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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
DY
1151
Dowling & Yahnke
California
$293K -$42.6K -183 -12%
UR
1152
USCA RIA
Texas
$291K -$185K -797 -37%
FPCP
1153
Fort Point Capital Partners
California
$291K
ABP
1154
Arthur B. Page
$291K +$18.2K +78 +6%
HKAM
1155
Horizon Kinetics Asset Management
New York
$289K -$23.3K -100 -7%
LSPW
1156
Lake Street Private Wealth
Illinois
$287K +$73.5K +316 +32%
CDH
1157
Charles D. Hyman
$287K +$81.5K +350 +36%
FWP
1158
FAS Wealth Partners
Kansas
$287K +$306K +1,316 New
LWM
1159
Lenox Wealth Management
Ohio
$286K +$1.4K +6 +0.5%
SVCP
1160
Silicon Valley Capital Partners
California
$285K -$143K -613 -32%
VFA
1161
Valeo Financial Advisors
Indiana
$284K -$47.5K -204 -16%
First Manhattan
1162
First Manhattan
New York
$280K +$2.56K +11 +0.9%
LPT
1163
Legacy Private Trust
Wisconsin
$279K -$23.3K -100 -7%
OWP
1164
Obermeyer Wealth Partners
Colorado
$278K +$297K +1,275 New
SG
1165
StoneX Group
New York
$276K +$295K +1,267 New
GT
1166
Glenview Trust
Kentucky
$275K +$294K +1,265 New
MWM
1167
Mission Wealth Management
California
$274K -$7.21K -31 -2%
AIA
1168
Alera Investment Advisors
Illinois
$274K +$12.6K +54 +4%
WSFS
1169
Wilmington Savings Fund Society
Delaware
$273K
RBFC
1170
Roman Butler Fullerton & Co
Missouri
$268K +$1.16K +5 +0.4%
CL
1171
Choreo LLC
Illinois
$267K +$35.1K +151 +14%
GIM
1172
Groesbeck Investment Management
New Jersey
$266K +$62.8K +270 +28%
CQS
1173
Credential Qtrade Securities
$265K +$13.7K +59 +5%
RFA
1174
Reilly Financial Advisors
California
$265K +$72.6K +312 +34%
MFW
1175
Mosaic Family Wealth
Missouri
$264K -$94.7K -407 -25%