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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
776
Fund Management at Engine No 1
California
$602K -$35.9K -210 -5%
EFS
777
Essex Financial Services
Connecticut
$600K +$2.05K +12 +0.3%
O
778
Ossiam
France
$596K -$7M -40,877 -91%
PP
779
Peconic Partners
New York
$596K – – –
PWS
780
Peterson Wealth Services
Utah
$596K +$189K +1,105 +37%
MM
781
MQS Management
New York
$595K +$68.5K +400 +11%
HAIM
782
Hunter Associates Investment Management
Pennsylvania
$594K – – –
CTA
783
Colonial Trust Advisors
South Carolina
$594K +$19.7K +115 +3%
LA
784
LVW Advisors
New York
$593K -$47.7K -279 -6%
QCG
785
Quadrant Capital Group
Ohio
$590K +$3.59K +21 +0.5%
EWM
786
Evercore Wealth Management
New York
$583K – – –
PCIA
787
Prime Capital Investment Advisors
Kansas
$582K +$689K +4,024 New
WFA
788
Wipfli Financial Advisors
Wisconsin
$580K +$687K +4,015 New
IAA
789
Independent Advisor Alliance
North Carolina
$579K -$123K -717 -15%
CA
790
Clearstead Advisors
Ohio
$578K -$96.2K -562 -12%
AIS
791
American Investment Services
Massachusetts
$577K -$72.7K -425 -10%
OPS
792
Orion Portfolio Solutions
Nebraska
$575K +$33K +193 +5%
LAIC
793
Lederer & Associates Investment Counsel
California
$568K +$3.77K +22 +0.6%
VWA
794
V Wealth Advisors
Kansas
$560K +$90.7K +530 +16%
MGIA
795
Moneta Group Investment Advisors
Missouri
$559K -$100K -587 -13%
SCF
796
Sante Capital Fund
Texas
$548K +$648K +3,789 New
CI
797
Conning Inc
Connecticut
$545K -$49.8K -291 -7%
CT
798
Columbia Trust
Oregon
$544K +$34.1K +199 +6%
BTWM
799
Baker Tilly Wealth Management
Wisconsin
$540K -$52.4K -306 -8%
AF
800
Advisornet Financial
Minnesota
$538K -$14K -82 -2%
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