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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
701
Thrive Wealth Management
Pennsylvania
$410K +$83K +843 +25%
BFO
702
Biltmore Family Office
North Carolina
$408K – – –
PFS
703
Prospera Financial Services
Texas
$408K -$279K -2,835 -40%
CAM
704
Cresset Asset Management
Illinois
$396K -$13.7K -139 -3%
IAN
705
Integrated Advisors Network
Texas
$395K -$66.8K -678 -14%
IWM
706
Iams Wealth Management
Nebraska
$394K +$397K +4,032 New
AF
707
Allworth Financial
California
$393K -$27.5K -279 -7%
YIH
708
Y-Intercept (HK)
Hong Kong
$392K -$1.37M -13,957 -78%
AC
709
Avenir Corporation
Virginia
$392K – – –
QPWM
710
Quadrant Private Wealth Management
Pennsylvania
$389K +$9.65K +98 +3%
GT
711
Glenview Trust
Kentucky
$387K -$88.8K -902 -19%
LAIC
712
Lederer & Associates Investment Counsel
California
$386K -$788 -8 -0.2%
FBT
713
First Bank & Trust
South Dakota
$381K -$1.19M -12,094 -76%
PA
714
Pinnacle Associates
New York
$381K -$16.9K -172 -4%
SA
715
SpiderRock Advisors
Delaware
$380K -$308K -3,124 -45%
AIS
716
American Investment Services
Massachusetts
$377K -$106K -1,075 -22%
PFA
717
Pathway Financial Advisers
Indiana
$376K +$8.96K +91 +2%
DA
718
Doliver Advisors
Texas
$376K -$467K -4,738 -55%
MAWCM
719
Mine & Arao Wealth Creation & Management
California
$373K +$13.2K +134 +4%
AIC
720
Archer Investment Corporation
Indiana
$370K – – –
LSA
721
Lion Street Advisors
Texas
$369K -$3.45K -35 -0.9%
KIG
722
Kowal Investment Group
Wisconsin
$369K -$197 -2 -0.1%
HPG
723
Harvest Portfolios Group
Ontario, Canada
$368K +$35.3K +358 +10%
Connor, Clark & Lunn Investment Management (CC&L)
724
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$368K +$65.2K +662 +21%
BF
725
BOK Financial
Oklahoma
$367K -$24.1K -245 -6%