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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
776
MQS Management
New York
$595K +$68.5K +400 +11%
HAIM
777
Hunter Associates Investment Management
Pennsylvania
$594K – – –
CTA
778
Colonial Trust Advisors
South Carolina
$594K +$19.7K +115 +3%
LA
779
LVW Advisors
New York
$593K -$47.7K -279 -6%
QCG
780
Quadrant Capital Group
Ohio
$590K +$3.59K +21 +0.5%
EWM
781
Evercore Wealth Management
New York
$583K – – –
PCIA
782
Prime Capital Investment Advisors
Kansas
$582K +$689K +4,024 New
WFA
783
Wipfli Financial Advisors
Wisconsin
$580K +$687K +4,015 New
IAA
784
Independent Advisor Alliance
North Carolina
$579K -$123K -717 -15%
CA
785
Clearstead Advisors
Ohio
$578K -$96.2K -562 -12%
AIS
786
American Investment Services
Massachusetts
$577K -$72.7K -425 -10%
OPS
787
Orion Portfolio Solutions
Nebraska
$575K +$33K +193 +5%
LAIC
788
Lederer & Associates Investment Counsel
California
$568K +$3.77K +22 +0.6%
VWA
789
V Wealth Advisors
Kansas
$560K +$90.7K +530 +16%
MGIA
790
Moneta Group Investment Advisors
Missouri
$559K -$100K -587 -13%
SCF
791
Sante Capital Fund
Texas
$548K +$648K +3,789 New
CI
792
Conning Inc
Connecticut
$545K -$49.8K -291 -7%
CT
793
Columbia Trust
Oregon
$544K +$34.1K +199 +6%
BTWM
794
Baker Tilly Wealth Management
Wisconsin
$540K -$52.4K -306 -8%
AF
795
Advisornet Financial
Minnesota
$538K -$14K -82 -2%
HWM
796
HB Wealth Management
Georgia
$537K +$78K +456 +14%
FBT
797
First Bankers Trust
Kentucky
$530K – – –
WTA
798
Washington Trust Advisors
Massachusetts
$530K – – –
MMPW
799
Mitchell McLeod Pugh & Williams
Alabama
$526K +$51.2K +299 +9%
SBL
800
Sargent Bickham Lagudis
Colorado
$525K -$9.07K -53 -1%
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