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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
651
Conning Inc
Connecticut
$957K +$4.87K +30 +0.5%
RCA
652
Rex Capital Advisors
Rhode Island
$955K – – –
RCA
653
Ranch Capital Advisors
Florida
$953K +$285K +1,758 +42%
TC
654
Telemus Capital
Michigan
$950K +$34.2K +211 +4%
LOAMU
655
Lombard Odier Asset Management (USA)
New York
$939K – – –
RFC
656
Regions Financial Corp
Alabama
$939K +$144K +889 +18%
WA
657
WBH Advisory
Maryland
$936K -$73K -450 -7%
S
658
SignatureFD
Georgia
$929K -$38.1K -235 -4%
GAA
659
Green Alpha Advisors
Colorado
$926K +$944K +5,820 New
OCG
660
Opus Capital Group
Ohio
$903K -$20.3K -125 -2%
WA
661
Wealth Alliance
New York
$903K +$390K +2,403 +73%
DBIA
662
Dumont & Blake Investment Advisors
New Jersey
$901K -$25.6K -158 -3%
CAAS
663
Capital Asset Advisory Services
Michigan
$899K +$62.5K +385 +7%
SIP
664
Stoneridge Investment Partners
Pennsylvania
$888K -$146K -900 -14%
SAM
665
Strategy Asset Managers
California
$887K -$59.5K -367 -6%
AIL
666
AGF Investments LLC
Ontario, Canada
$886K -$699K -4,308 -44%
FMT
667
First Mercantile Trust
Tennessee
$886K +$69.1K +426 +8%
CWM
668
Chesapeake Wealth Management
Virginia
$884K -$44.4K -274 -5%
OSAM
669
O'Shaughnessy Asset Management
Connecticut
$884K +$336K +2,074 +60%
HH
670
Hilltop Holdings
Texas
$871K -$65.9K -406 -7%
SWP
671
Stratos Wealth Partners
Ohio
$859K +$13K +80 +2%
AWP
672
Accretive Wealth Partners
New Jersey
$842K +$858K +5,291 New
FC
673
FORA Capital
Florida
$819K +$835K +5,145 New
TCOT
674
Trust Company of Toledo
Ohio
$817K +$833K +5,134 New
PP
675
Pegasus Partners
Wisconsin
$792K +$97.8K +603 +14%
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