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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
826
Quantamental Technologies
New York
$580K +$351K +1,930 +127%
CI
827
Cooper Investors
Australia
$579K -$467K -2,568 -43%
AAIM
828
American Assets Investment Management
California
$578K -$193K -1,060 -24%
SFP
829
Shepherd Financial Partners
Massachusetts
$578K +$364 +2 +0.1%
SCM
830
Schnieders Capital Management
California
$574K -$515K -2,828 -45%
PIM
831
Perpetual Investment Management
Australia
$568K +$136K +750 +29%
MMPW
832
Mitchell McLeod Pugh & Williams
Alabama
$563K -$7.1K -39 -1%
VWA
833
V Wealth Advisors
Kansas
$563K +$608K +3,343 New
BFS
834
Bard Financial Services
Connecticut
$557K +$18.2K +100 +3%
CT
835
Chicago Trust
Illinois
$557K +$19.8K +109 +3%
RB
836
Renasant Bank
Mississippi
$552K -$5.64K -31 -0.9%
1W
837
1776 Wealth
Georgia
$548K – – –
HWM
838
HB Wealth Management
Georgia
$548K +$132K +728 +29%
PTC
839
Private Trust Company
Ohio
$547K +$591K +3,246 New
HI
840
Harper Investing
California
$546K +$36.2K +199 +7%
LSA
841
Lion Street Advisors
Texas
$545K +$6.37K +35 +1%
FHA
842
First Horizon Advisors
Tennessee
$544K -$43.3K -238 -7%
KLCM
843
KG&L Capital Management
Louisiana
$543K +$16.4K +90 +3%
SCM
844
Stevens Capital Management
Pennsylvania
$542K -$359K -1,971 -38%
HVP
845
Hudson Value Partners
Florida
$540K -$546 -3 -0.1%
GPA
846
Guerra Pan Advisors
New Jersey
$537K – – –
KA
847
Kovack Advisors
Florida
$537K +$10.9K +60 +2%
CWM
848
Chesapeake Wealth Management
Virginia
$536K -$26.7K -147 -4%
ZCA
849
Zeke Capital Advisors
Pennsylvania
$536K -$8.01K -44 -1%
TPW
850
Transatlantique Private Wealth
New York
$536K +$579K +3,181 New
32 33
34
35 36