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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
AHS
551
Aspiriant Holdings S3
California
$219K
MWAC
552
Mariner Wealth Advisors (Cincinnati)
Ohio
$219K +$213K +2,740 New
BCMO
553
Buckingham Capital Management (Ohio)
Ohio
$216K
TCOV
554
Trust Company of Vermont
Vermont
$215K +$46.3K +596 +28%
QIM
555
Quest Investment Management
Oregon
$214K +$208K +2,680 New
AAMU
556
Amundi Asset Management US
Massachusetts
$211K -$23K -296 -10%
GIM
557
Groesbeck Investment Management
New Jersey
$208K +$202K +2,600 New
Truist Financial
558
Truist Financial
North Carolina
$206K +$200K +2,575 New
MCM
559
Manchester Capital Management
Vermont
$202K -$50.9K -656 -21%
ISL
560
Ingalls & Snyder LLC
New York
$202K +$197K +2,535 New
HHGA
561
Halbert Hargrove Global Advisors
California
$201K +$195K +2,512 New
BAM
562
Barrett Asset Management
New York
$200K
JIM
563
Jupiter Investment Management
United Kingdom
$199K +$194K +2,500 New
WA
564
WealthTrust-Arizona
Arizona
$179K -$1.17K -15 -0.7%
GLI
565
Guardian Life Insurance
New York
$178K -$196K -2,521 -53%
CFA
566
Carroll Financial Associates
North Carolina
$161K -$116K -1,495 -42%
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K +$38.8K +500 +33%
OMCS
568
Old Mutual Customised Solutions
South Africa
$148K
UGIF
569
US Global Investors Funds
Maine
$144K +$140K +1,800 New
USGIU
570
U.S. Global Investors (USGI)
Texas
$144K +$140K +1,800 New
HCC
571
Hirtle Callaghan & Co
Pennsylvania
$143K +$23.3K +300 +20%
BRWA
572
B. Riley Wealth Advisors
Florida
$137K -$51.8K -667 -28%
Group One Trading
573
Group One Trading
Illinois
$134K +$131K +1,684 New
WC
574
Whitnell & Co
Illinois
$124K
SF
575
Synovus Financial
Georgia
$108K -$49.2K -634 -32%