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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
751
McDonald Partners
Ohio
$458K -$9.25K -85 -2%
AAM
752
AR Asset Management
California
$455K +$152K +1,400 +48%
VWA
753
Visionary Wealth Advisors
Illinois
$451K +$11.6K +107 +3%
PCM
754
Parsons Capital Management
Rhode Island
$451K -$5K -46 -1%
MAM
755
Montchanin Asset Management
Delaware
$451K +$463K +4,260 New
STA
756
Summit Trail Advisors
New York
$446K +$22.3K +205 +5%
CAM
757
Cresset Asset Management
Illinois
$444K -$202K -1,856 -31%
NC
758
NovaPoint Capital
Georgia
$443K -$99K -910 -18%
BFO
759
Biltmore Family Office
North Carolina
$442K +$6.74K +62 +2%
LSA
760
Lion Street Advisors
Texas
$439K – – –
CSC
761
Caldwell Sutter Capital
California
$433K +$31.2K +287 +8%
IWA
762
IVC Wealth Advisors
Pennsylvania
$432K +$444K +4,081 New
CCM
763
Chiron Capital Management
Florida
$431K +$18.3K +168 +4%
PA
764
Pinnacle Associates
New York
$430K +$203K +1,864 +85%
EA
765
Ellsworth Advisors
Ohio
$429K +$66.2K +609 +16%
BBHC
766
Brown Brothers Harriman & Co
New York
$426K -$26.3K -242 -6%
AF
767
Allworth Financial
California
$425K +$51.1K +470 +13%
NEI
768
Northwest & Ethical Investments
Ontario, Canada
$425K +$85.7K +788 +24%
AC
769
Avenir Corporation
Virginia
$424K – – –
FFN
770
Focus Financial Network
Minnesota
$423K +$487K +4,481 New
PTC
771
Private Trust Company
Ohio
$422K -$15.6K -143 -3%
LAIC
772
Lederer & Associates Investment Counsel
California
$419K +$52.2K +480 +14%
BF
773
BOK Financial
Oklahoma
$417K +$88.7K +815 +26%
IAA
774
Independent Advisor Alliance
North Carolina
$415K -$109K -1,004 -20%
QPWM
775
Quadrant Private Wealth Management
Pennsylvania
$411K +$326 +3 +0.1%
29 30
31
32 33