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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
726
Harbour Capital Advisors
Virginia
$819K +$27.1K +140 +3%
LWCFA
727
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$815K -$580 -3 -0.1%
VFA
728
Values First Advisors
Tennessee
$808K +$20.3K +105 +2%
ANRIA
729
American National Registered Investment Advisor
Texas
$807K -$3.87K -20 -0.4%
CA
730
Clearstead Advisors
Ohio
$806K +$78.3K +405 +10%
GHAM
731
Gilman Hill Asset Management
Connecticut
$799K -$15.5K -80 -2%
PI
732
PEAK6 Investments
Illinois
$782K +$870K +4,503 +75,050%
BFO
733
Biltmore Family Office
North Carolina
$775K +$154K +796 +22%
GWM
734
Gray Wealth Management
Maine
$769K +$5.8K +30 +0.7%
SS
735
Simplicity Solutions
Minnesota
$768K +$75.2K +389 +10%
HCM
736
HMS Capital Management
Tennessee
$767K +$295K +1,526 +53%
IFG
737
Independent Financial Group
California
$765K -$47.6K -246 -5%
KA
738
Kintegral Advisory
New York
$761K – – –
EWM
739
Evercore Wealth Management
New York
$757K – – –
IWC
740
Integrated Wealth Concepts
Massachusetts
$755K +$168K +871 +25%
IAN
741
Integrated Advisors Network
Texas
$744K -$196K -1,013 -19%
BBHC
742
Brown Brothers Harriman & Co
New York
$741K +$6.57K +34 +0.8%
CAG
743
Csenge Advisory Group
Florida
$740K -$43.3K -224 -5%
BJL
744
Brighton Jones LLC
Washington
$733K +$221K +1,144 +37%
MGIA
745
Moneta Group Investment Advisors
Missouri
$729K -$108K -561 -12%
EWA
746
EP Wealth Advisors
California
$719K -$13.1K -68 -2%
KPWS
747
Kestra Private Wealth Services
Texas
$716K – – –
ECM
748
EII Capital Management
New York
$714K -$98.6K -510 -11%
BTWM
749
Baker Tilly Wealth Management
Wisconsin
$713K -$2.9K -15 -0.4%
EFS
750
Essex Financial Services
Connecticut
$710K +$32.1K +166 +4%
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30
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