We are live on ! Find out more
CCI icon

Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
776
Loveless Wealth Management
Montana
$708K – – –
PFC
777
Phocas Financial Corp
California
$704K +$21.3K +117 +3%
EFS
778
Essex Financial Services
Connecticut
$697K +$2.37K +13 +0.3%
PP
779
Peconic Partners
New York
$695K – – –
BEI
780
Benjamin Edwards Inc
Missouri
$695K +$140K +770 +23%
HAIM
781
Hunter Associates Investment Management
Pennsylvania
$693K +$750K +4,121 New
MP
782
McDonald Partners
Ohio
$687K -$1.31M -7,216 -64%
CI
783
Conning Inc
Connecticut
$683K -$4.37K -24 -0.6%
QCG
784
Quadrant Capital Group
Ohio
$683K +$67.3K +370 +10%
BTWM
785
Baker Tilly Wealth Management
Wisconsin
$680K +$7.1K +39 +1%
SW
786
SVB Wealth
Massachusetts
$680K +$111K +610 +18%
EWM
787
Evercore Wealth Management
New York
$679K -$33.3K -183 -4%
IIM
788
InTrack Investment Management
Vermont
$673K -$127K -699 -15%
CTA
789
Colonial Trust Advisors
South Carolina
$673K – – –
ECM
790
Evergreen Capital Management
Washington
$666K +$44K +242 +7%
T
791
TOBAM
France
$662K +$326K +1,791 +84%
EAM
792
Erste Asset Management
Austria
$661K +$719K +3,952 New
LAIC
793
Lederer & Associates Investment Counsel
California
$658K -$61.7K -339 -8%
DWT
794
Dorsey & Whitney Trust
South Dakota
$658K +$42.2K +232 +6%
CCIA
795
Campbell & Co Investment Adviser
Maryland
$657K +$458K +2,520 +182%
AFM
796
Anson Funds Management
Texas
$654K -$1.73M -9,514 -71%
LWM
797
Laidlaw Wealth Management
New York
$651K +$22K +121 +3%
FCBT
798
First Citizens Bank & Trust
North Carolina
$646K +$74.4K +409 +12%
LFAS
799
Level Four Advisory Services
Texas
$645K -$98.6K -542 -12%
AF
800
Advisornet Financial
Minnesota
$641K -$65.7K -361 -9%
30 31
32
33 34