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American Tower

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1876
Kolinsky Wealth Management
New Jersey
– -$215K -997 Closed
ATIA
1877
American Trust Investment Advisors
New Hampshire
– -$214K -993 Closed
RWMG
1878
Redwood Wealth Management Group
New Jersey
– -$214K -992 Closed
EFG
1879
Ethos Financial Group
Pennsylvania
– -$216K -991 Closed
TSW
1880
Thompson Siegel & Walmsley
Virginia
– -$210K -972 Closed
WCA
1881
Westover Capital Advisors
Delaware
– -$210K -972 Closed
VAM
1882
Verity Asset Management
North Carolina
– -$209K -970 Closed
WPW
1883
Watershed Private Wealth
Illinois
– -$207K -961 Closed
GC
1884
Grimes & Company
Massachusetts
– -$207K -959 Closed
VAF
1885
Values Added Financial
District of Columbia
– -$206K -953 Closed
BCM
1886
Becker Capital Management
Oregon
– -$207K -950 Closed
DTC
1887
Davidson Trust Company
Washington
– -$205K -948 Closed
IWP
1888
Invenio Wealth Partners
Florida
– -$204K -944 Closed
MIM
1889
Moseley Investment Management
Florida
– -$201K -933 Closed
CP
1890
Coho Partners
Pennsylvania
– -$200K -928 Closed
A
1891
AJOVista
Massachusetts
– -$188K -869 Closed
CH
1892
Canton Hathaway
Rhode Island
– -$173K -800 Closed
TWM
1893
Tradition Wealth Management
Minnesota
– -$143K -664 Closed
TCWA
1894
Turtle Creek Wealth Advisors
Texas
– -$125K -577 Closed
DEM
1895
Disciplined Equity Management
Florida
– -$86.4K -400 Closed
GG
1896
Greenwood Gearhart
Arkansas
– -$86.4K -400 Closed
FWM
1897
Focused Wealth Management
New York
– -$86.2K -399 Closed
MME
1898
Meag Munich Ergo
Germany
– -$80.3K -372 Closed
SSG
1899
Summit Securities Group
New York
– -$65K -300 Closed
CAM
1900
Chesapeake Asset Management
New York
– -$39K -196 Closed