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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
451
Next Financial Group
Texas
$118K -$17.7K -218 -13%
BAM
452
Barrett Asset Management
New York
$118K – – –
JG
453
Jefferies Group
New York
$114K -$564K -6,934 -83%
RWA
454
Ropes Wealth Advisors
Massachusetts
$106K +$110K +1,350 New
EWM
455
Evercore Wealth Management
New York
$103K – – –
NYLT
456
New York Life Trust
New York
$91K +$57K +701 +155%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$86K +$4.8K +59 +6%
Nomura Holdings
458
Nomura Holdings
Japan
$85K -$388K -4,770 -82%
PSUF
459
People's United Financial
Connecticut
$80K – – –
PMFA
460
Plante Moran Financial Advisors
Michigan
$75K +$6.83K +84 +10%
JWA
461
JFS Wealth Advisors
Pennsylvania
$71K – – –
WT
462
Whittier Trust
California
$61K – – –
CFA
463
Carroll Financial Associates
North Carolina
$60K +$8.13K +100 +16%
WEC
464
Winslow Evans & Crocker
Massachusetts
$57.3K – – –
SNT
465
Security National Trust
West Virginia
$57K – – –
MGIA
466
Moneta Group Investment Advisors
Missouri
$49K +$50.8K +625 New
IRS
467
Invictus RG (Singapore)
Singapore
$45K +$45.9K +565 New
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$40K -$16.8K -207 -29%
Truist Financial
469
Truist Financial
North Carolina
$39K -$252K -3,097 -86%
CF
470
CenterStar Fund
Illinois
$39K – – –
TSW
471
Thompson Siegel & Walmsley
Virginia
$35K -$435K -5,350 -92%
CTC
472
Central Trust Company
Missouri
$26K – – –
IMS
473
Index Management Solutions
Pennsylvania
$22K -$22.3K -274 -50%
WA
474
WFG Advisors
Texas
$21K +$21.9K +270 New
FPFS
475
First Personal Financial Services
North Carolina
$20K +$4.07K +50 +26%