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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
JE
1176
JMAC Enterprises
Pennsylvania
$527K -$18.9K -100 -4%
FI
1177
Fosun International
China
$526K +$460K +2,435 New
GSEP
1178
Golden State Equity Partners
California
$524K +$62.6K +331 +16%
MAWCM
1179
Mine & Arao Wealth Creation & Management
California
$524K +$7.18K +38 +2%
PAG
1180
Paladin Advisory Group
Iowa
$519K -$32.5K -172 -7%
PFA
1181
Peak Financial Advisors
Colorado
$516K +$78.6K +416 +21%
MAM
1182
Mark Asset Management
New York
$514K -$22.7K -120 -5%
AG
1183
AlTi Global
New York
$514K +$447K +2,363 New
ACM
1184
Arcataur Capital Management
Wisconsin
$513K +$75.6K +400 +20%
HL
1185
HeadInvest LLC
Maine
$509K
BOH
1186
Bank of Hawaii
Hawaii
$505K +$442K +2,341 New
HPG
1187
Harvest Portfolios Group
Ontario, Canada
$505K -$39.1K -207 -8%
IFG
1188
Independent Financial Group
California
$503K -$32.3K -171 -7%
MLA
1189
My Legacy Advisors
Oregon
$499K +$145K +768 +47%
SAA
1190
Southeast Asset Advisors
Georgia
$497K +$87.9K +465 +25%
ACM
1191
Advisors Capital Management
New Jersey
$496K +$119K +630 +38%
Empower Advisory Group
1192
Empower Advisory Group
Colorado
$494K +$52.5K +278 +14%
FMLI
1193
Fukoku Mutual Life Insurance
Japan
$492K
PCA
1194
Pallas Capital Advisors
Massachusetts
$491K -$233K -1,235 -35%
LWL
1195
Leo Wealth LLC
Texas
$490K +$430K +2,274 New
EFSCE
1196
Enterprise Financial Services Corp (EFSC)
Missouri
$490K +$84.5K +447 +25%
CCIA
1197
Campbell & Co Investment Adviser
Maryland
$489K +$109K +577 +34%
BTWM
1198
Baker Tilly Wealth Management
Wisconsin
$489K -$151K -798 -26%
SF
1199
Symphony Financial
Texas
$487K +$442K +2,338 New
CIAS
1200
Capital Investment Advisory Services
North Carolina
$485K -$22.3K -118 -5%