Capital Investment Advisors LLC Has $7.71 Million Stock Holdings …

3 days ago · Capital Investment Advisors LLC grew its stake in shares of Crown Castle Inc. (NYSE:CCI - Free Report) by 19.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.The fund owned 84,925 shares of the real estate …

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Capital Investment Advisors LLC Has $7.71 Million Stock Holdings …

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CAPITAL INVESTMENT ADVISORS, LLC Top 13F Holdings

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Capital Investment Advisors is a large advisory firm with 4385 clients and discretionary assets under management (AUM) of $5,260,660,983 (Form ADV from 2024-10-28). Their last …

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Capital Investment Advisors LLC Purchases 441 Shares Of SPDR …

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1 day ago · Thomas Story & Son LLC Has $10.93 Million Stock Holdings in Apple Inc. (NASDAQ:AAPL) MidWestOne Financial Group Inc. Lowers Stake in Amazon.com, Inc. …

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Capital Investment Advisors LLC Increases Stock Holdings

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Nov 19, 2024 · Capital Investment Advisors LLC raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 8.4% in the 3rd quarter, according to the company in its …

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Capital Investment Advisors LLC Has $1.58 Million Stock Position …

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21 hours ago · Capital Investment Advisors LLC cut its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 1.2% in the 4th quarter, according to the company in its …

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Capital Investment Advisors LLC Has $5.06 Million Position

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2 days ago · Everpar Advisors LLC increased its holdings in Intel by 5.1% in the 3rd quarter. Everpar Advisors LLC now owns 10,326 shares of the chip maker's stock valued at $242,000 …

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Capital Investment Advisors LLC Has $1.55 Million Stock Position …

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1 day ago · Paychex Trading Up 0.8 %. Paychex stock opened at $141.71 on Wednesday. Paychex, Inc. has a 52 week low of $114.72 and a 52 week high of $150.71. The company …

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Capital Investment Advisors LLC Has $13.03 Million Stock Holdings …

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3 days ago · Capital Investment Advisors LLC increased its position in shares of Costco Wholesale Co. (NASDAQ:COST - Free Report) by 6.1% during the fourth quarter, according to …

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Capital Investment Advisors LLC Has $1.19 Million Stock Holdings …

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1 day ago · Capital Investment Advisors LLC boosted its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 3.5% during the 4th quarter, according to the company in its …

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FAQs about Capital Investment Advisors LLC Has $7.71 Million Stock Holdings … Coupon?

Did capital investment advisors cut its position in Air Products & Chemicals (APD)?

Capital Investment Advisors LLC cut its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,463 shares of the basic materials company’s stock after selling 69 shares […] ...

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...

Who does advisors Capital Management work with?

Advisors Capital Management, LLC works with more non-high-net-worth individuals than high-net-worth individuals. Additionally, Advisors Capital Management works with pension and profit-sharing plans, businesses and charitable organizations. The account minimum at this Ridgewood-based firm varies depending on the type of account. ...

Who owns pathstone & Federal Street Advisors?

This firm was founded in 2016 through the merger of Pathstone Family Office (founded in 2010) and Federal Street Advisors (founded in 1991). It is principally owned by Pathstone Holdings, LLC and is family- and employee-owned. The firm’s services include: ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...

Is circle wealth a fee-only financial advisor firm?

Circle Wealth is a fee-only financial advisor firm, meaning it only receives income from client fees. This avoids the conflicts of interest found at a fee-based firm, which can receive commissions for insurance or securities transactions. There is a $30 million account minimum. ...