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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Sawyer & Company
Massachusetts
$569K +$546K +4,000 New
TPWA
652
TRUE Private Wealth Advisors
Oregon
$563K +$150K +1,100 +38%
IA
653
IFP Advisors
Florida
$561K -$141K -1,030 -20%
ECM
654
EII Capital Management
New York
$557K – – –
TWI
655
Thomas White International
Illinois
$554K -$239K -1,750 -31%
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$552K +$11.5K +84 +2%
VC
657
Veracity Capital
Georgia
$548K +$526K +3,857 New
HIA
658
Harbor Investment Advisory
Maryland
$543K +$521K +3,817 New
BBHC
659
Brown Brothers Harriman & Co
New York
$541K – – –
Mercer Global Advisors
660
Mercer Global Advisors
Colorado
$534K -$126K -923 -20%
AFG
661
Albion Financial Group
Utah
$534K +$87K +638 +20%
MWM
662
Meridian Wealth Management
Kentucky
$534K +$99K +726 +24%
EPA
663
Element Pointe Advisors
Florida
$528K +$25.2K +185 +5%
AF
664
Advisornet Financial
Minnesota
$522K +$54.3K +398 +12%
QCG
665
Quadrant Capital Group
Ohio
$521K +$283K +2,072 +115%
CAM
666
Cresset Asset Management
Illinois
$520K +$52.4K +384 +12%
SS
667
Sunbelt Securities
Texas
$518K +$2.32K +17 +0.5%
HAIM
668
Hunter Associates Investment Management
Pennsylvania
$517K -$23.9K -175 -5%
VFA
669
Values First Advisors
Tennessee
$515K +$494K +3,624 New
JWCA
670
J.W. Cole Advisors
Florida
$505K +$484K +3,551 New
BA
671
Bristlecone Advisors
Washington
$504K +$2.46K +18 +0.5%
NC
672
NovaPoint Capital
Georgia
$504K +$484K +3,549 New
AFM
673
Andesa Financial Management
Pennsylvania
$503K -$546 -4 -0.1%
BAM
674
Belpointe Asset Management
Nevada
$503K +$201K +1,470 +71%
HCM
675
Hollencrest Capital Management
California
$498K – – –