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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
726
Gateway Investment Advisers
Ohio
$905K +$61.4K +345 +8%
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$905K +$595K +3,341 +214%
IFWM
728
Institute for Wealth Management
Colorado
$903K +$26.7K +150 +3%
IAA
729
Independent Advisor Alliance
North Carolina
$903K +$213K +1,197 +32%
HCM
730
Hollencrest Capital Management
California
$902K – – –
EPA
731
Element Pointe Advisors
Florida
$893K -$240K -1,351 -22%
AAM
732
AR Asset Management
California
$886K – – –
BBHC
733
Brown Brothers Harriman & Co
New York
$886K +$93.5K +525 +12%
BFO
734
Biltmore Family Office
North Carolina
$881K – – –
HCA
735
Harbour Capital Advisors
Virginia
$873K +$890 +5 +0.1%
SAM
736
Sompo Asset Management
Japan
$873K +$23.1K +130 +3%
BHA
737
Beech Hill Advisors
New York
$871K – – –
IIM
738
InTrack Investment Management
Vermont
$867K -$158K -889 -16%
GRP
739
Global Retirement Partners
California
$867K +$806K +4,527 New
CP
740
Covenant Partners
Tennessee
$866K -$129K -724 -13%
VIA
741
Vident Investment Advisory
Georgia
$862K -$1.59M -8,907 -66%
MGIA
742
Moneta Group Investment Advisors
Missouri
$858K +$43.6K +245 +6%
FFN
743
Focus Financial Network
Minnesota
$853K -$5.23M -29,409 -86%
CA
744
Clearstead Advisors
Ohio
$848K +$27.8K +156 +4%
ANRIA
745
American National Registered Investment Advisor
Texas
$841K -$18K -101 -2%
TNAM
746
Terra Nova Asset Management
New York
$837K +$153K +859 +23%
AAIM
747
American Assets Investment Management
California
$830K +$297K +1,671 +59%
KA
748
Kintegral Advisory
New York
$829K +$17.8K +100 +2%
GWM
749
Gray Wealth Management
Maine
$825K +$712 +4 +0.1%
LA
750
LVW Advisors
New York
$822K -$25.5K -143 -3%
28 29
30
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