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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
951
Chase Investment Counsel
Virginia
$324K +$685 +4 +0.2%
BWP
952
BSW Wealth Partners
Colorado
$324K +$43.8K +256 +13%
LIM
953
Longfellow Investment Management
Massachusetts
$322K – – –
CA
954
Cornerstone Advisors
North Carolina
$318K -$993K -5,800 -73%
DPI
955
Diversified Portfolios Inc
Michigan
$318K – – –
FP
956
Financial Perspectives
Minnesota
$317K +$251K +1,468 +202%
GC
957
Gilbert & Cook
Iowa
$314K +$417K +2,439 New
PMG
958
ProVise Management Group
Florida
$312K -$4.79K -28 -1%
EWM
959
Empirical Wealth Management
Washington
$310K +$59.9K +350 +19%
WAP
960
Wealthcare Advisory Partners
Pennsylvania
$309K +$68.1K +398 +23%
CT
961
Colonial Trust
South Carolina
$309K +$366K +2,136 New
PRWA
962
Platte River Wealth Advisors
Colorado
$306K – – –
LFM
963
LGT Fund Management
Liechtenstein
$304K – – –
CW
964
CreativeOne Wealth
Kansas
$303K +$47.7K +279 +15%
CBFP
965
Cedar Brook Financial Partners
Ohio
$303K +$107K +623 +42%
SWM
966
Spire Wealth Management
Virginia
$301K -$90.2K -527 -20%
FFA
967
Founders Financial Alliance
North Carolina
$301K +$7.02K +41 +2%
SCM
968
Stevens Capital Management
Pennsylvania
$300K -$195K -1,142 -36%
SAM
969
Strategy Asset Managers
California
$298K +$353K +2,064 New
KWM
970
Kolinsky Wealth Management
New Jersey
$297K +$1.03K +6 +0.3%
BFO
971
Boston Family Office
Massachusetts
$296K – – –
BB
972
Berkshire Bank
Massachusetts
$289K -$15.7K -92 -4%
GAG
973
GM Advisory Group
New York
$289K – – –
HIG
974
Heritage Investment Group
Florida
$289K – – –
SAM
975
Silvercrest Asset Management
New York
$286K – – –