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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
726
Capital International Sarl
California
$317K +$284K +3,041 New
MPM
727
MBB Public Markets
Illinois
$316K +$283K +3,034 New
KLCM
728
KG&L Capital Management
Louisiana
$316K -$76.4K -818 -21%
CA
729
Cornerstone Advisory
Maryland
$313K +$12.3K +132 +5%
PA
730
Pinnacle Associates
New York
$311K -$33.9K -363 -11%
HKIMG
731
Hutchens & Kramer Investment Management Group
Indiana
$311K +$36.8K +394 +15%
FFN
732
Focus Financial Network
Minnesota
$309K +$26.8K +287 +11%
EH
733
Equitable Holdings
New York
$308K +$276K +2,956 New
EFG
734
Everhart Financial Group
Ohio
$307K +$275K +2,945 New
GC
735
Gilbert & Cook
Iowa
$307K +$7.66K +82 +3%
IC
736
Iconiq Capital
California
$307K +$55.6K +595 +25%
FWCM
737
Ferguson Wellman Capital Management
Oregon
$301K -$8M -85,695 -97%
AAP
738
Arax Advisory Partners
Colorado
$297K +$89K +953 +50%
SVWAG
739
Sound View Wealth Advisors Group
Georgia
$297K -$643K -6,887 -71%
AWM
740
Aries Wealth Management
Maine
$295K – – –
CGL
741
Clarius Group LLC
Washington
$294K +$263K +2,821 New
AFG
742
Atomi Financial Group
New York
$292K +$47.2K +506 +22%
LFA
743
Legacy Financial Advisors
Kentucky
$289K +$23.1K +247 +10%
SIC
744
Samalin Investment Counsel
New York
$288K +$258K +2,761 New
SFP
745
Shepherd Financial Partners
Massachusetts
$286K – – –
HSA
746
HBK Sorce Advisory
Pennsylvania
$286K +$25.4K +272 +11%
SAM
747
Smartleaf Asset Management
Massachusetts
$286K +$21.8K +233 +9%
A
748
Allianz
Germany
$285K -$89.4K -957 -26%
3IP
749
3Chopt Investment Partners
Virginia
$281K +$252K +2,696 New
IAN
750
Integrated Advisors Network
Texas
$281K -$160K -1,718 -39%
28 29
30
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