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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
801
Brandywine Oak Private Wealth
Pennsylvania
$392K -$61.5K -517 -13%
MMPW
802
Mitchell McLeod Pugh & Williams
Alabama
$391K – – –
NERM
803
New England Research & Management
Illinois
$390K – – –
PWP
804
Principle Wealth Partners
Connecticut
$388K +$405K +3,402 New
HSA
805
HBK Sorce Advisory
Pennsylvania
$386K +$6.19K +52 +2%
PP
806
Patron Partners
Texas
$386K -$58.7K -493 -13%
QCG
807
Quadrant Capital Group
Ohio
$384K -$952 -8 -0.2%
PA
808
Prossimo Advisors
California
$383K – – –
KIG
809
Kowal Investment Group
Wisconsin
$381K +$74.9K +629 +23%
MGIA
810
Moneta Group Investment Advisors
Missouri
$378K -$125K -1,053 -24%
EWM
811
Evercore Wealth Management
New York
$377K -$52.8K -444 -12%
CGL
812
Clarius Group LLC
Washington
$375K -$69.7K -586 -15%
3IP
813
3Chopt Investment Partners
Virginia
$374K -$42K -353 -10%
CAAS
814
Capital Asset Advisory Services
Michigan
$372K -$42.5K -357 -10%
LFAS
815
Level Four Advisory Services
Texas
$372K -$53.2K -447 -12%
SC
816
Savant Capital
Illinois
$369K +$197K +1,653 +104%
CSC
817
Caldwell Sutter Capital
California
$369K +$233K +1,960 +153%
HCA
818
Harbour Capital Advisors
Virginia
$367K -$234K -1,965 -38%
BO
819
Bank OZK
Arkansas
$366K +$6.19K +52 +2%
OCM
820
Orleans Capital Management
Louisiana
$365K -$16.1K -135 -4%
TCA
821
Transcend Capital Advisors
New Jersey
$364K -$647K -5,438 -63%
MLA
822
My Legacy Advisors
Oregon
$364K +$7.86K +66 +2%
SFA
823
Sequoia Financial Advisors
Ohio
$363K -$39.5K -332 -9%
HA
824
Herold Advisors
New York
$362K -$20.5K -172 -5%
RB
825
Renasant Bank
Mississippi
$357K -$93.9K -789 -20%
31 32
33
34 35