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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
801
Level Four Advisory Services
Texas
$496K -$86.8K -628 -14%
CAG
802
Csenge Advisory Group
Florida
$493K -$6.36K -46 -1%
WTA
803
Washington Trust Advisors
Massachusetts
$491K – – –
MCM
804
Monument Capital Management
Virginia
$489K -$410K -2,963 -45%
3IP
805
3Chopt Investment Partners
Virginia
$487K +$40.2K +291 +9%
LSA
806
Lion Street Advisors
Texas
$486K +$89K +644 +22%
KMWM
807
Keudell/Morrison Wealth Management
Oregon
$484K -$44.8K -324 -8%
CAAS
808
Capital Asset Advisory Services
Michigan
$479K +$5.94K +43 +1%
TWM
809
Thrive Wealth Management
Pennsylvania
$476K +$176K +1,276 +56%
WTC
810
WhitTier Trust Company
Nevada
$475K +$195K +1,411 +66%
SFA
811
Sequoia Financial Advisors
Ohio
$471K -$3.46K -25 -0.7%
PCM
812
Parsons Capital Management
Rhode Island
$470K -$143K -1,032 -23%
CA
813
Clearstead Advisors
Ohio
$469K -$38.8K -281 -7%
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$468K +$138K +1,000 +40%
LWM
815
Laidlaw Wealth Management
New York
$467K -$2.63K -19 -0.5%
HVP
816
Hudson Value Partners
Florida
$466K +$62.2K +450 +15%
JCM
817
Jacobi Capital Management
Pennsylvania
$463K +$42.3K +306 +10%
BFS
818
Bard Financial Services
Connecticut
$460K – – –
UAS
819
United Asset Strategies
New York
$460K -$771K -5,580 -62%
MMPW
820
Mitchell McLeod Pugh & Williams
Alabama
$460K -$4.15K -30 -0.9%
IFG
821
Independent Financial Group
California
$459K -$415K -3,003 -47%
NERM
822
New England Research & Management
Illinois
$458K – – –
CT
823
Columbia Trust
Oregon
$458K +$13.7K +99 +3%
SFP
824
Shepherd Financial Partners
Massachusetts
$457K +$553 +4 +0.1%
WT
825
Whittier Trust
California
$454K +$44.1K +319 +10%
31 32
33
34 35