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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$626K +$59.1K +600 +10%
ECM
602
Evergreen Capital Management
Washington
$623K +$120K +1,220 +24%
WIC
603
Water Island Capital
New York
$618K – – –
AAIS
604
ABN AMRO Investment Solutions
$616K -$5.84M -59,256 -90%
BCM
605
Becker Capital Management
Oregon
$614K +$62.8K +638 +11%
SSWM
606
Sheets Smith Wealth Management
North Carolina
$611K +$12.8K +130 +2%
CIG
607
Cascade Investment Group
Colorado
$609K +$50.2K +510 +9%
CA
608
Clearstead Advisors
Ohio
$609K +$405K +4,110 +194%
EGM
609
Engineers Gate Manager
New York
$606K -$2.73M -27,731 -82%
CCA
610
Checchi Capital Advisers
California
$601K +$8.27K +84 +1%
AG
611
AlTi Global
New York
$601K -$61.6K -625 -9%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$600K -$173K -1,755 -22%
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$593K +$146K +1,487 +32%
MA
614
MCF Advisors
Kentucky
$593K -$11.5K -117 -2%
ICA
615
Infrastructure Capital Advisors
New York
$587K -$6.99K -71 -1%
HI
616
Horizon Investments
North Carolina
$586K +$8.17K +83 +1%
SFI
617
Siemens Fonds Invest
Germany
$582K – – –
BFG
618
Beacon Financial Group
Texas
$582K -$14.8K -150 -2%
IWC
619
Integrated Wealth Concepts
Massachusetts
$577K -$90.8K -922 -14%
PIM
620
Provident Investment Management
Michigan
$574K +$71.9K +730 +14%
MIM
621
MTM Investment Management
South Carolina
$570K -$19.7K -200 -3%
GSEP
622
Golden State Equity Partners
California
$566K +$571K +5,796 New
WKWM
623
Walter & Keenan Wealth Management
Indiana
$566K -$295 -3 -0.1%
GWMR
624
GC Wealth Management RIA
Massachusetts
$564K +$372K +3,773 +189%
HH
625
Hilltop Holdings
Texas
$560K -$258K -2,620 -31%
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