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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
CFC
1201
Coyle Financial Counsel
Illinois
$429K
AWM
1202
Aries Wealth Management
Maine
$427K -$23.4K -125 -5%
SC
1203
Syon Capital
California
$426K -$748 -4 -0.2%
M
1204
MOTCO
Texas
$425K +$72.5K +388 +22%
BF
1205
BOK Financial
Oklahoma
$425K -$759K -4,062 -65%
SG
1206
Sienna Gestion
France
$424K +$408K +2,182 New
FMII
1207
Farmers & Merchants Investments Inc
Nebraska
$423K -$21.5K -115 -5%
MWM
1208
Modera Wealth Management
New Jersey
$421K +$83.9K +449 +26%
HWA
1209
Heartwood Wealth Advisors
Virginia
$415K +$118K +629 +42%
YIA
1210
YHB Investment Advisors
Connecticut
$415K -$45.2K -242 -10%
WPP
1211
Whalerock Point Partners
Rhode Island
$414K
GAM
1212
Griffin Asset Management
New York
$414K -$248K -1,325 -38%
LAS
1213
LWM Advisory Services
Florida
$412K -$139K -743 -26%
Fidelity International
1214
Fidelity International
Bermuda
$412K -$12.9M -69,179 -97%
BWP
1215
Baldwin Wealth Partners
Massachusetts
$412K -$13.6K -73 -3%
GSEP
1216
Golden State Equity Partners
California
$412K +$396K +2,118 New
SP
1217
Saranac Partners
$411K
ST
1218
Spinnaker Trust
Maine
$409K -$15.9K -85 -4%
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$408K -$1.12K -6 -0.3%
ECAM
1220
East Coast Asset Management
Massachusetts
$407K -$23.4K -125 -6%
TFS
1221
Thoroughbred Financial Services
Tennessee
$407K +$392K +2,098 New
MWM
1222
Mission Wealth Management
California
$407K +$55.1K +295 +16%
VH
1223
Visionary Horizons
Tennessee
$406K +$47.1K +252 +14%
SFP
1224
Shepherd Financial Partners
Massachusetts
$405K -$165K -882 -30%
SAG
1225
Spotlight Asset Group
Illinois
$403K +$75.7K +405 +24%