Downgrades Neutral Underweight X

AAP Advance Auto

Atlantic Equities

$130 $50

Upgrades Underweight Neutral X

AAP Advance Auto

Atlantic Equities

$175

Upgrades Neutral Overweight X

AAP Advance Auto

Atlantic Equities

Reiterated Overweight X

AAPL Apple

Atlantic Equities

$180 $200

Downgrades Overweight Neutral X

ABBV AbbVie

Atlantic Equities

$178 $162

Downgrades Overweight Neutral X

ABNB Airbnb

Atlantic Equities

$120

Upgrades Neutral Overweight X

ABT Abbott Labs

Atlantic Equities

$144

Initiated Neutral X

ABT Abbott Labs

Atlantic Equities

$122

Upgrades Neutral Overweight X

ADBE Adobe

Atlantic Equities

$600 $820

Initiated Neutral X

ADBE Adobe Systems

Atlantic Equities

$250

Initiated Overweight X

ADSK Autodesk

Atlantic Equities

$180

Downgrades Overweight Neutral X

AIG American Intl

Atlantic Equities

$70 $65

Upgrades Neutral Overweight X

AIG American Intl

Atlantic Equities

$55

Initiated Overweight X

AJG Arthur J. Gallagher

Atlantic Equities

$175

Initiated Neutral X

AMD Advanced Micro

Atlantic Equities

$28

Reiterated Overweight X

AMZN Amazon

Atlantic Equities

$160 $120

Downgrades Overweight Neutral X

AON Aon

Atlantic Equities

$320

Upgrades Neutral Overweight X

AON Aon

Atlantic Equities

$265

Downgrades Overweight Neutral X

AON Aon

Atlantic Equities

Upgrades Neutral Overweight X

APD Air Products

Atlantic Equities

$280 $290

Downgrades Overweight Neutral X

ATVI Activision Blizzard

Atlantic Equities

$95

Upgrades Neutral Overweight X

ATVI Activision Blizzard

Atlantic Equities

$95 $84

Downgrades Overweight Neutral X

AVY Avery Dennison

Atlantic Equities

Initiated Overweight X

AWK American Water Works

Atlantic Equities

$173

Upgrades Neutral Overweight X

AXP American Express

Atlantic Equities

Downgrades Overweight Neutral X

BABA Alibaba

Atlantic Equities

$185 $140

Downgrades Overweight Neutral X

BAC Bank of America

Atlantic Equities

$40

Upgrades Neutral Overweight X

BAC Bank of America

Atlantic Equities

$40

Downgrades Overweight Neutral X

BAC Bank of America

Atlantic Equities

Downgrades Overweight Neutral X

BALL Ball Corp

Atlantic Equities

$80 $58

Upgrades Underweight Neutral X

BIIB Biogen

Atlantic Equities

$415

Downgrades Overweight Neutral X

BIIB Biogen

Atlantic Equities

Downgrades Overweight Neutral X

BKNG Booking Holdings

Atlantic Equities

Upgrades Neutral Overweight X

BLL Ball Corp

Atlantic Equities

$101

Upgrades Neutral Overweight X

BMY Bristol-Myers

Atlantic Equities

$63

Upgrades Underweight Neutral X

BMY Bristol-Myers

Atlantic Equities

Initiated Overweight X

BSX Boston Scientific

Atlantic Equities

$52

Reiterated Neutral X

CARR Carrier Global

Atlantic Equities

$59 $53

Downgrades Overweight Neutral X

CARR Carrier Global

Atlantic Equities

$45

Downgrades Neutral Underweight X

CAT Caterpillar

Atlantic Equities

Upgrades Neutral Overweight X

CB Chubb

Atlantic Equities

$240

Downgrades Neutral Underweight X

CB Chubb

Atlantic Equities

$135

Upgrades Underweight Neutral X

CB Chubb

Atlantic Equities

Downgrades Overweight Neutral X

CBS CBS

Atlantic Equities

$56

Upgrades Neutral Overweight X

CDNS Cadence Design

Atlantic Equities

$200

Downgrades Overweight Neutral X

CELG Celgene

Atlantic Equities

Upgrades Underweight Neutral X

CHD Church & Dwight

Atlantic Equities

