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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
951
Needham Investment Management
New York
$781K
QCG
952
Quadrant Capital Group
Ohio
$772K +$145K +794 +20%
Credit Agricole
953
Credit Agricole
France
$770K +$826K +4,523 +2,827%
BP
954
Ballentine Partners
Massachusetts
$765K +$25.9K +142 +3%
GRP
955
Global Retirement Partners
California
$763K +$205K +1,124 +30%
SC
956
Savant Capital
Illinois
$760K -$135K -739 -14%
FPF
957
First Pacific Financial
Washington
$756K +$2.92K +16 +0.3%
MLL
958
Moody Lynn & Lieberson
Massachusetts
$755K -$83.1K -455 -9%
DWP
959
Daymark Wealth Partners
Ohio
$749K -$95.7K -524 -10%
APA
960
Astoria Portfolio Advisors
New York
$748K +$167K +913 +27%
CGL
961
Clarius Group LLC
Washington
$746K -$54.1K -296 -6%
HIS
962
Harvest Investment Services
Illinois
$744K +$827K +4,526 New
NIM
963
NEOS Investment Management
Connecticut
$737K +$818K +4,481 New
SG
964
StoneX Group
New York
$730K -$17.7K -97 -2%
RWB
965
RMR Wealth Builders
New Jersey
$727K +$474K +2,595 +142%
ARMT
966
Amica Retiree Medical Trust
Rhode Island
$724K
FWA
967
FSM Wealth Advisors
Ohio
$722K -$548 -3 -0.1%
CA
968
Centerpoint Advisors
Massachusetts
$719K
IBOK
969
Independence Bank of Kentucky
Kentucky
$719K +$594K +3,251 +290%
CAG
970
Csenge Advisory Group
Florida
$714K +$119K +652 +18%
IAS
971
Insigneo Advisory Services
Florida
$714K +$28.7K +157 +4%
FBFS
972
First Business Financial Services
Wisconsin
$705K +$10K +55 +1%
FBC
973
Fairfield, Bush & Co
Connecticut
$705K -$299K -1,635 -28%
VA
974
Vident Advisory
Georgia
$705K +$783K +4,288 New
PFA
975
Pathway Financial Advisers
Indiana
$704K +$782K +4,280 New