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American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1926
Transform Wealth
Colorado
– -$240K -1,295 Closed
TF
1927
Trek Financial
Arizona
– -$229K -1,248 Closed
CIS
1928
Custom Index Systems
New York
– -$222K -1,212 Closed
VFM
1929
Vision Financial Markets
Connecticut
– -$220K -1,200 Closed
VEA
1930
Virtus ETF Advisers
New York
– -$138K -752 Closed
TCG
1931
Transcendent Capital Group
Oklahoma
– -$118K -641 Closed
LFA
1932
LGT Financial Advisors
Texas
– -$105K -575 Closed
LJHT
1933
Laurie J. Hall Trustee
– -$78K -425 Closed
VWM
1934
Venturi Wealth Management
Texas
– -$61.8K -337 Closed
CAS
1935
Coppell Advisory Solutions
Texas
– -$58.9K -324 Closed
VHAM
1936
Van Hulzen Asset Management
California
– -$55.9K -305 Closed
RCM
1937
Raleigh Capital Management
North Carolina
– -$43.2K -236 Closed
HI
1938
Hoey Investments
Pennsylvania
– -$38.5K -210 Closed
FFA
1939
Fairfield Financial Advisors
Massachusetts
– -$25.7K -140 Closed
MCM
1940
Mainstream Capital Management
California
– -$19.1K -104 Closed
MFG
1941
Menard Financial Group
Texas
– -$19.1K -104 Closed
MCM
1942
MidAtlantic Capital Management
Virginia
– -$17.4K -95 Closed
EBA
1943
Eagle Bay Advisors
New York
– -$16.3K -88 Closed
FLP
1944
Financial Life Planners
Arizona
– -$14K -76 Closed
PIS
1945
POM Investment Strategies
North Carolina
– -$13.1K -71 Closed
HCA
1946
Heck Capital Advisors
Wisconsin
– -$12.5K -68 Closed
MCA
1947
Maryland Capital Advisors
Maryland
– -$8.25K -45 Closed
OC
1948
Oarsman Capital
Wisconsin
– -$8.25K -45 Closed
MCI
1949
MRP Capital Investments
Georgia
– -$7.34K -40 Closed
HWA
1950
Heritage Wealth Advisors
Virginia
– -$6.24K -34 Closed
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