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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
776
Covenant Multifamily Offices
Texas
$623K – – –
EAMA
777
EFG Asset Management (Americas)
Florida
$622K +$37.7K +195 +6%
CWM
778
Chesapeake Wealth Management
Virginia
$619K -$60.7K -314 -8%
IF
779
Intrua Financial
Texas
$619K -$20.5K -106 -3%
IB
780
Intrust Bank
Kansas
$618K +$202K +1,044 +41%
ECM
781
Evergreen Capital Management
Washington
$615K +$8.7K +45 +1%
ACM
782
Alethea Capital Management
Washington
$615K +$686K +3,547 New
BAM
783
Belpointe Asset Management
Nevada
$613K +$20.7K +107 +3%
LAIC
784
Lederer & Associates Investment Counsel
California
$613K +$44.5K +230 +7%
ESB
785
Essex Savings Bank
Connecticut
$606K -$3.48K -18 -0.6%
CRC
786
Curi RMB Capital
Illinois
$606K +$3.67K +19 +0.5%
TC
787
TownSquare Capital
Utah
$605K +$280K +1,451 +71%
WFI
788
West Family Investments
California
$601K +$48.1K +249 +8%
CGL
789
Clarius Group LLC
Washington
$599K +$23.2K +120 +4%
C
790
Certuity
Florida
$599K +$135K +700 +25%
RHBC
791
R.H. Bluestein & Co
Michigan
$598K +$27.1K +140 +4%
I
792
INVST
Indiana
$593K +$16.2K +84 +3%
MMPW
793
Mitchell McLeod Pugh & Williams
Alabama
$589K – – –
OWM
794
OneAscent Wealth Management
Alabama
$588K +$656K +3,392 New
LWM
795
Laidlaw Wealth Management
New York
$586K +$35.8K +185 +6%
FMT
796
First Mercantile Trust
Tennessee
$581K -$25.5K -132 -4%
CWM
797
Calamos Wealth Management
Illinois
$580K -$9.66K -50 -1%
PA
798
Procyon Advisors
Connecticut
$574K -$166K -860 -21%
MAFM
799
Mid Atlantic Financial Management
Pennsylvania
$574K -$78.3K -405 -11%
BCM
800
Bluefin Capital Management
New York
$572K +$638K +3,300 New
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