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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
751
Carroll Financial Associates
North Carolina
$229K +$92.2K +786 +78%
SWM
752
Segment Wealth Management
Texas
$227K +$208K +1,776 New
SFS
753
Sowell Financial Services
Arkansas
$226K +$207K +1,762 New
F
754
F3Logic
Minnesota
$225K +$205K +1,750 New
BS
755
Banco Santander
Spain
$225K +$206K +1,760 New
SFI
756
SPC Financial Inc
Maryland
$223K +$204K +1,740 New
CCM
757
Copeland Capital Management
Pennsylvania
$219K – – –
WSTAM
758
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$200K +1,709 New
COI
759
Capital One Investing
Virginia
$219K +$201K +1,717 New
IWM
760
IHT Wealth Management
Illinois
$214K -$370K -3,156 -65%
SNT
761
Security National Trust
West Virginia
$214K – – –
DIA
762
Dean Investment Associates
Ohio
$214K +$196K +1,673 New
GIM
763
Greenwich Investment Management
Connecticut
$214K +$196K +1,675 New
GLA
764
Great Lakes Advisors
Illinois
$212K +$194K +1,654 New
FWCM
765
Ferguson Wellman Capital Management
Oregon
$211K +$193K +1,648 New
CHP
766
Cable Hill Partners
Oregon
$210K – – –
ClearBridge Investments
767
ClearBridge Investments
New York
$210K +$50.9K +434 +36%
S
768
SignatureFD
Georgia
$209K +$7.98K +68 +4%
PA
769
Probity Advisors
Texas
$209K +$191K +1,629 New
GT
770
Glenview Trust
Kentucky
$208K +$191K +1,626 New
FFA
771
First Foundation Advisors
California
$207K +$190K +1,616 New
BHIA
772
Birch Hill Investment Advisors
Massachusetts
$205K +$188K +1,600 New
YMRC
773
Yorktown Management & Research Company
Virginia
$205K +$188K +1,600 New
Cetera Investment Advisers
774
Cetera Investment Advisers
Illinois
$200K +$183K +1,561 New
IA
775
IFP Advisors
Florida
$198K -$1.16M -9,888 -87%