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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
826
Shepherd Financial Partners
Massachusetts
$457K +$553 +4 +0.1%
WT
827
Whittier Trust
California
$454K +$44.1K +319 +10%
PI
828
PFG Investments
New York
$453K +$468K +3,388 New
ECM
829
Evergreen Capital Management
Washington
$453K -$64.6K -467 -12%
QCG
830
Quadrant Capital Group
Ohio
$452K -$111K -800 -19%
BJL
831
Brighton Jones LLC
Washington
$451K -$14K -101 -3%
CT
832
Chicago Trust
Illinois
$450K +$22K +159 +5%
PA
833
Prossimo Advisors
California
$450K +$1.38K +10 +0.3%
CFP
834
Catalyst Financial Partners
Massachusetts
$450K +$465K +3,362 New
KLCM
835
KG&L Capital Management
Louisiana
$449K +$93.2K +674 +25%
HA
836
Herold Advisors
New York
$448K +$24.5K +177 +6%
HSA
837
HBK Sorce Advisory
Pennsylvania
$447K +$237K +1,714 +106%
OCM
838
Orleans Capital Management
Louisiana
$446K +$89.2K +645 +24%
DGAM
839
Desjardins Global Asset Management
Quebec, Canada
$444K +$277K +2,004 +153%
VFA
840
Valeo Financial Advisors
Indiana
$443K +$457K +3,307 New
BFA
841
BMS Financial Advisors
South Dakota
$440K +$20.5K +148 +5%
TCM
842
Telos Capital Management
California
$433K +$447K +3,234 New
WMA
843
West Michigan Advisors
Michigan
$426K +$440K +3,182 New
OIA
844
OneDigital Investment Advisors
Kansas
$424K – – –
NRS
845
Neville Rodie & Shaw
New York
$423K -$43.3K -313 -9%
BO
846
Bank OZK
Arkansas
$423K – – –
MC
847
Moors & Cabot
Massachusetts
$416K +$40K +289 +10%
MLA
848
My Legacy Advisors
Oregon
$414K +$20.6K +149 +5%
IWM
849
IHT Wealth Management
Illinois
$413K -$7.6K -55 -2%
MIM
850
Morningstar Investment Management
Illinois
$412K – – –
32 33
34
35 36