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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
751
EP Wealth Advisors
California
$608K +$117K +731 +26%
AWM
752
Altium Wealth Management
New York
$608K +$154K +959 +37%
CRC
753
Curi RMB Capital
Illinois
$599K -$95.3K -595 -15%
LA
754
LVW Advisors
New York
$595K +$204K +1,274 +58%
BIAS
755
Beacon Investment Advisory Services
New Jersey
$592K -$5.42M -33,859 -91%
AF
756
Advisornet Financial
Minnesota
$592K -$70.2K -438 -11%
LAIC
757
Lederer & Associates Investment Counsel
California
$591K -$1.76K -11 -0.3%
CWM
758
Calamos Wealth Management
Illinois
$589K -$478K -2,985 -47%
HI
759
Harbour Investments
Wisconsin
$586K +$546K +3,407 New
I
760
INVST
Indiana
$581K +$48.1K +300 +11%
BW
761
Bison Wealth
Georgia
$580K +$159K +994 +42%
BOH
762
Bank of Hawaii
Hawaii
$577K -$1.16M -7,223 -68%
ECM
763
Evergreen Capital Management
Washington
$576K +$536K +3,347 New
BOPW
764
Brandywine Oak Private Wealth
Pennsylvania
$568K – – –
MAFM
765
Mid Atlantic Financial Management
Pennsylvania
$566K -$133K -833 -20%
MAM
766
Meeder Asset Management
Ohio
$566K +$171K +1,069 +48%
EAMA
767
EFG Asset Management (Americas)
Florida
$563K -$536K -3,345 -51%
LWM
768
Loveless Wealth Management
Montana
$563K +$3.2K +20 +0.6%
CGL
769
Clarius Group LLC
Washington
$559K +$56.9K +355 +12%
MWM
770
Minot Wealth Management
Massachusetts
$555K -$579K -3,615 -53%
SFP
771
Shepherd Financial Partners
Massachusetts
$555K -$21.8K -136 -4%
JIC
772
Johnson Investment Counsel
Ohio
$553K +$1.28K +8 +0.2%
MMPW
773
Mitchell McLeod Pugh & Williams
Alabama
$553K +$12.3K +77 +2%
SDWMA
774
Schneider Downs Wealth Management Advisors
Pennsylvania
$552K +$311K +1,940 +153%
WC
775
Wexford Capital
Florida
$551K +$96.1K +600 +23%
29 30
31
32 33