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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
726
Pinnacle Financial Partners (Tennessee)
Tennessee
$365K -$363K -3,687 -50%
NEI
727
Northwest & Ethical Investments
Ontario, Canada
$365K -$27.8K -282 -7%
LC
728
Lindbrook Capital
California
$364K -$136K -1,383 -27%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$364K -$141K -1,432 -28%
VWA
730
Visionary Wealth Advisors
Illinois
$363K -$53.6K -544 -13%
IWM
731
IHT Wealth Management
Illinois
$363K +$56K +569 +18%
JIC
732
Johnson Investment Counsel
Ohio
$355K -$179K -1,819 -33%
ACA
733
Aptus Capital Advisors
Alabama
$354K +$14.7K +149 +4%
EI
734
Ellevest Inc
New York
$354K -$162K -1,645 -31%
PA
735
Probity Advisors
Texas
$354K +$46.8K +475 +15%
FTWA
736
Fifth Third Wealth Advisors
Ohio
$354K +$356K +3,619 New
AGA
737
Arkos Global Advisors
Texas
$353K – – –
PTC
738
Private Trust Company
Ohio
$352K -$37.9K -385 -10%
SFP
739
Sweet Financial Partners
Minnesota
$352K +$355K +3,600 New
IFWM
740
Institute for Wealth Management
Colorado
$350K -$9.75K -99 -3%
CCP
741
Carmel Capital Partners
California
$349K +$36.9K +375 +12%
PWMG
742
Pinnacle Wealth Management Group
Michigan
$346K -$18.9K -192 -5%
FFA
743
Farther Finance Advisors
California
$346K +$48.3K +490 +16%
GI
744
GAMMA Investing
California
$344K +$84.5K +858 +32%
P
745
Pitcairn
Pennsylvania
$343K +$36.7K +373 +12%
RL
746
Rogco LP
Oklahoma
$341K -$29.5K -300 -8%
PP
747
Patten & Patten
Tennessee
$341K -$18.6K -189 -5%
AWE
748
Avidian Wealth Enterprises
Texas
$341K +$92.8K +942 +37%
WA
749
Wealth Alliance
New York
$341K -$285K -2,893 -45%
QPW
750
Quantum Private Wealth
Florida
$338K -$21.9K -222 -6%
28 29
30
31 32