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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
776
American Assets Investment Management
California
$551K +$513K +3,201 New
WSCM
777
Wellington Shields Capital Management
New York
$549K -$785K -4,900 -61%
OFS
778
OneAscent Financial Services
Alabama
$547K +$29.3K +183 +6%
BCM
779
BTC Capital Management
Iowa
$544K – – –
BO
780
Bank OZK
Arkansas
$544K +$48.1K +300 +10%
CAM
781
Campion Asset Management
Virginia
$538K +$501K +3,125 New
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$537K -$65.8K -411 -12%
LWM
783
Laidlaw Wealth Management
New York
$537K +$35.2K +220 +8%
UH
784
Unigestion Holding
Switzerland
$536K – – –
SS
785
Simplicity Solutions
Minnesota
$534K -$1.91M -11,902 -79%
CCM
786
Compton Capital Management
Rhode Island
$534K +$16K +100 +3%
MC
787
Middleton & Co
Massachusetts
$532K +$31.2K +195 +7%
1W
788
1776 Wealth
Georgia
$531K +$35.4K +221 +8%
TFA
789
Teamwork Financial Advisors
Texas
$529K -$274K -1,713 -36%
SFFS
790
Stonehage Fleming Financial Services
Jersey
$524K – – –
BJL
791
Brighton Jones LLC
Washington
$521K +$93.6K +584 +24%
RC
792
RegentAtlantic Capital
New Jersey
$520K +$179K +1,120 +59%
SBL
793
Sargent Bickham Lagudis
Colorado
$519K +$42K +262 +10%
VCM
794
Virtue Capital Management
Tennessee
$518K -$118K -737 -20%
MOS
795
MGO One Seven
Ohio
$517K +$25.3K +158 +6%
RCAG
796
Rehmann Capital Advisory Group
Michigan
$516K -$20.8K -130 -4%
KA
797
Kovack Advisors
Florida
$516K +$126K +784 +35%
ST
798
Smithfield Trust
Pennsylvania
$514K – – –
EI
799
Ethic Inc
New York
$509K +$15.7K +98 +3%
BAM
800
Barrett Asset Management
New York
$508K – – –
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