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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
701
Pinnacle Wealth Management Group
Michigan
$460K +$37.1K +337 +10%
CB
702
CNB Bank
Pennsylvania
$460K -$118K -1,074 -22%
AIS
703
American Investment Services
Massachusetts
$458K – – –
MAWCM
704
Mine & Arao Wealth Creation & Management
California
$456K +$3.52K +32 +0.8%
VI
705
Versor Investments
New York
$455K +$423K +3,839 New
P
706
Pitcairn
Pennsylvania
$452K +$33.9K +308 +9%
FFN
707
Focus Financial Network
Minnesota
$451K -$36K -327 -8%
KIG
708
Kowal Investment Group
Wisconsin
$451K +$2.86K +26 +0.7%
GSEP
709
Golden State Equity Partners
California
$447K -$223K -2,024 -35%
JIC
710
Johnson Investment Counsel
Ohio
$447K +$15.1K +137 +4%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$445K +$2.31K +21 +0.6%
AIC
712
Archer Investment Corporation
Indiana
$442K -$6.06K -55 -1%
AF
713
Allworth Financial
California
$442K -$1.65K -15 -0.4%
LSA
714
Lion Street Advisors
Texas
$436K -$10.9K -99 -3%
BBHC
715
Brown Brothers Harriman & Co
New York
$433K +$31.7K +288 +9%
CT
716
Colonial Trust
South Carolina
$431K +$214K +1,941 +115%
AGA
717
Arkos Global Advisors
Texas
$431K +$1.76K +16 +0.4%
LC
718
Lindbrook Capital
California
$431K -$10.9K -99 -3%
SC
719
Savant Capital
Illinois
$427K +$397K +3,601 New
SFP
720
Sweet Financial Partners
Minnesota
$427K – – –
WA
721
Wealth Alliance
New York
$425K +$10.9K +99 +3%
IFWM
722
Institute for Wealth Management
Colorado
$424K -$1.32K -12 -0.3%
CCP
723
Carmel Capital Partners
California
$421K -$3.08K -28 -0.8%
NEI
724
Northwest & Ethical Investments
Ontario, Canada
$420K -$21.1K -192 -5%
BF
725
BOK Financial
Oklahoma
$419K -$10.6K -96 -3%
27 28
29
30 31