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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
851
BBR Partners
New York
$562K +$3.92K +22 +0.7%
HI
852
Harper Investing
California
$562K +$542K +3,045 New
GPA
853
Guerra Pan Advisors
New Jersey
$561K – – –
PA
854
PFG Advisors
Arizona
$559K +$127K +716 +31%
VCM
855
Virtue Capital Management
Tennessee
$551K +$90.6K +509 +21%
LSA
856
Lion Street Advisors
Texas
$544K -$6.23K -35 -1%
OCG
857
Opus Capital Group
Ohio
$544K – – –
OIA
858
OneDigital Investment Advisors
Kansas
$544K +$87.9K +494 +20%
WWM
859
Western Wealth Management
Colorado
$543K +$79.7K +448 +18%
OWM
860
OneAscent Wealth Management
Alabama
$542K +$523K +2,936 New
AF
861
Allworth Financial
California
$541K -$5.7K -32 -1%
CAM
862
Campion Asset Management
Virginia
$537K -$1.78K -10 -0.3%
SAM
863
Sequent Asset Management
Texas
$537K +$178 +1 +0%
NSAM
864
North Star Asset Management
Wisconsin
$536K – – –
WT
865
Whittier Trust
California
$532K +$13.3K +75 +3%
CC
866
Corton Capital
Ontario, Canada
$531K +$512K +2,877 New
AT
867
Arden Trust
Delaware
$530K +$236K +1,327 +86%
ESB
868
Essex Savings Bank
Connecticut
$526K -$26K -146 -5%
QPWM
869
Quadrant Private Wealth Management
Pennsylvania
$526K -$7.48K -42 -1%
SCM
870
Shelton Capital Management
Colorado
$526K -$6.05K -34 -1%
WSCM
871
Wellington Shields Capital Management
New York
$525K +$22.9M +128,920 +5,279%
CA
872
Continuum Advisory
Idaho
$524K +$155K +871 +44%
MA
873
MCF Advisors
Kentucky
$524K +$505K +2,836 New
AIM
874
Anchor Investment Management
South Carolina
$524K – – –
RSWM
875
Robertson Stephens Wealth Management
California
$520K +$107K +600 +27%
33 34
35
36 37