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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
GM
751
GeoWealth Management
Illinois
$506K +$450K +4,394 New
GWM
752
Gray Wealth Management
Maine
$504K +$13K +127 +3%
CF
753
Centaurus Financial
California
$500K +$237K +2,317 +114%
PCM
754
Parsons Capital Management
Rhode Island
$496K -$4.61K -45 -1%
BBHC
755
Brown Brothers Harriman & Co
New York
$492K -$22.5K -220 -5%
MA
756
MCF Advisors
Kentucky
$491K -$32.5K -317 -7%
HGA
757
Hobbs Group Advisors
South Carolina
$488K +$434K +4,237 New
KFA
758
Krane Funds Advisors
New York
$482K -$107K -1,048 -20%
TWM
759
Thrive Wealth Management
Pennsylvania
$481K +$428K +4,178 New
EFS
760
Essex Financial Services
Connecticut
$479K -$245K -2,396 -37%
VWA
761
Visionary Wealth Advisors
Illinois
$479K +$426K +4,157 New
PIM
762
Provident Investment Management
Michigan
$477K +$63K +615 +17%
PTC
763
Private Trust Company
Ohio
$476K -$32.2K -314 -7%
CT
764
Columbia Trust
Oregon
$476K +$62.4K +609 +17%
BFO
765
Biltmore Family Office
North Carolina
$474K +$35.8K +350 +9%
DFG
766
Demars Financial Group
Washington
$468K -$18.3K -179 -4%
PFPT
767
Pinnacle Financial Partners (Tennessee)
Tennessee
$468K -$5.02K -49 -1%
RL
768
Rogco LP
Oklahoma
$467K +$512 +5 +0.1%
AC
769
Avenir Corporation
Virginia
$462K +$411K +4,010 New
STA
770
Summit Trail Advisors
New York
$462K +$60.9K +595 +17%
AAIM
771
American Assets Investment Management
California
$455K +$405K +3,953 New
SW
772
SVB Wealth
Massachusetts
$452K +$17.2K +168 +4%
CCM
773
Chiron Capital Management
Florida
$449K -$584K -5,699 -59%
VCA
774
Verdence Capital Advisors
Maryland
$449K -$679K -6,628 -63%
First Manhattan
775
First Manhattan
New York
$449K -$204K -1,991 -34%