We are live on ! Find out more
CCI icon

Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$564K +$574K +3,540 New
Verition Fund Management
752
Verition Fund Management
Connecticut
$563K +$573K +3,535 New
FFN
753
Focus Financial Network
Minnesota
$562K +$56.4K +348 +11%
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$562K +$2.6K +16 +0.5%
WB
755
Webster Bank
Connecticut
$558K +$293K +1,805 +106%
HCM
756
Hollencrest Capital Management
California
$557K -$29.2K -180 -5%
GJCM
757
Grand Jean Capital Management
California
$557K +$568K +3,500 New
LAIC
758
Lederer & Associates Investment Counsel
California
$549K +$13.9K +86 +3%
SFP
759
Shepherd Financial Partners
Massachusetts
$536K +$162 +1 +0%
BOPW
760
Brandywine Oak Private Wealth
Pennsylvania
$525K – – –
BAM
761
Belpointe Asset Management
Nevada
$519K +$5.51K +34 +1%
4WM
762
44 Wealth Management
Oregon
$519K +$529K +3,261 New
LWM
763
Loveless Wealth Management
Montana
$517K +$95.7K +590 +22%
HVP
764
Hudson Value Partners
Florida
$514K +$533K +3,285 New
CRWM
765
Castle Rock Wealth Management
California
$513K +$48.2K +297 +10%
JIC
766
Johnson Investment Counsel
Ohio
$510K +$31K +191 +6%
MYIA
767
Mount Yale Investment Advisors
Colorado
$508K -$810K -4,993 -61%
IAA
768
Independent Advisor Alliance
North Carolina
$506K -$294K -1,810 -36%
BCM
769
BTC Capital Management
Iowa
$503K +$209K +1,287 +69%
IAIM
770
International Assets Investment Management
Florida
$502K +$163K +1,005 +47%
KA
771
Kercheville Advisors
Texas
$501K +$508K +3,133 New
MMPW
772
Mitchell McLeod Pugh & Williams
Alabama
$499K -$114K -701 -18%
RCAG
773
Rehmann Capital Advisory Group
Michigan
$497K +$3.08K +19 +0.6%
UH
774
Unigestion Holding
Switzerland
$496K +$505K +3,114 New
WI
775
WrapManager Inc
California
$486K +$276K +1,701 +126%