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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
1626
Quest 10 Wealth Builders
Virginia
$34.5K – – –
SL
1627
Salomon & Ludwin
Virginia
$34.4K +$22.5K +108 +148%
IAS
1628
IMA Advisory Services
Colorado
$34K +$17.1K +82 +88%
GK
1629
Graney & King
New York
$33.5K – – –
STB
1630
S&T Bank
Pennsylvania
$33.1K -$1.88K -9 -5%
PWA
1631
Physician Wealth Advisors
Utah
$32.9K +$16.5K +79 +86%
WIM
1632
Westside Investment Management
California
$32.7K +$17.9K +86 +104%
CFD
1633
Creative Financial Designs
Indiana
$31.7K – – –
RFP
1634
Root Financial Partners
California
$31.7K +$34.4K +165 New
CWM
1635
Consultiva Wealth Management
Puerto Rico
$30.6K – – –
LWA
1636
Lowe Wealth Advisors
Maryland
$30.6K – – –
YDMI
1637
Y.D. More Investments
Israel
$30.2K -$4.79K -23 -13%
HIW
1638
Holos Integrated Wealth
Pennsylvania
$29.3K -$10.4K -50 -24%
SN
1639
Sittner & Nelson
Oregon
$29K -$1.67K -8 -5%
AP
1640
Atwood & Palmer
Missouri
$28.8K -$44.6K -214 -59%
OA
1641
Operose Advisors
Wisconsin
$28.8K – – –
PMFA
1642
Plante Moran Financial Advisors
Michigan
$28.8K – – –
SNB
1643
Security National Bank
Nebraska
$28.8K – – –
MSFP
1644
Mark Sheptoff Financial Planning
Connecticut
$28.7K -$20.8K -100 -40%
DCBT
1645
Dakota Community Bank & Trust
North Dakota
$28.5K +$5K +24 +19%
WBC
1646
West Branch Capital
Massachusetts
$27.9K – – –
AWM
1647
Abound Wealth Management
Tennessee
$26.9K +$16.9K +81 +137%
BONH
1648
Bank of New Hampshire
New Hampshire
$26.9K – – –
LWMI
1649
Legacy Wealth Management (Idaho)
Idaho
$26.9K – – –
RF
1650
Roxbury Financial
New Jersey
$26.2K +$208 +1 +0.7%
64 65
66
67 68