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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
776
Phocas Financial Corp
California
$750K +$23.5K +132 +3%
CGL
777
Clarius Group LLC
Washington
$746K – – –
BTWM
778
Baker Tilly Wealth Management
Wisconsin
$739K -$88.6K -498 -11%
CTA
779
Colonial Trust Advisors
South Carolina
$738K -$12.5K -70 -2%
FAM
780
Fulcrum Asset Management
United Kingdom
$733K – – –
MAG
781
MRA Advisory Group
New Jersey
$730K +$72.1K +405 +11%
SFA
782
Sequoia Financial Advisors
Ohio
$730K +$176K +991 +33%
ATPW
783
Ashton Thomas Private Wealth
Arizona
$720K +$694K +3,898 New
M
784
Mirova
France
$714K -$11.2K -63 -2%
MOS
785
MGO One Seven
Ohio
$705K -$890 -5 -0.1%
TAIM
786
TD Ameritrade Investment Management
Nebraska
$701K +$39K +219 +6%
CCM
787
Coldstream Capital Management
Washington
$700K -$98.4K -553 -13%
NF
788
NTB Financial
Colorado
$695K +$403K +2,263 +151%
LWM
789
Laidlaw Wealth Management
New York
$691K +$21.2K +119 +3%
FBT
790
First Bankers Trust
Kentucky
$690K -$23.7K -133 -3%
OTL
791
Oak Thistle LLC
New York
$690K +$665K +3,737 New
ECM
792
Evergreen Capital Management
Washington
$685K +$4.98K +28 +0.8%
QCG
793
Quadrant Capital Group
Ohio
$681K -$20.3K -114 -3%
NWM
794
Nauset Wealth Management
Connecticut
$680K -$13K -73 -2%
WTA
795
Washington Trust Advisors
Massachusetts
$680K – – –
OPS
796
Orion Portfolio Solutions
Nebraska
$679K +$15.3K +86 +2%
DWT
797
Dorsey & Whitney Trust
South Dakota
$679K +$121K +679 +23%
AA
798
ALPS Advisors
Colorado
$677K -$7.12K -40 -1%
CT
799
Columbia Trust
Oregon
$677K +$76.7K +431 +14%
IF
800
Intrua Financial
Texas
$676K +$39.7K +223 +6%
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