$80

Downgrades Overweight Neutral X

CHD Church & Dwight

Atlantic Equities

Downgrades Overweight Neutral X

CHTR Charter Comm

Atlantic Equities

$755 $477

Downgrades Overweight Neutral X

CL Colgate-Palmolive

Atlantic Equities

$92 $80

Upgrades Underweight Neutral X

CLX Clorox

Atlantic Equities

Downgrades Neutral Underweight X

CLX Clorox

Atlantic Equities

$118

Upgrades Neutral Overweight X

CLX Clorox

Atlantic Equities

$233

Upgrades Neutral Overweight X

CMCSA Comcast

Atlantic Equities

$36 $44

Downgrades Overweight Neutral X

CMCSA Comcast

Atlantic Equities

$60 $44

Upgrades Neutral Overweight X

CMCSA Comcast

Atlantic Equities

Downgrades Overweight Neutral X

CMCSA Comcast

Atlantic Equities

Upgrades Neutral Overweight X

CME CME Group

Atlantic Equities

$235

Downgrades Overweight Neutral X

CME CME Group

Atlantic Equities

$250

Downgrades Overweight Neutral X

CME CME Group

Atlantic Equities

$235

Initiated Neutral X

CME CME Group

Atlantic Equities

$200

Initiated Neutral X

CNI Canadian Nat’l Rail

Atlantic Equities

Downgrades Overweight Neutral X

COIN Coinbase Global

Atlantic Equities

$70 $80

Upgrades Neutral Overweight X

COIN Coinbase Global

Atlantic Equities

$70

Downgrades Overweight Neutral X

COIN Coinbase Global

Atlantic Equities

$95 $54

Initiated Overweight X

CP Canadian Pacific

Atlantic Equities

Downgrades Overweight Neutral X

CRM Salesforce

Atlantic Equities

$200 $140

Resumed Overweight X

CRM Salesforce

Atlantic Equities

$360

Initiated Overweight X

CRM Salesforce

Atlantic Equities

$179

Initiated Neutral X

CRWD CrowdStrike

Atlantic Equities

$200

Initiated Overweight X

CSX CSX

Atlantic Equities

$40

Downgrades Overweight Neutral X

CSX CSX

Atlantic Equities

$73

Initiated Overweight X

CSX CSX

Atlantic Equities

Downgrades Overweight Neutral X

DG Dollar General

Atlantic Equities

$170

Upgrades Neutral Overweight X

DG Dollar General

Atlantic Equities

$243

Downgrades Neutral Underweight X

DIS Walt Disney

Atlantic Equities

$113 $76

Reiterated Neutral X

DIS Walt Disney

Atlantic Equities

$172 $167

Downgrades Overweight Neutral X

DIS Walt Disney

Atlantic Equities

$219 $172

Upgrades Neutral Overweight X

DLTR Dollar Tree

Atlantic Equities

Initiated Overweight X

DXCM Dexcom

Atlantic Equities

$438

Downgrades Overweight Neutral X

EA Electronic Arts

Atlantic Equities

$140 $130

Upgrades Neutral Overweight X

EA Electronic Arts

Atlantic Equities

$160

Downgrades Overweight Neutral X

EA Electronic Arts

Atlantic Equities

$155

Upgrades Neutral Overweight X

EA Electronic Arts

Atlantic Equities

Downgrades Overweight Neutral X

EA Electronic Arts

Atlantic Equities

Initiated Overweight X

ECL Ecolab

Atlantic Equities

$210

Upgrades Neutral Overweight X

EFX Equifax

Atlantic Equities

$230

Downgrades Overweight Neutral X

EFX Equifax

Atlantic Equities

$210 $225

Initiated Overweight X

ETSY Etsy

Atlantic Equities

$200

Initiated Neutral X

EW Edwards Lifesciences

Atlantic Equities

$85

Downgrades Overweight Neutral X

EXPE Expedia Group

Atlantic Equities

$180

Reiterated Overweight X

FB Meta Platforms

Atlantic Equities

$420 $360

Initiated Overweight X

FCNCA First Citizens BancShares

Atlantic Equities

$1775

Upgrades Neutral Overweight X

FDC First Data

Atlantic Equities

