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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
RMSCM
601
R.M. Sincerbeaux Capital Management
New York
$329K – – –
SWM
602
Segment Wealth Management
Texas
$329K – – –
BTNA
603
Bremer Trust National Association
Minnesota
$329K +$6.51K +60 +2%
RCA
604
Rex Capital Advisors
Rhode Island
$329K +$326K +3,000 New
IFAM
605
Institutional & Family Asset Management
Colorado
$327K -$49.4K -455 -13%
IAA
606
Independent Advisor Alliance
North Carolina
$325K +$25.3K +233 +8%
DCM
607
Delpha Capital Management
New York
$317K +$314K +2,890 New
RG
608
Renaissance Group
Kentucky
$315K +$312K +2,874 New
STA
609
Summit Trail Advisors
New York
$310K +$60.5K +557 +10%
AWA
610
Arete Wealth Advisors
Illinois
$307K – – –
P
611
Pitcairn
Pennsylvania
$306K -$1.74K -16 -0.6%
FT
612
Fiduciary Trust
Massachusetts
$306K – – –
WEC
613
Winslow Evans & Crocker
Massachusetts
$304K -$5.43K -50 -2%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$303K +$977 +9 +0.3%
GAG
615
GM Advisory Group
New York
$301K – – –
BA
616
Bristlecone Advisors
Washington
$296K -$163K -1,500 -36%
YMRC
617
Yorktown Management & Research Company
Virginia
$296K – – –
CRC
618
Curi RMB Capital
Illinois
$294K -$13.6K -125 -4%
DCM
619
Dupont Capital Management
Delaware
$293K +$75.8K +698 +35%
IWM
620
IHT Wealth Management
Illinois
$287K +$12.2K +112 +4%
TAM
621
Tiverton Asset Management
Delaware
$285K -$111K -1,023 -28%
VIA
622
Vident Investment Advisory
Georgia
$280K +$9.77K +90 +3%
VCM
623
Virtue Capital Management
Tennessee
$280K +$174K +1,605 +151%
CIBC World Market
624
CIBC World Market
Ontario, Canada
$279K -$7.82K -72 -3%
SFG
625
Summit Financial Group
West Virginia
$276K +$54.3K +500 +25%