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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
576
Ballentine Partners
Massachusetts
$1.02M +$656K +6,406 +258%
WA
577
Wealth Alliance
New York
$1.02M -$204K -1,995 -18%
PVI
578
Pine Valley Investments
New Jersey
$1.02M -$547K -5,341 -38%
ICG
579
InterOcean Capital Group
Tennessee
$1.02M +$905K +8,840 New
LRWA
580
Long Run Wealth Advisors
New York
$1.02M +$903K +8,819 New
CAM
581
Cypress Asset Management
Texas
$1.01M -$57.3K -559 -6%
CPRC
582
Consolidated Portfolio Review Corp
New York
$1.01M +$57.4K +560 +7%
BFG
583
Bleakley Financial Group
New Jersey
$999K -$156K -1,527 -15%
SS
584
Simplicity Solutions
Minnesota
$999K -$156K -1,527 -15%
HCM
585
Hollencrest Capital Management
California
$995K +$885K +8,638 New
IWM
586
Iams Wealth Management
Nebraska
$995K -$27.7K -270 -3%
VU
587
Vanderbilt University
Tennessee
$994K +$884K +8,631 New
CGL
588
Clarius Group LLC
Washington
$992K +$461K +4,496 +109%
IMRF
589
Illinois Municipal Retirement Fund
Illinois
$984K – – –
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$979K -$115K -1,126 -12%
SIA
591
Schechter Investment Advisors
Michigan
$977K -$146K -1,421 -14%
FSI
592
Flow State Investments
Illinois
$974K +$866K +8,452 New
MC
593
Machina Capital
France
$971K +$863K +8,429 New
HWM
594
HB Wealth Management
Georgia
$970K +$167K +1,628 +24%
PL
595
Perpetual Ltd
Australia
$969K – – –
MCM
596
Magnolia Capital Management
New York
$967K – – –
AWP
597
Accretive Wealth Partners
New Jersey
$961K -$40.6K -396 -5%
BFS
598
Bard Financial Services
Connecticut
$958K +$205K +2,005 +32%
QCM
599
QRG Capital Management
Illinois
$957K -$271K -2,645 -24%
AIM
600
Achmea Investment Management
Netherlands
$957K – – –
22 23
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