Initiated Overweight X

FDX FedEx

Atlantic Equities

$265

Upgrades Neutral Overweight X

FIS Fidelity Nat’l Info

Atlantic Equities

Downgrades Overweight Neutral X

FIS Fidelity Nat’l Info

Atlantic Equities

$125 $90

Downgrades Overweight Neutral X

FISV Fiserv

Atlantic Equities

$130 $105

Initiated Overweight X

FOXA Fox Corporation

Atlantic Equities

$49

Upgrades Neutral Overweight X

FRC First Republic Bank

Atlantic Equities

$210 $188

Downgrades Overweight Neutral X

FRC First Republic Bank

Atlantic Equities

Downgrades Overweight Neutral X

FRPT Freshpet

Atlantic Equities

$130 $70

Initiated Overweight X

FTNT Fortinet

Atlantic Equities

$76

Downgrades Overweight Neutral X

GPN Global Payments

Atlantic Equities

Upgrades Underweight Neutral X

GS Goldman Sachs

Atlantic Equities

$330 $351

Downgrades Neutral Underweight X

GS Goldman Sachs

Atlantic Equities

$290

Downgrades Overweight Neutral X

GS Goldman Sachs

Atlantic Equities

Downgrades Overweight Neutral X

GWW Grainger

Atlantic Equities

$630

Upgrades Neutral Overweight X

GWW Grainger

Atlantic Equities

$580

Upgrades Underweight Neutral X

GWW Grainger

Atlantic Equities

$435

Downgrades Neutral Underweight X

GWW Grainger

Atlantic Equities

Upgrades Neutral Overweight X

HAL Halliburton

Atlantic Equities

$23

Upgrades Underweight Neutral X

HAL Halliburton

Atlantic Equities

Downgrades Neutral Underweight X

HOOD Robinhood Markets

Atlantic Equities

$15 $5

Initiated Overweight X

ICE IntercontinentalExchange

Atlantic Equities

Downgrades Overweight Neutral X

IDXX IDEXX Labs

Atlantic Equities

$610

Initiated Overweight X

IDXX IDEXX Labs

Atlantic Equities

$650

Downgrades Overweight Neutral X

ILMN Illumina

Atlantic Equities

$390

Downgrades Neutral Underweight X

INTC Intel

Atlantic Equities

$63 $45

Upgrades Underweight Neutral X

INTC Intel

Atlantic Equities

$36 $55

Initiated Underweight X

INTC Intel

Atlantic Equities

$38

Initiated Overweight X

INTU Intuit

Atlantic Equities

$530

Upgrades Underweight Neutral X

IPG Interpublic

Atlantic Equities

Initiated Overweight X

JD JD.com

Atlantic Equities

$100

Downgrades Overweight Neutral X

JPM JPMorgan Chase

Atlantic Equities

$150

Downgrades Overweight Neutral X

JPM JPMorgan Chase

Atlantic Equities

Downgrades Overweight Neutral X

JWN Nordstrom

Atlantic Equities

Initiated Overweight X

KLAC KLA Corporation

Atlantic Equities

$490

Upgrades Neutral Overweight X

KMB Kimberly-Clark

Atlantic Equities

$135

Upgrades Underweight Neutral X

KMB Kimberly-Clark

Atlantic Equities

Initiated Underweight X

KMB Kimberly-Clark

Atlantic Equities

Initiated Overweight X

KO Coca-Cola

Atlantic Equities

$62

Downgrades Neutral Underweight X

KSS Kohl’s

Atlantic Equities

$42

Upgrades Underweight Neutral X

KSS Kohl’s

Atlantic Equities

Downgrades Neutral Underweight X

KSS Kohl’s

Atlantic Equities

Initiated Overweight X

KSU KC Southern

Atlantic Equities

Upgrades Neutral Overweight X

LOW Lowe’s

Atlantic Equities

$240

Upgrades Neutral Overweight X

LYB LyondellBasell

Atlantic Equities

$110

Downgrades Overweight Neutral X

LYB LyondellBasell

Atlantic Equities

$113

Upgrades Underweight Neutral X

LYFT Lyft

Atlantic Equities

Initiated Underweight X

LYFT Lyft

Atlantic Equities

$50

Initiated Overweight X

LYV Live Nation

Atlantic Equities

