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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
726
Gateway Investment Advisers
Ohio
$845K +$21.3K +117 +2%
CA
727
Cornerstone Advisory
Maryland
$842K -$658K -3,617 -42%
PA
728
Procyon Advisors
Connecticut
$839K +$907K +4,983 New
LC
729
Lavaca Capital
Texas
$834K +$546 +3 +0.1%
BOPW
730
Brandywine Oak Private Wealth
Pennsylvania
$830K +$3.46K +19 +0.4%
OCM
731
Orleans Capital Management
Louisiana
$829K +$896K +4,925 New
HCM
732
HMS Capital Management
Tennessee
$824K +$95.7K +526 +12%
BCP
733
Blue Chip Partners
Michigan
$820K -$71K -390 -7%
CGL
734
Clarius Group LLC
Washington
$819K +$235K +1,291 +36%
BBHC
735
Brown Brothers Harriman & Co
New York
$817K +$8.91K +49 +1%
IFWM
736
Institute for Wealth Management
Colorado
$812K -$11.6K -64 -1%
BHA
737
Beech Hill Advisors
New York
$811K +$17.3K +95 +2%
AAM
738
AR Asset Management
California
$808K – – –
HCM
739
Hollencrest Capital Management
California
$808K – – –
SAM
740
Sompo Asset Management
Japan
$806K +$10.9K +60 +1%
CWS
741
Confluence Wealth Services
Pennsylvania
$804K +$10.9K +60 +1%
BFO
742
Biltmore Family Office
North Carolina
$803K – – –
CCM
743
Coldstream Capital Management
Washington
$799K +$173K +951 +25%
FFN
744
Focus Financial Network
Minnesota
$799K +$22.2K +122 +3%
SVWAG
745
Sound View Wealth Advisors Group
Georgia
$798K -$29.3K -161 -3%
HCA
746
Harbour Capital Advisors
Virginia
$796K – – –
IAA
747
Independent Advisor Alliance
North Carolina
$795K -$30.9K -170 -3%
CP
748
Covenant Partners
Tennessee
$790K – – –
KA
749
Kintegral Advisory
New York
$772K +$17.6K +97 +2%
BBL
750
Beck Bode LLC
Massachusetts
$772K +$274K +1,505 +49%
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