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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Probity Advisors
Texas
$603K +$114K +1,224 +27%
GI
602
GAMMA Investing
California
$601K +$85.5K +916 +19%
MP
603
McDonald Partners
Ohio
$598K +$53.8K +576 +11%
CIA
604
Concurrent Investment Advisors
Florida
$595K -$32.6K -349 -6%
OTL
605
Oak Thistle LLC
New York
$594K -$734K -7,864 -58%
QPWM
606
Quadrant Private Wealth Management
Pennsylvania
$593K -$14.7K -157 -3%
PA
607
Profund Advisors
Maryland
$592K -$93.4K -1,000 -15%
GT
608
Greenleaf Trust
Michigan
$585K -$117K -1,258 -18%
QWM
609
Quadcap Wealth Management
Texas
$584K +$2.71K +29 +0.5%
PAM
610
Parvin Asset Management
South Dakota
$576K +$189K +2,025 +58%
SAG
611
SageView Advisory Group
California
$574K +$18.7K +200 +4%
AWM
612
Apollon Wealth Management
South Carolina
$573K -$183K -1,958 -26%
GSEP
613
Golden State Equity Partners
California
$572K -$8.4K -90 -2%
BFA
614
Bill Few Associates
Pennsylvania
$571K – – –
AG
615
AlTi Global
New York
$567K -$12.1K -130 -2%
LWANC
616
Laurel Wealth Advisors (North Carolina)
North Carolina
$561K – – –
CBTWT
617
Community Bank & Trust (Waco, Texas)
Texas
$561K -$13.5K -145 -3%
OIA
618
Optimum Investment Advisors
Illinois
$551K -$14K -150 -3%
BPC
619
Bearing Point Capital
Minnesota
$542K – – –
WKSWA
620
White Knight Strategic Wealth Advisors
New Jersey
$539K -$574K -6,149 -54%
CBB
621
Citizens Business Bank
California
$535K +$341K +3,648 +245%
ST
622
Spinnaker Trust
Maine
$535K -$1.13M -12,125 -70%
FNBOMD
623
First National Bank of Mount Dora
Florida
$534K +$104K +1,115 +28%
SFI
624
Siemens Fonds Invest
Germany
$531K +$32.5K +348 +7%
SAM
625
Shell Asset Management
Netherlands
$525K – – –
23 24
25
26 27