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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$805K +$58.2K +311 +8%
FWM
727
Foresight Wealth Management
Utah
$805K +$110K +588 +17%
WI
728
WrapManager Inc
California
$798K -$122K -653 -14%
IMRF
729
Illinois Municipal Retirement Fund
Illinois
$794K -$177K -945 -19%
ASN
730
Advisory Services Network
Georgia
$792K -$20K -107 -3%
AIS
731
American Investment Services
Massachusetts
$789K +$757K +4,045 New
SS
732
Simplicity Solutions
Minnesota
$788K +$176K +939 +30%
SW
733
SVB Wealth
Massachusetts
$787K +$25.8K +138 +4%
AA
734
ALPS Advisors
Colorado
$786K -$92.5K -494 -11%
AWM
735
Altium Wealth Management
New York
$781K +$88K +470 +13%
CIM
736
CIM Investment Management
Pennsylvania
$773K -$15.5K -83 -2%
CWM
737
Chesapeake Wealth Management
Virginia
$759K -$65K -347 -8%
FBT
738
First Bankers Trust
Kentucky
$755K – – –
PCM
739
Pointe Capital Management
Michigan
$755K +$8.05K +43 +1%
MAM
740
Meeder Asset Management
Ohio
$748K +$102K +545 +17%
TI
741
Tidal Investments
Wisconsin
$747K +$295K +1,575 +70%
OCG
742
Opus Capital Group
Ohio
$744K -$182K -971 -20%
SWM
743
Spire Wealth Management
Virginia
$736K -$193K -1,033 -22%
PFC
744
Phocas Financial Corp
California
$732K -$16.5K -88 -2%
HVP
745
Hudson Value Partners
Florida
$726K +$21K +112 +3%
MAFM
746
Mid Atlantic Financial Management
Pennsylvania
$726K +$81.1K +433 +13%
RPC
747
Rossmore Private Capital
Connecticut
$725K +$696K +3,718 New
BIC
748
Beach Investment Counsel
Pennsylvania
$723K – – –
BFO
749
Biltmore Family Office
North Carolina
$717K +$24.7K +132 +4%
LA
750
LVW Advisors
New York
$715K +$38.2K +204 +6%
28 29
30
31 32