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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
651
Summit Financial Group
West Virginia
$223K -$19.1K -177 -8%
FC
652
FCA Corp
Texas
$222K +$216K +2,000 New
DCM
653
Dupont Capital Management
Delaware
$219K – – –
DWA
654
Douglass Winthrop Advisors
New York
$217K +$211K +1,956 New
HFP
655
Holistic Financial Partners
Indiana
$209K – – –
GG
656
Gofen & Glossberg
Illinois
$206K -$162K -1,500 -45%
FIM
657
Foresters Investment Management
New York
$201K – – –
IT
658
Independence Trust
Tennessee
$200K +$194K +1,798 New
SNT
659
Security National Trust
West Virginia
$191K – – –
APA
660
American Portfolios Advisors
New York
$189K +$184K +1,704 New
CHP
661
Cable Hill Partners
Oregon
$189K -$5.83K -54 -3%
SWP
662
Stratos Wealth Partners
Ohio
$180K +$175K +1,619 New
II
663
Inspire Investing
Idaho
$179K +$174K +1,612 New
BAM
664
Barrett Asset Management
New York
$167K – – –
CPP
665
Crow Point Partners
Massachusetts
$165K – – –
FPS
666
Fieldpoint Private Securities
Connecticut
$152K – – –
GLI
667
Guardian Life Insurance
New York
$146K +$42.3K +392 +42%
POIA
668
Pin Oak Investment Advisors
Texas
$146K +$141K +1,311 New
SMG
669
Spectrum Management Group
Indiana
$138K -$216 -2 -0.2%
GWM
670
Geneos Wealth Management
Colorado
$128K – – –
SBL
671
Sargent Bickham Lagudis
Colorado
$128K +$70.1K +650 +130%
BFEC
672
Benjamin F. Edwards & Company
Missouri
$128K +$117K +1,083 +1,464%
IWP
673
Icon Wealth Partners
Texas
$126K +$123K +1,139 New
CAL
674
Capital Analysts LLC
Pennsylvania
$125K +$863 +8 +0.7%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$124K +$120K +1,113 New
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