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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$562K +$2.6K +16 +0.5%
WB
752
Webster Bank
Connecticut
$558K +$293K +1,805 +106%
HCM
753
Hollencrest Capital Management
California
$557K -$29.2K -180 -5%
GJCM
754
Grand Jean Capital Management
California
$557K +$568K +3,500 New
LAIC
755
Lederer & Associates Investment Counsel
California
$549K +$13.9K +86 +3%
SFP
756
Shepherd Financial Partners
Massachusetts
$536K +$162 +1 +0%
BOPW
757
Brandywine Oak Private Wealth
Pennsylvania
$525K – – –
BAM
758
Belpointe Asset Management
Nevada
$519K +$5.51K +34 +1%
4WM
759
44 Wealth Management
Oregon
$519K +$529K +3,261 New
LWM
760
Loveless Wealth Management
Montana
$517K +$95.7K +590 +22%
HVP
761
Hudson Value Partners
Florida
$514K +$533K +3,285 New
CRWM
762
Castle Rock Wealth Management
California
$513K +$48.2K +297 +10%
JIC
763
Johnson Investment Counsel
Ohio
$510K +$31K +191 +6%
MYIA
764
Mount Yale Investment Advisors
Colorado
$508K -$810K -4,993 -61%
IAA
765
Independent Advisor Alliance
North Carolina
$506K -$294K -1,810 -36%
BCM
766
BTC Capital Management
Iowa
$503K +$209K +1,287 +69%
IAIM
767
International Assets Investment Management
Florida
$502K +$163K +1,005 +47%
KA
768
Kercheville Advisors
Texas
$501K +$508K +3,133 New
MMPW
769
Mitchell McLeod Pugh & Williams
Alabama
$499K -$114K -701 -18%
RCAG
770
Rehmann Capital Advisory Group
Michigan
$497K +$3.08K +19 +0.6%
UH
771
Unigestion Holding
Switzerland
$496K +$505K +3,114 New
WI
772
WrapManager Inc
California
$486K +$276K +1,701 +126%
SFFS
773
Stonehage Fleming Financial Services
Jersey
$479K – – –
FHB
774
First Hawaiian Bank
Hawaii
$478K +$2.92K +18 +0.6%
CCM
775
Compton Capital Management
Rhode Island
$478K +$16.2K +100 +3%
29 30
31
32 33