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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
701
Tectonic Advisors
Texas
$557K +$61.7K +567 +12%
QCG
702
Quadrant Capital Group
Ohio
$556K +$544 +5 +0.1%
FHC
703
Forest Hill Capital
Arkansas
$550K – – –
PFBT
704
Parkside Financial Bank & Trust
Missouri
$546K +$82.5K +758 +17%
ECM
705
Evergreen Capital Management
Washington
$546K -$26.3K -242 -4%
PIM
706
Provident Investment Management
Michigan
$545K +$110K +1,010 +24%
DA
707
Dover Advisors
Virginia
$544K +$559K +5,138 New
SAG
708
SageView Advisory Group
California
$541K -$60.2K -553 -10%
LC
709
Lindbrook Capital
California
$541K -$21.6K -199 -4%
WS
710
Wedbush Securities
California
$538K +$61.5K +565 +13%
CCFM
711
Clear Creek Financial Management
Washington
$537K +$552K +5,071 New
SRWM
712
Shira Ridge Wealth Management
California
$535K – – –
VCA
713
Verdence Capital Advisors
Maryland
$535K +$126K +1,155 +30%
HL
714
HeadInvest LLC
Maine
$533K -$43.5K -400 -7%
CC
715
Cipher Capital
New York
$532K +$301K +2,764 +122%
DFG
716
Demars Financial Group
Washington
$531K +$104K +952 +23%
HWM
717
Heirloom Wealth Management
Colorado
$527K -$11.4K -105 -2%
P
718
&Partners
Tennessee
$527K +$230K +2,112 +74%
AC
719
AlphaCore Capital
California
$527K -$1.85K -17 -0.3%
RC
720
Roundview Capital
New Jersey
$525K -$13.6K -125 -2%
AIS
721
American Investment Services
Massachusetts
$522K – – –
SRL
722
Scientech Research LLC
New Jersey
$522K -$975K -8,965 -65%
AIP
723
Ameritas Investment Partners
Nebraska
$519K -$13.9K -128 -3%
GT
724
Glenview Trust
Kentucky
$515K +$33.4K +307 +7%
AAS
725
Ameritas Advisory Services
Nebraska
$513K -$126K -1,162 -19%
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