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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
776
Shepherd Financial Partners
Massachusetts
$555K -$21.8K -136 -4%
JIC
777
Johnson Investment Counsel
Ohio
$553K +$1.28K +8 +0.2%
MMPW
778
Mitchell McLeod Pugh & Williams
Alabama
$553K +$12.3K +77 +2%
SDWMA
779
Schneider Downs Wealth Management Advisors
Pennsylvania
$552K +$311K +1,940 +153%
WC
780
Wexford Capital
Florida
$551K +$96.1K +600 +23%
AAIM
781
American Assets Investment Management
California
$551K +$513K +3,201 New
WSCM
782
Wellington Shields Capital Management
New York
$549K -$785K -4,900 -61%
OFS
783
OneAscent Financial Services
Alabama
$547K +$29.3K +183 +6%
BCM
784
BTC Capital Management
Iowa
$544K – – –
BO
785
Bank OZK
Arkansas
$544K +$48.1K +300 +10%
CAM
786
Campion Asset Management
Virginia
$538K +$501K +3,125 New
PWPS
787
Pinnacle Wealth Planning Services
Ohio
$537K -$65.8K -411 -12%
LWM
788
Laidlaw Wealth Management
New York
$537K +$35.2K +220 +8%
UH
789
Unigestion Holding
Switzerland
$536K – – –
SS
790
Simplicity Solutions
Minnesota
$534K -$1.91M -11,902 -79%
CCM
791
Compton Capital Management
Rhode Island
$534K +$16K +100 +3%
MC
792
Middleton & Co
Massachusetts
$532K +$31.2K +195 +7%
1W
793
1776 Wealth
Georgia
$531K +$35.4K +221 +8%
TFA
794
Teamwork Financial Advisors
Texas
$529K -$274K -1,713 -36%
SFFS
795
Stonehage Fleming Financial Services
Jersey
$524K – – –
BJL
796
Brighton Jones LLC
Washington
$521K +$93.6K +584 +24%
RC
797
RegentAtlantic Capital
New Jersey
$520K +$179K +1,120 +59%
SBL
798
Sargent Bickham Lagudis
Colorado
$519K +$42K +262 +10%
VCM
799
Virtue Capital Management
Tennessee
$518K -$118K -737 -20%
MOS
800
MGO One Seven
Ohio
$517K +$25.3K +158 +6%
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