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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
801
Platte River Wealth Advisors
Colorado
$250K +$228K +1,670 New
LWM
802
Laidlaw Wealth Management
New York
$249K +$239K +1,749 New
PCG
803
Private Capital Group
Connecticut
$246K -$18.4K -135 -7%
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$246K +$5.87K +43 +3%
SFG
805
Summit Financial Group
West Virginia
$245K – – –
I
806
INVST
Indiana
$244K -$1.23K -9 -0.5%
SNT
807
Security National Trust
West Virginia
$244K +$6.96K +51 +3%
EH
808
Employers Holdings
Nevada
$243K – – –
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K – – –
EGA
810
E&G Advisors
Texas
$242K +$27.3K +200 +13%
AWM
811
Altium Wealth Management
New York
$240K +$23.6K +173 +11%
SFI
812
SPC Financial Inc
Maryland
$239K -$26.3K -193 -10%
DIA
813
Dean Investment Associates
Ohio
$238K – – –
WI
814
Wintrust Investments
Illinois
$237K +$25.1K +184 +12%
SW
815
SteelPeak Wealth
California
$237K +$227K +1,664 New
PFPT
816
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$13.4K +98 +6%
GVAG
817
Great Valley Advisor Group
Delaware
$236K +$16.9K +124 +8%
RPWA
818
Regent Peak Wealth Advisors
Georgia
$236K +$227K +1,664 New
LNC
819
Lincoln National Corp
Pennsylvania
$235K -$39.2K -287 -15%
BP
820
Ballentine Partners
Massachusetts
$235K +$1.36K +10 +0.6%
BBNA
821
Bremer Bank National Association
Minnesota
$233K -$19.4K -142 -8%
CWP
822
Capital Wealth Planning
Florida
$233K +$224K +1,641 New
WT
823
Whittier Trust
California
$230K +$11.1K +81 +5%
MAFM
824
Mid Atlantic Financial Management
Pennsylvania
$227K -$40.1K -294 -16%
BHIA
825
Birch Hill Investment Advisors
Massachusetts
$227K – – –
31 32
33
34 35