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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Salvus Wealth Management
New Jersey
$655K +$30.6K +179 +4%
CFCI
752
Comprehensive Financial Consultants Institutional
Indiana
$653K +$76.7K +448 +10%
KPWS
753
Kestra Private Wealth Services
Texas
$648K +$767K +4,481 New
SVWAG
754
Sound View Wealth Advisors Group
Georgia
$644K -$48.6K -284 -6%
IIM
755
InTrack Investment Management
Vermont
$630K +$62.3K +364 +9%
RG
756
Rathbones Group
United Kingdom
$629K +$745K +4,354 New
HCA
757
Harbour Capital Advisors
Virginia
$627K – – –
FDS
758
Freedom Day Solutions
Texas
$624K -$1.97M -11,534 -73%
EAM
759
Erste Asset Management
Austria
$621K +$60.8K +355 +9%
IB
760
Intrust Bank
Kansas
$620K +$12.8K +75 +2%
DWT
761
Dorsey & Whitney Trust
South Dakota
$619K +$65.5K +383 +10%
BBL
762
Beck Bode LLC
Massachusetts
$617K -$54.6K -319 -7%
RC
763
RegentAtlantic Capital
New Jersey
$615K -$25.8K -151 -3%
MP
764
McDonald Partners
Ohio
$615K +$29.1K +170 +4%
PTC
765
Private Trust Company
Ohio
$615K +$172K +1,007 +31%
GWM
766
Gray Wealth Management
Maine
$613K -$23.3K -136 -3%
CFAM
767
Center For Asset Management
Florida
$612K +$109K +636 +18%
ECM
768
Evergreen Capital Management
Washington
$611K +$47.4K +277 +7%
BEI
769
Benjamin Edwards Inc
Missouri
$607K +$12.3K +72 +2%
RMDI
770
R.M. Davis Inc
Maine
$606K +$718K +4,194 New
FMAEN1
771
Fund Management at Engine No 1
California
$602K -$35.9K -210 -5%
EFS
772
Essex Financial Services
Connecticut
$600K +$2.05K +12 +0.3%
O
773
Ossiam
France
$596K -$7M -40,877 -91%
PP
774
Peconic Partners
New York
$596K – – –
PWS
775
Peterson Wealth Services
Utah
$596K +$189K +1,105 +37%
29 30
31
32 33