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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
801
Beacon Pointe Wealth Advisors
California
$253K +$4.09K +30 +2%
CL
802
CSS LLC
Illinois
$252K +$91.8K +673 +61%
PRWA
803
Platte River Wealth Advisors
Colorado
$250K +$228K +1,670 New
LWM
804
Laidlaw Wealth Management
New York
$249K +$239K +1,749 New
PCG
805
Private Capital Group
Connecticut
$246K -$18.4K -135 -7%
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$246K +$5.87K +43 +3%
SFG
807
Summit Financial Group
West Virginia
$245K – – –
I
808
INVST
Indiana
$244K -$1.23K -9 -0.5%
SNT
809
Security National Trust
West Virginia
$244K +$6.96K +51 +3%
EH
810
Employers Holdings
Nevada
$243K – – –
LWCFA
811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K – – –
EGA
812
E&G Advisors
Texas
$242K +$27.3K +200 +13%
AWM
813
Altium Wealth Management
New York
$240K +$23.6K +173 +11%
SFI
814
SPC Financial Inc
Maryland
$239K -$26.3K -193 -10%
DIA
815
Dean Investment Associates
Ohio
$238K – – –
WI
816
Wintrust Investments
Illinois
$237K +$25.1K +184 +12%
SW
817
SteelPeak Wealth
California
$237K +$227K +1,664 New
PFPT
818
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$13.4K +98 +6%
GVAG
819
Great Valley Advisor Group
Delaware
$236K +$16.9K +124 +8%
RPWA
820
Regent Peak Wealth Advisors
Georgia
$236K +$227K +1,664 New
LNC
821
Lincoln National Corp
Pennsylvania
$235K -$39.2K -287 -15%
BP
822
Ballentine Partners
Massachusetts
$235K +$1.36K +10 +0.6%
BBNA
823
Bremer Bank National Association
Minnesota
$233K -$19.4K -142 -8%
CWP
824
Capital Wealth Planning
Florida
$233K +$224K +1,641 New
WT
825
Whittier Trust
California
$230K +$11.1K +81 +5%
31 32
33
34 35