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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$831K +$4.29K +26 +0.5%
TIA
652
Trust Investment Advisors
Indiana
$823K +$12.7K +77 +2%
RG
653
Rathbones Group
United Kingdom
$810K – – –
ARMT
654
Amica Retiree Medical Trust
Rhode Island
$804K – – –
SW
655
StrongBox Wealth
Missouri
$804K +$122K +741 +18%
HCA
656
Harbour Capital Advisors
Virginia
$795K -$9.9K -60 -1%
ZB
657
Zions Bancorporation
Utah
$793K +$688K +4,168 +702%
GIA
658
Gateway Investment Advisers
Ohio
$787K -$107K -647 -12%
ANRIA
659
American National Registered Investment Advisor
Texas
$785K – – –
AWM
660
Avitas Wealth Management
California
$778K +$40.6K +246 +6%
CAM
661
Cresset Asset Management
Illinois
$766K +$26.7K +162 +4%
OFS
662
OneAscent Financial Services
Alabama
$763K +$81.2K +492 +12%
EPA
663
Element Pointe Advisors
Florida
$761K +$9.9K +60 +1%
HI
664
Horizon Investments
North Carolina
$752K -$814K -4,930 -52%
NERM
665
New England Research & Management
Illinois
$749K +$743K +4,500 New
IA
666
IFP Advisors
Florida
$747K +$87.1K +528 +13%
CRC
667
Curi RMB Capital
Illinois
$741K +$66.2K +401 +10%
SCM
668
Schnieders Capital Management
California
$740K +$304K +1,841 +71%
VC
669
Veracity Capital
Georgia
$734K +$64K +388 +10%
KA
670
Kintegral Advisory
New York
$731K -$23.3K -141 -3%
NP
671
Ninepoint Partners
Ontario, Canada
$730K -$150K -908 -17%
PP
672
Pegasus Partners
Wisconsin
$728K +$54.1K +328 +8%
SC
673
Scholtz & Company
Connecticut
$719K +$148K +898 +26%
GWM
674
Gray Wealth Management
Maine
$718K +$5.28K +32 +0.7%
PCM
675
Pointe Capital Management
Michigan
$715K +$21.9K +133 +3%
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