$75

Downgrades Neutral Underweight X

M Macy’s

Atlantic Equities

Downgrades Overweight Neutral X

M Macy’s

Atlantic Equities

Upgrades Neutral Overweight X

MCD McDonald’s

Atlantic Equities

$245 $278

Initiated Neutral X

MCD McDonald’s

Atlantic Equities

$237

Downgrades Overweight Neutral X

MCO Moody’s

Atlantic Equities

Downgrades Overweight Neutral X

MDT Medtronic

Atlantic Equities

$125 $105

Initiated Overweight X

MDT Medtronic

Atlantic Equities

$153

Downgrades Overweight Neutral X

META Meta Platforms

Atlantic Equities

$160

Upgrades Neutral Overweight X

MET MetLife

Atlantic Equities

Upgrades Neutral Overweight X

MKTX MarketAxess

Atlantic Equities

$321 $403

Initiated Neutral X

MKTX MarketAxess

Atlantic Equities

$380

Downgrades Overweight Neutral X

MLM Martin Marietta

Atlantic Equities

$375 $350

Downgrades Overweight Neutral X

MMC Marsh McLennan

Atlantic Equities

$185

Upgrades Neutral Overweight X

MRK Merck

Atlantic Equities

Downgrades Overweight Neutral X

MRO Marathon Oil

Atlantic Equities

Downgrades Overweight Neutral X

MS Morgan Stanley

Atlantic Equities

$95 $85

Reiterated Overweight X

MSFT Microsoft

Atlantic Equities

$290 $330

Upgrades Neutral Overweight X

MSFT Microsoft

Atlantic Equities

Downgrades Overweight Neutral X

NDAQ NASDAQ

Atlantic Equities

$190 $200

Initiated Overweight X

NDAQ NASDAQ

Atlantic Equities

$105

Upgrades Neutral Overweight X

NFLX Netflix

Atlantic Equities

$211 $283

Reiterated Neutral X

NFLX Netflix

Atlantic Equities

$280 $211

Downgrades Overweight Neutral X

NFLX Netflix

Atlantic Equities

$280

Initiated Neutral X

NOW ServiceNow

Atlantic Equities

$199

Initiated Neutral X

NSC Norfolk Southern

Atlantic Equities

$276

Initiated Neutral X

NSC Norfolk Southern

Atlantic Equities

Downgrades Neutral Underweight X

NTR Nutrien

Atlantic Equities

Initiated Overweight X

NVDA NVIDIA

Atlantic Equities

$195

Upgrades Underweight Neutral X

OMC Omnicom

Atlantic Equities

Initiated Underweight X

ORCL Oracle

Atlantic Equities

$45

Downgrades Overweight Neutral X

ORLY O’Reilly Auto

Atlantic Equities

Downgrades Overweight Neutral X

OXY Occidental Petro

Atlantic Equities

Upgrades Neutral Overweight X

OXY Occidental Petro

Atlantic Equities

Initiated Neutral X

PANW Palo Alto Networks

Atlantic Equities

$495

Initiated Overweight X

PEP PepsiCo

Atlantic Equities

$145

Downgrades Overweight Neutral X

PRU Prudential

Atlantic Equities

Downgrades Overweight Neutral X

PYPL PayPal

Atlantic Equities

$72

Reiterated Overweight X

PYPL PayPal

Atlantic Equities

$280 $180

Upgrades Neutral Overweight X

PYPL PayPal

Atlantic Equities

$315

Downgrades Overweight Neutral X

PYPL PayPal

Atlantic Equities

Upgrades Neutral Overweight X

PYPL PayPal

Atlantic Equities

Downgrades Overweight Neutral X

RBLX Roblox

Atlantic Equities

$30

Upgrades Underweight Neutral X

ROKU Roku

Atlantic Equities

$76

Initiated Underweight X

ROKU Roku

Atlantic Equities

$136

Initiated Overweight X

SBUX Starbucks

Atlantic Equities

$128

Initiated Overweight X

SCHW Charles Schwab

Atlantic Equities

$95

Downgrades Overweight Neutral X

SHOP Shopify

Atlantic Equities

$55 $65

Upgrades Neutral Overweight X

SHOP Shopify

Atlantic Equities

$46

Downgrades Overweight Neutral X

SHOP Shopify

Atlantic Equities

