We are live on ! Find out more
CCI icon

Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
726
Western Wealth Management
Colorado
$379K +$394K +2,639 New
EWA
727
EP Wealth Advisors
California
$378K -$324K -2,176 -45%
SBIA
728
Sheaff Brock Investment Advisors
Indiana
$377K +$30.1K +202 +8%
RMSCM
729
R.M. Sincerbeaux Capital Management
New York
$375K – – –
ER
730
Enlightenment Research
Florida
$373K +$388K +2,600 New
HPC
731
HM Payson & Co
Maine
$372K +$1.19K +8 +0.3%
CWP
732
Capital Wealth Planning
Florida
$371K +$139K +929 +57%
QPWM
733
Quadrant Private Wealth Management
Pennsylvania
$369K +$381K +2,558 New
BW
734
Bison Wealth
Georgia
$366K -$54.7K -367 -13%
DWA
735
Douglass Winthrop Advisors
New York
$365K – – –
TAM
736
Tocqueville Asset Management
New York
$362K +$37.3K +250 +11%
QI
737
Qtron Investments
Massachusetts
$362K +$374K +2,506 New
COF
738
Capital One Financial
Virginia
$361K +$373K +2,500 New
DLG
739
Daniel L. Goodwin
$360K +$149K +1,000 +67%
SWM
740
Segment Wealth Management
Texas
$356K -$253K -1,699 -41%
WEC
741
Winslow Evans & Crocker
Massachusetts
$354K -$18.2K -122 -5%
SWA
742
Sutton Wealth Advisors
Florida
$352K +$2.24K +15 +0.6%
VWM
743
Venturi Wealth Management
Texas
$350K -$67.4K -452 -16%
SS
744
Sunbelt Securities
Texas
$349K -$183K -1,225 -34%
GLA
745
Great Lakes Advisors
Illinois
$349K +$20K +134 +6%
HAG
746
HighPoint Advisor Group
Illinois
$348K +$55.6K +373 +21%
AIM
747
Anchor Investment Management
South Carolina
$347K -$85.1K -571 -19%
CAM
748
CenterStar Asset Management
Illinois
$346K – – –
MWM
749
Minot Wealth Management
Massachusetts
$345K -$141K -944 -28%
RIA
750
Realta Investment Advisors
Delaware
$345K +$115K +771 +48%
28 29
30
31 32