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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
726
Fourpath Capital Management
Oklahoma
$931K +$824K +4,460 New
CA
727
Clearstead Advisors
Ohio
$927K -$38.6K -209 -4%
CWS
728
Confluence Wealth Services
Pennsylvania
$923K +$817K +4,424 New
MGIA
729
Moneta Group Investment Advisors
Missouri
$919K +$36.4K +197 +5%
KA
730
Kintegral Advisory
New York
$916K – – –
BJL
731
Brighton Jones LLC
Washington
$914K +$27.1K +147 +3%
FHA
732
First Horizon Advisors
Tennessee
$913K +$88.4K +479 +12%
SWM
733
Segment Wealth Management
Texas
$912K +$316K +1,713 +65%
EWM
734
Evercore Wealth Management
New York
$911K – – –
CCM
735
Coldstream Capital Management
Washington
$907K +$470K +2,548 +142%
IWC
736
Integrated Wealth Concepts
Massachusetts
$903K -$5.36K -29 -0.7%
GP
737
Geneva Partners
Wisconsin
$901K +$348K +1,886 +78%
LAIC
738
Lederer & Associates Investment Counsel
California
$900K +$144K +779 +22%
BBHC
739
Brown Brothers Harriman & Co
New York
$893K – – –
EWA
740
EP Wealth Advisors
California
$889K +$20.5K +111 +3%
CAG
741
Csenge Advisory Group
Florida
$876K +$41.4K +224 +5%
AWM
742
Apollon Wealth Management
South Carolina
$866K +$519K +2,811 +210%
LWM
743
Loveless Wealth Management
Montana
$864K +$39.7K +215 +5%
FWM
744
Foresight Wealth Management
Utah
$863K +$23.6K +128 +3%
AF
745
Advisornet Financial
Minnesota
$862K +$39.7K +215 +5%
PP
746
Peconic Partners
New York
$861K -$2.47M -13,374 -76%
NC
747
NovaPoint Capital
Georgia
$856K +$34.3K +186 +5%
SWM
748
Salvus Wealth Management
New Jersey
$856K +$170K +923 +29%
CTA
749
Colonial Trust Advisors
South Carolina
$849K – – –
AIS
750
American Investment Services
Massachusetts
$844K – – –
28 29
30
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