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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
776
American Investment Services
Massachusetts
$542K – – –
IAIM
777
International Assets Investment Management
Florida
$541K +$65.8K +476 +13%
HAIM
778
Hunter Associates Investment Management
Pennsylvania
$541K -$10.4K -75 -2%
AF
779
Advisornet Financial
Minnesota
$541K -$968 -7 -0.2%
CANY
780
Caxton Associates (New York)
New York
$539K +$287K +2,078 +106%
BOPW
781
Brandywine Oak Private Wealth
Pennsylvania
$530K -$43.5K -315 -7%
CTA
782
Colonial Trust Advisors
South Carolina
$529K -$20.9K -151 -4%
BCM
783
Brookstone Capital Management
Illinois
$528K +$32.9K +238 +6%
RMC
784
Resources Management Corp
Connecticut
$526K +$1.93M +13,995 New
RB
785
Renasant Bank
Mississippi
$525K -$8.16K -59 -1%
BFO
786
Biltmore Family Office
North Carolina
$525K -$210K -1,521 -28%
BTWM
787
Baker Tilly Wealth Management
Wisconsin
$523K +$131K +950 +32%
JWCA
788
J.W. Cole Advisors
Florida
$522K +$46.2K +334 +9%
AAIM
789
American Assets Investment Management
California
$521K +$63.5K +459 +13%
BW
790
Bison Wealth
Georgia
$520K -$224K -1,622 -27%
PP
791
Patron Partners
Texas
$519K -$341K -2,464 -39%
CGL
792
Clarius Group LLC
Washington
$519K -$11.8K -85 -2%
IFWM
793
Institute for Wealth Management
Colorado
$516K -$20K -145 -4%
MAWCM
794
Mine & Arao Wealth Creation & Management
California
$515K +$30.8K +223 +6%
IAN
795
Integrated Advisors Network
Texas
$513K +$6.64K +48 +1%
BIM
796
Baldwin Investment Management
Pennsylvania
$507K -$218K -1,578 -29%
VFA
797
Values First Advisors
Tennessee
$503K -$95K -687 -15%
EWM
798
Evercore Wealth Management
New York
$502K -$19.5K -141 -4%
QT
799
Quantamental Technologies
New York
$499K -$1.13M -8,178 -69%
TCMP
800
Thrive Capital Management (Pennsylvania)
Pennsylvania
$497K +$18.1K +131 +4%
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