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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Wealthspire Advisors (Maryland)
Maryland
$697K -$83.8K -520 -11%
NFG
677
Next Financial Group
Texas
$695K -$68.6K -426 -9%
OFS
678
OneAscent Financial Services
Alabama
$685K -$41.6K -258 -6%
SW
679
StrongBox Wealth
Missouri
$684K +$98.7K +613 +18%
SF
680
Symphony Financial
Texas
$679K +$653K +4,056 New
PP
681
Pegasus Partners
Wisconsin
$677K +$168K +1,044 +35%
CRC
682
Curi RMB Capital
Illinois
$677K +$652K +4,047 New
VC
683
Veracity Capital
Georgia
$674K -$41.6K -258 -6%
BOTW
684
Bank of the West
California
$670K -$123K -761 -16%
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$669K +$73.9K +459 +13%
HPC
686
HM Payson & Co
Maine
$658K +$218K +1,351 +52%
COF
687
Capital One Financial
Virginia
$651K +$224K +1,390 +56%
IWC
688
Integrated Wealth Concepts
Massachusetts
$649K -$31.1K -193 -5%
NIT
689
NumerixS Investment Technologies
British Columbia, Canada
$649K +$625K +3,878 New
HAIM
690
Hunter Associates Investment Management
Pennsylvania
$648K
HIA
691
Harbor Investment Advisory
Maryland
$646K +$20.9K +130 +3%
IA
692
IFP Advisors
Florida
$645K -$7.57K -47 -1%
MMPW
693
Mitchell McLeod Pugh & Williams
Alabama
$642K +$161K +1,000 +35%
PFC
694
Phocas Financial Corp
California
$635K -$5.64K -35 -0.9%
KWM
695
Keebeck Wealth Management
Illinois
$634K +$611K +3,793 New
MC
696
Moors & Cabot
Massachusetts
$629K -$51.5K -320 -8%
HBT
697
Hills Bank & Trust
Iowa
$627K +$378K +2,350 +168%
GRP
698
Global Retirement Partners
California
$626K -$75.9K -471 -11%
BOPW
699
Brandywine Oak Private Wealth
Pennsylvania
$626K -$73.6K -457 -11%
Lido Advisors
700
Lido Advisors
California
$621K -$286K -1,773 -32%