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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
826
Lion Street Advisors
Texas
$619K – – –
SFA
827
Sequoia Financial Advisors
Ohio
$619K +$547K +2,963 New
AF
828
Allworth Financial
California
$618K +$9.05K +49 +2%
EN1L
829
Engine No 1 LLC
California
$617K +$114K +620 +27%
OCG
830
Opus Capital Group
Ohio
$615K – – –
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$613K +$17K +92 +3%
CAM
832
Campion Asset Management
Virginia
$610K +$33.2K +180 +7%
RIA
833
Realta Investment Advisors
Delaware
$608K +$187K +1,012 +53%
SAM
834
Sequent Asset Management
Texas
$607K +$185 +1 +0%
NSAM
835
North Star Asset Management
Wisconsin
$606K -$4.62K -25 -0.9%
QPWM
836
Quadrant Private Wealth Management
Pennsylvania
$604K +$2.03K +11 +0.4%
EGM
837
Engineers Gate Manager
New York
$603K -$2.11M -11,400 -80%
SCM
838
Shelton Capital Management
Colorado
$602K +$19.6K +106 +4%
HC
839
Hamilton Capital
Ohio
$598K +$529K +2,866 New
PFBT
840
Parkside Financial Bank & Trust
Missouri
$597K +$306K +1,658 +138%
SFFS
841
Stonehage Fleming Financial Services
Jersey
$595K – – –
CPA
842
Court Place Advisors
Maryland
$594K – – –
FWP
843
FAS Wealth Partners
Kansas
$593K +$304K +1,648 +138%
NP
844
NorthRock Partners
Minnesota
$592K +$83.5K +452 +19%
AIM
845
Anchor Investment Management
South Carolina
$592K – – –
AAIM
846
American Assets Investment Management
California
$589K – – –
QI
847
Qtron Investments
Massachusetts
$586K – – –
WT
848
Whittier Trust
California
$586K +$89K +482 +21%
MCA
849
Magnolia Capital Advisors
Mississippi
$585K +$9.79K +53 +2%
NFG
850
Next Financial Group
Texas
$579K +$26.4K +143 +5%
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