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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Sequent Asset Management
Texas
$567K – – –
HCM
802
HMS Capital Management
Tennessee
$566K +$543K +2,901 New
SFFS
803
Stonehage Fleming Financial Services
Jersey
$565K -$37.6K -201 -7%
QPWM
804
Quadrant Private Wealth Management
Pennsylvania
$562K – – –
FHC
805
First Horizon Corporation
Tennessee
$559K – – –
GT
806
Glenview Trust
Kentucky
$559K +$3K +16 +0.6%
SCM
807
Shelton Capital Management
Colorado
$558K – – –
FC
808
FORA Capital
Florida
$557K +$535K +2,857 New
SBIA
809
Sheaff Brock Investment Advisors
Indiana
$556K -$11K -59 -2%
SFA
810
Sequoia Financial Advisors
Ohio
$556K +$204K +1,089 +62%
CPA
811
Court Place Advisors
Maryland
$555K – – –
SC
812
Scholtz & Company
Connecticut
$555K – – –
BW
813
Bison Wealth
Georgia
$548K -$105K -559 -17%
VCM
814
Virtue Capital Management
Tennessee
$548K -$37.6K -201 -7%
BA
815
Bristlecone Advisors
Washington
$543K +$46.8K +250 +10%
CAM
816
Campion Asset Management
Virginia
$538K -$69.3K -370 -12%
C
817
Certuity
Florida
$538K +$12.2K +65 +2%
WCM
818
Weld Capital Management
New York
$538K +$516K +2,756 New
PIA
819
Pinion Investment Advisors
Kansas
$534K +$1.12K +6 +0.2%
AIM
820
Anchor Investment Management
South Carolina
$534K -$11.2K -60 -2%
BCM
821
BTC Capital Management
Iowa
$533K -$80.5K -430 -14%
TAM
822
Tocqueville Asset Management
New York
$531K -$37.4K -200 -7%
PA
823
PFG Advisors
Arizona
$528K -$18.3K -98 -3%
TW
824
Transform Wealth
Colorado
$528K +$12.2K +65 +2%
JFGLC
825
Johnson Financial Group LLC (Colorado)
Colorado
$527K +$120K +640 +31%
31 32
33
34 35