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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
726
Orleans Capital Management
Louisiana
$829K +$896K +4,925 New
HCM
727
HMS Capital Management
Tennessee
$824K +$95.7K +526 +12%
BCP
728
Blue Chip Partners
Michigan
$820K -$71K -390 -7%
CGL
729
Clarius Group LLC
Washington
$819K +$235K +1,291 +36%
BBHC
730
Brown Brothers Harriman & Co
New York
$817K +$8.91K +49 +1%
IFWM
731
Institute for Wealth Management
Colorado
$812K -$11.6K -64 -1%
BHA
732
Beech Hill Advisors
New York
$811K +$17.3K +95 +2%
AAM
733
AR Asset Management
California
$808K – – –
HCM
734
Hollencrest Capital Management
California
$808K – – –
SAM
735
Sompo Asset Management
Japan
$806K +$10.9K +60 +1%
CWS
736
Confluence Wealth Services
Pennsylvania
$804K +$10.9K +60 +1%
BFO
737
Biltmore Family Office
North Carolina
$803K – – –
CCM
738
Coldstream Capital Management
Washington
$799K +$173K +951 +25%
FFN
739
Focus Financial Network
Minnesota
$799K +$22.2K +122 +3%
SVWAG
740
Sound View Wealth Advisors Group
Georgia
$798K -$29.3K -161 -3%
HCA
741
Harbour Capital Advisors
Virginia
$796K – – –
IAA
742
Independent Advisor Alliance
North Carolina
$795K -$30.9K -170 -3%
CP
743
Covenant Partners
Tennessee
$790K – – –
KA
744
Kintegral Advisory
New York
$772K +$17.6K +97 +2%
BBL
745
Beck Bode LLC
Massachusetts
$772K +$274K +1,505 +49%
CA
746
Clearstead Advisors
Ohio
$768K -$6.55K -36 -0.8%
MOS
747
MGO One Seven
Ohio
$765K +$131K +720 +19%
CFCI
748
Comprehensive Financial Consultants Institutional
Indiana
$763K +$813K +4,466 New
MLA
749
My Legacy Advisors
Oregon
$758K +$57.1K +314 +8%
M
750
Mirova
France
$753K +$111K +609 +16%
28 29
30
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