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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
751
Hills Bank & Trust
Iowa
$628K -$16K -100 -3%
IWC
752
Integrated Wealth Concepts
Massachusetts
$626K -$97.6K -609 -14%
HVP
753
Hudson Value Partners
Florida
$621K +$52.1K +325 +10%
BFO
754
Biltmore Family Office
North Carolina
$610K – – –
FWM
755
Foresight Wealth Management
Utah
$609K +$209K +1,304 +58%
EWA
756
EP Wealth Advisors
California
$608K +$117K +731 +26%
AWM
757
Altium Wealth Management
New York
$608K +$154K +959 +37%
CRC
758
Curi RMB Capital
Illinois
$599K -$95.3K -595 -15%
LA
759
LVW Advisors
New York
$595K +$204K +1,274 +58%
BIAS
760
Beacon Investment Advisory Services
New Jersey
$592K -$5.42M -33,859 -91%
AF
761
Advisornet Financial
Minnesota
$592K -$70.2K -438 -11%
LAIC
762
Lederer & Associates Investment Counsel
California
$591K -$1.76K -11 -0.3%
CWM
763
Calamos Wealth Management
Illinois
$589K -$478K -2,985 -47%
HI
764
Harbour Investments
Wisconsin
$586K +$546K +3,407 New
I
765
INVST
Indiana
$581K +$48.1K +300 +11%
BW
766
Bison Wealth
Georgia
$580K +$159K +994 +42%
BOH
767
Bank of Hawaii
Hawaii
$577K -$1.16M -7,223 -68%
ECM
768
Evergreen Capital Management
Washington
$576K +$536K +3,347 New
BOPW
769
Brandywine Oak Private Wealth
Pennsylvania
$568K – – –
MAFM
770
Mid Atlantic Financial Management
Pennsylvania
$566K -$133K -833 -20%
MAM
771
Meeder Asset Management
Ohio
$566K +$171K +1,069 +48%
EAMA
772
EFG Asset Management (Americas)
Florida
$563K -$536K -3,345 -51%
LWM
773
Loveless Wealth Management
Montana
$563K +$3.2K +20 +0.6%
CGL
774
Clarius Group LLC
Washington
$559K +$56.9K +355 +12%
MWM
775
Minot Wealth Management
Massachusetts
$555K -$579K -3,615 -53%
29 30
31
32 33