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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
776
Alpha Family Trust
California
$354K +$173K +1,670 +77%
SFA
777
Sequoia Financial Advisors
Ohio
$353K +$67.4K +651 +20%
QCG
778
Quadrant Capital Group
Ohio
$350K +$45.4K +438 +13%
CSC
779
Caldwell Sutter Capital
California
$349K +$56.9K +549 +17%
BFO
780
Biltmore Family Office
North Carolina
$347K – – –
SW
781
SVB Wealth
Massachusetts
$346K -$30.3K -292 -7%
CTC
782
Central Trust Company
Missouri
$344K -$104 -1 -0%
EB
783
Eastern Bank
Massachusetts
$342K -$290K -2,798 -43%
IFWM
784
Institute for Wealth Management
Colorado
$341K -$1.97K -19 -0.5%
KA
785
Kovack Advisors
Florida
$339K +$382K +3,688 New
DWT
786
Dorsey & Whitney Trust
South Dakota
$338K -$154K -1,483 -29%
WTA
787
Washington Trust Advisors
Massachusetts
$338K – – –
HSA
788
HBK Sorce Advisory
Pennsylvania
$335K +$25.8K +249 +7%
TCMP
789
Thrive Capital Management (Pennsylvania)
Pennsylvania
$334K +$4.04K +39 +1%
GKWIM
790
Gerber Kawasaki Wealth & Investment Management
California
$334K -$819K -7,902 -69%
NP
791
NorthRock Partners
Minnesota
$333K +$141K +1,357 +60%
SFP
792
Shepherd Financial Partners
Massachusetts
$331K +$372K +3,591 New
TNA
793
True North Advisors
Texas
$329K -$100K -965 -21%
IIM
794
InTrack Investment Management
Vermont
$328K -$167K -1,611 -31%
YIH
795
Y-Intercept (HK)
Hong Kong
$327K -$758K -7,321 -67%
SC
796
Savant Capital
Illinois
$327K +$32.1K +310 +10%
MW
797
Marcum Wealth
Ohio
$326K -$166K -1,599 -31%
IA
798
IFP Advisors
Florida
$326K -$61.2K -591 -14%
PFA
799
Pathway Financial Advisers
Indiana
$325K +$366K +3,536 New
AF
800
Allworth Financial
California
$325K -$38.4K -371 -10%
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