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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
826
Herold Advisors
New York
$530K +$592K +3,060 New
JWCA
827
J.W. Cole Advisors
Florida
$526K -$25.1K -130 -4%
ST
828
Smithfield Trust
Pennsylvania
$525K +$299K +1,545 +105%
ETC
829
Exchange Traded Concepts
Oklahoma
$525K +$566K +2,930 +2,930%
BP
830
BBR Partners
New York
$521K +$222K +1,146 +62%
CT
831
Chicago Trust
Illinois
$519K +$2.9K +15 +0.5%
LSA
832
Lion Street Advisors
Texas
$517K +$577K +2,986 New
PCA
833
Pallas Capital Advisors
Massachusetts
$515K +$121K +628 +29%
OFS
834
OneAscent Financial Services
Alabama
$514K +$573K +2,966 New
OCG
835
Opus Capital Group
Ohio
$511K -$167K -865 -23%
NSAM
836
North Star Asset Management
Wisconsin
$508K – – –
AF
837
Allworth Financial
California
$505K +$282K +1,459 +100%
CG
838
Cutler Group
California
$505K +$542K +2,805 +2,461%
SXL
839
Summit X LLC
Missouri
$504K -$967 -5 -0.2%
SAM
840
Sequent Asset Management
Texas
$504K +$193 +1 +0%
SFFS
841
Stonehage Fleming Financial Services
Jersey
$503K – – –
QPWM
842
Quadrant Private Wealth Management
Pennsylvania
$499K – – –
GT
843
Glenview Trust
Kentucky
$497K – – –
WSCM
844
Wellington Shields Capital Management
New York
$493K -$67.7K -350 -11%
PWPS
845
Pinnacle Wealth Planning Services
Ohio
$493K -$36.7K -190 -6%
CPA
846
Court Place Advisors
Maryland
$493K – – –
AIM
847
Anchor Investment Management
South Carolina
$492K +$19.3K +100 +4%
AAIM
848
American Assets Investment Management
California
$489K +$546K +2,823 New
SBIA
849
Sheaff Brock Investment Advisors
Indiana
$488K -$6.77K -35 -1%
BW
850
Bison Wealth
Georgia
$488K +$1.74K +9 +0.3%
32 33
34
35 36