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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
551
UMB Bank
Missouri
$1M -$191K -1,847 -14%
WA
552
Wealth Alliance
New York
$1M +$385K +3,717 +52%
PGAM
553
Princeton Global Asset Management
New Jersey
$990K -$57.9K -559 -5%
LCM
554
LDR Capital Management
New York
$984K +$1.11M +10,694 New
KNW
555
Kesler Norman & Wride
Utah
$984K -$86.6K -836 -7%
LNC
556
Lincoln National Corp
Pennsylvania
$983K +$526K +5,078 +91%
OWP
557
Obermeyer Wealth Partners
Colorado
$978K -$220K -2,122 -17%
VCA
558
Verdence Capital Advisors
Maryland
$969K +$88K +849 +9%
PPC
559
Park Place Capital
Alabama
$969K +$11.1K +107 +1%
ATC
560
Argent Trust Co
Tennessee
$956K -$272K -2,630 -20%
MYLI
561
Meiji Yasuda Life Insurance
Japan
$950K -$126K -1,219 -11%
SS
562
Simplicity Solutions
Minnesota
$939K -$592K -5,716 -36%
BFG
563
Bleakley Financial Group
New Jersey
$939K -$346K -3,338 -25%
FHB
564
First Hawaiian Bank
Hawaii
$932K -$308K -2,976 -23%
HT
565
HAP Trading
New York
$929K +$1.05M +10,096 New
GAA
566
Green Alpha Advisors
Colorado
$921K +$181K +1,745 +21%
DA
567
Doliver Advisors
Texas
$921K +$586K +5,660 +130%
SWS
568
SYSTM Wealth Solutions
Illinois
$920K -$274K -2,645 -21%
HGWM
569
Horst & Graben Wealth Management
Oregon
$918K – – –
SIA
570
Schechter Investment Advisors
Michigan
$912K +$188K +1,811 +22%
BFA
571
BBJS Financial Advisors
Washington
$906K +$179K +1,728 +21%
MPPW
572
Mitchell & Pahl Private Wealth
Oklahoma
$904K +$212K +2,042 +26%
PFC
573
Phocas Financial Corp
California
$899K -$18K -174 -2%
TC
574
TownSquare Capital
Utah
$897K +$77.6K +749 +8%
GBT
575
Grove Bank & Trust
Florida
$892K +$82.5K +796 +9%
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