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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
526
Gilliland Jeter Wealth Management
Arkansas
$931K +$43.3K +440 +5%
RPC
527
Rossmore Private Capital
Connecticut
$930K -$347K -3,523 -27%
CG
528
Caprock Group
Idaho
$927K -$66.1K -671 -7%
BFS
529
Bard Financial Services
Connecticut
$924K -$41.9K -425 -4%
AWC
530
Abundance Wealth Counselors
Pennsylvania
$924K +$171K +1,741 +23%
CFCI
531
Comprehensive Financial Consultants Institutional
Indiana
$923K +$177K +1,802 +24%
MYLI
532
Meiji Yasuda Life Insurance
Japan
$921K – – –
SIP
533
Stoneridge Investment Partners
Pennsylvania
$918K +$925K +9,397 New
HIA
534
Harbor Investment Advisory
Maryland
$914K -$2.66K -27 -0.3%
ATC
535
Argent Trust Co
Tennessee
$906K -$80.3K -815 -8%
LA
536
LBP AM
France
$906K +$913K +9,273 New
SBF
537
Sara-Bay Financial
Florida
$895K -$42.4K -431 -4%
RFA
538
Resurgent Financial Advisors
Georgia
$895K -$132K -1,340 -13%
UB
539
UMB Bank
Missouri
$886K -$154K -1,561 -15%
QWM
540
Quadcap Wealth Management
Texas
$883K +$160K +1,626 +22%
AWP
541
Accretive Wealth Partners
New Jersey
$879K +$36.6K +372 +4%
FRA
542
Frank Rimerman Advisors
California
$873K +$879K +8,921 +55,756%
TIM
543
Tevis Investment Management
Texas
$855K +$3.45K +35 +0.4%
TCOT
544
Trust Company of Toledo
Ohio
$852K +$136K +1,384 +19%
VSQM
545
V-Square Quantitative Management
Illinois
$848K +$17.3K +176 +2%
BP
546
Ballentine Partners
Massachusetts
$847K +$13.6K +138 +2%
CCM
547
Coldstream Capital Management
Washington
$844K -$25.8K -262 -3%
MM
548
MQS Management
New York
$841K +$848K +8,610 New
BMCM
549
Bryn Mawr Capital Management
Pennsylvania
$833K +$37.1K +377 +5%
RCM
550
RB Capital Management
Nevada
$827K -$613K -6,225 -42%
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