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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
801
Wealthcare Advisory Partners
Pennsylvania
$217K -$235K -2,324 -52%
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$216K +$12.7K +125 +6%
FHA
803
Flagship Harbor Advisors
Massachusetts
$215K -$708 -7 -0.3%
TF
804
Tompkins Financial
New York
$213K – – –
MC
805
Moors & Cabot
Massachusetts
$213K -$56.8K -561 -21%
OBGC
806
O'Brien Greene & Co
Pennsylvania
$212K +$506 +5 +0.2%
CC
807
Corton Capital
Ontario, Canada
$212K +$209K +2,062 New
VWA
808
Visionary Wealth Advisors
Illinois
$211K -$9.72K -96 -4%
WT
809
Whittier Trust
California
$210K +$11K +109 +6%
PMG
810
ProVise Management Group
Florida
$209K +$2.33K +23 +1%
EW
811
Evoke Wealth
California
$209K +$205K +2,030 New
YLHM
812
Yelin Lapidot Holdings Management
Israel
$208K -$2.94K -29 -1%
IA
813
IFP Advisors
Florida
$207K -$106K -1,051 -43%
CI
814
Conning Inc
Connecticut
$207K -$12.6K -124 -6%
PCG
815
Prosperity Consulting Group
Maryland
$206K – – –
TA
816
Townsend & Associates
Colorado
$206K +$187K +1,852 New
MFG
817
Mosaic Financial Group
Illinois
$206K +$4.35K +43 +2%
SMH
818
Sanders Morris Harris
Texas
$205K – – –
SCM
819
Sandler Capital Management
New York
$205K +$202K +2,000 New
AWM
820
Ariadne Wealth Management
California
$205K -$810 -8 -0.4%
IC
821
IEQ Capital
California
$202K -$2.27M -22,475 -92%
PI
822
PFG Investments
New York
$201K -$2.02K -20 -1%
LAM
823
L2 Asset Management
Massachusetts
$201K +$198K +1,960 New
JIC
824
Joel Isaacson & Co
New York
$201K -$8.3K -82 -4%
CWP
825
Cyndeo Wealth Partners
Florida
$201K +$101 +1 +0.1%
31 32
33
34 35