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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
651
Archford Capital Strategies
Illinois
$861K -$319K -2,234 -27%
KLI
652
Kelman-Lazarov Inc
Tennessee
$860K
BOC
653
Barbara Oil Co
Illinois
$856K
CCA
654
Covey Capital Advisors
Georgia
$856K
DS
655
DRW Securities
Illinois
$856K +$857K +6,000 New
GP
656
Geneva Partners
Wisconsin
$853K +$81.4K +570 +11%
SSWM
657
Sheets Smith Wealth Management
North Carolina
$852K +$13.3K +93 +2%
CA
658
Centerpoint Advisors
Massachusetts
$852K +$853K +5,975 New
MML Investors Services
659
MML Investors Services
Massachusetts
$848K +$69.1K +484 +9%
CCM
660
Compton Capital Management
Rhode Island
$845K -$2.14K -15 -0.3%
ICP
661
Ironvine Capital Partners
Nebraska
$845K +$845K +5,920 New
SGCA
662
Steel Grove Capital Advisors
Tennessee
$844K
BAM
663
Belpointe Asset Management
Nevada
$838K +$194K +1,356 +30%
FMT
664
First Mercantile Trust
Tennessee
$836K -$173K -1,214 -17%
MGIA
665
Moneta Group Investment Advisors
Missouri
$835K -$147K -1,028 -15%
MMPW
666
Mitchell McLeod Pugh & Williams
Alabama
$830K
WA
667
Waverly Advisors
Alabama
$814K +$2.71K +19 +0.3%
FBFS
668
First Business Financial Services
Wisconsin
$799K +$83.4K +584 +12%
YWP
669
YorkBridge Wealth Partners
New York
$795K +$67.2K +471 +9%
GWCM
670
Godshalk Welsh Capital Management
Pennsylvania
$794K -$10.7K -75 -1%
LFAS
671
Level Four Advisory Services
Texas
$789K -$296K -2,075 -27%
IA
672
IFG Advisory
Georgia
$789K +$789K +5,530 New
ZCA
673
Zeke Capital Advisors
Pennsylvania
$787K +$26.3K +184 +3%
JIC
674
Joel Isaacson & Co
New York
$779K -$21.4K -150 -3%
PSUF
675
People's United Financial
Connecticut
$779K +$779K +5,459 New