We are live on ! Find out more
AMT icon

American Tower
AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1201
HBK Sorce Advisory
Pennsylvania
$343K +$84.4K +464 +30%
CFP
1202
Cypress Financial Planning
New Jersey
$343K +$364 +2 +0.1%
FAG
1203
Fortitude Advisory Group
Washington
$343K +$15.7K +86 +5%
PWA
1204
Pitcairn Wealth Advisors
Pennsylvania
$342K +$354K +1,948 New
WIS
1205
Wright Investors Service
Connecticut
$342K -$85K -467 -19%
TWM
1206
TriaGen Wealth Management
California
$341K -$24.9K -137 -7%
MAWA
1207
Moss Adams Wealth Advisors
Washington
$341K +$41.5K +228 +13%
RWP
1208
RWA Wealth Partners
Massachusetts
$340K -$27.7K -152 -7%
JWWM
1209
Johnson & White Wealth Management
Pennsylvania
$340K -$3.09K -17 -0.9%
AFT
1210
Alpha Family Trust
California
$338K – – –
CIAS
1211
Capital Investment Advisory Services
North Carolina
$336K -$37.5K -206 -10%
CFP
1212
Catalyst Financial Partners
Massachusetts
$336K +$18K +99 +5%
TCBWMS
1213
Texas Capital Bank Wealth Management Services
Texas
$336K +$348K +1,914 New
LAM
1214
LECAP Asset Management
United Kingdom
$335K -$1.78M -9,778 -84%
SB
1215
Strategic Blueprint
Georgia
$335K +$3.64K +20 +1%
PTC
1216
Philadelphia Trust Company
Pennsylvania
$334K – – –
PWMG
1217
Pinnacle Wealth Management Group
Michigan
$334K -$79.2K -435 -19%
CT
1218
Coastline Trust
Rhode Island
$334K +$256K +1,408 +286%
KIA
1219
KCM Investment Advisors
California
$333K -$13.8K -76 -4%
MAWCM
1220
Mine & Arao Wealth Creation & Management
California
$332K -$21.5K -118 -6%
LI
1221
LMCG Investments
Massachusetts
$332K +$103K +565 +43%
DFA
1222
Delta Financial Advisors
Louisiana
$331K +$79.3K +436 +30%
WAG
1223
Wallace Advisory Group
California
$330K -$63K -346 -16%
WC
1224
Woodstock Corp
Massachusetts
$330K – – –
AAA
1225
Andrews Advisory Associates
Hawaii
$329K +$341K +1,875 New
47 48
49
50 51