA
1618
Valued Wealth Advisors
Utah
$37K -$829 -4 -2%
FNWA
1619
Financial Network Wealth Advisors
Utah
$36.7K -$43.3K -209 -51%
BL
1620
BFSG LLC
California
$36.7K – – –
AAG
1621
Accordant Advisory Group
Maryland
$36.7K +$41.4K +200 New
CWM
1622
Crowley Wealth Management
Delaware
$36.7K +$41.4K +200 New
YDMI
1623
Y.D. More Investments
Israel
$36.5K -$27.6K -133 -40%
RF
1624
Roxbury Financial
New Jersey
$36.4K +$36.1K +174 New
LFG
1625
Larson Financial Group
Missouri
$36.1K -$6.22K -30 -13%
63 64
65
66 67