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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Private Trust Company
Ohio
$363K +$31.5K +337 +11%
IFWM
702
Institute for Wealth Management
Colorado
$356K -$6.35K -68 -2%
RP
703
Riverwater Partners
Wisconsin
$347K -$4.39K -47 -1%
LC
704
Lindbrook Capital
California
$345K -$12K -129 -4%
BHCM
705
Brevan Howard Capital Management
Jersey
$344K +$308K +3,300 New
LIM
706
Longfellow Investment Management
Massachusetts
$344K -$239K -2,558 -44%
MSWM
707
McGlone Suttner Wealth Management
Wisconsin
$343K +$308K +3,294 New
PPWP
708
Premier Path Wealth Partners
New Jersey
$340K +$37.1K +397 +14%
EWM
709
Empirical Wealth Management
Washington
$340K +$38.5K +412 +14%
CA
710
Calton & Associates
Florida
$340K +$304K +3,260 New
SCM
711
Schnieders Capital Management
California
$338K +$12.7K +136 +4%
AC
712
Avenir Corporation
Virginia
$338K – – –
IAS
713
Insigneo Advisory Services
Florida
$337K -$49.6K -531 -14%
RL
714
Rogco LP
Oklahoma
$337K -$20.7K -222 -6%
GMA
715
Glassy Mountain Advisors
Maryland
$336K – – –
MCM
716
Magnolia Capital Management
New York
$333K -$104K -1,115 -26%
IWM
717
IHT Wealth Management
Illinois
$333K +$27.3K +292 +10%
BO
718
Bank OZK
Arkansas
$332K – – –
CCFM
719
Clear Creek Financial Management
Washington
$329K -$54.9K -588 -16%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$327K -$64.6K -692 -18%
PWP
721
Principle Wealth Partners
Connecticut
$325K +$291K +3,120 New
AMG
722
Advisors Management Group
Wisconsin
$322K -$1.77K -19 -0.6%
BFA
723
Benedict Financial Advisors
Georgia
$321K +$2.8K +30 +1%
PP
724
PDS Planning
Ohio
$320K +$74.7K +800 +35%
AUB
725
Atlantic Union Bankshares
Virginia
$319K -$25.4K -272 -8%
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