Reiterated Overweight X

SNAP Snap

Atlantic Equities

$85 $70

Upgrades Neutral Overweight X

SNAP Snap

Atlantic Equities

$75

Initiated Neutral X

SNOW Snowflake

Atlantic Equities

$240

Upgrades Neutral Overweight X

SPGI S&P Global

Atlantic Equities

$356 $386

Downgrades Overweight Neutral X

SPGI S&P Global

Atlantic Equities

$220 $260

Upgrades Neutral Overweight X

SPGI S&P Global

Atlantic Equities

Downgrades Overweight Neutral X

SPGI S&P Global

Atlantic Equities

Upgrades Neutral Overweight X

SPOT Spotify

Atlantic Equities

$160

Reiterated Neutral X

SPOT Spotify

Atlantic Equities

$370 $210

Downgrades Overweight Neutral X

SPOT Spotify

Atlantic Equities

Downgrades Overweight Neutral X

SQ Block

Atlantic Equities

$95 $70

Initiated Overweight X

STZ Constellation Brands

Atlantic Equities

$227

Upgrades Neutral Overweight X

TIF Tiffany & Co

Atlantic Equities

Downgrades Overweight Neutral X

TJX TJX

Atlantic Equities

Upgrades Neutral Overweight X

TPR Tapestry

Atlantic Equities

Downgrades Overweight Neutral X

TRU TransUnion

Atlantic Equities

Upgrades Neutral Overweight X

TRU TransUnion

Atlantic Equities

Downgrades Overweight Neutral X

TRU TransUnion

Atlantic Equities

Initiated Neutral X

TSM Taiwan Semi

Atlantic Equities

$130

Downgrades Overweight Neutral X

TWLO Twilio

Atlantic Equities

$240 $100

Initiated Overweight X

TWLO Twilio

Atlantic Equities

$240

Upgrades Underweight Neutral X

TWTR Twitter

Atlantic Equities

Initiated Overweight X

TXN Texas Instruments

Atlantic Equities

$130

Upgrades Underweight Neutral X

UAA Under Armour

Atlantic Equities

$24

Downgrades Neutral Underweight X

UAA Under Armour

Atlantic Equities

Upgrades Neutral Overweight X

UBER Uber

Atlantic Equities

Initiated Neutral X

UBER Uber

Atlantic Equities

$55

Initiated Overweight X

ULTA Ulta Beauty

Atlantic Equities

$303

Downgrades Overweight Neutral X

UNP Union Pacific

Atlantic Equities

$244

Initiated Overweight X

UNP Union Pacific

Atlantic Equities

$263

Upgrades Neutral Overweight X

UNP Union Pacific

Atlantic Equities

$175 $195

Initiated Neutral X

UNP Union Pacific

Atlantic Equities

Initiated Neutral X

UPS UPS

Atlantic Equities

$162

Downgrades Neutral Underweight X

UPST Upstart

Atlantic Equities

$32 $22

Downgrades Overweight Neutral X

UPST Upstart

Atlantic Equities

$245 $45

Upgrades Underweight Neutral X

VIAB Viacom

Atlantic Equities

Downgrades Overweight Neutral X

VMC Vulcan Materials

Atlantic Equities

$180 $185

Initiated Overweight X

WAB Wabtec

Atlantic Equities

$101

Initiated Overweight X

WDAY Workday

Atlantic Equities

$206

Upgrades Neutral Overweight X

WFC Wells Fargo

Atlantic Equities

$60

Downgrades Neutral Underweight X

WFC Wells Fargo

Atlantic Equities

Initiated Overweight X

WIX Wix.com

Atlantic Equities

$300

Downgrades Overweight Neutral X

WMG Warner Music Group

Atlantic Equities

$39 $26

Upgrades Neutral Overweight X

WMG Warner Music Group

Atlantic Equities

$34 $41

Initiated Overweight X

WORK Slack

Atlantic Equities

Upgrades Neutral Overweight X

XYL Xylem

Atlantic Equities

$110 $129

Upgrades Neutral Overweight X

YUM Yum! Brands

Atlantic Equities

$151

Initiated Neutral X

YUM Yum! Brands

Atlantic Equities

$118

Initiated Overweight X

YUMC Yum China

Atlantic Equities

$72