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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
876
Bard Financial Services
Connecticut
$540K +$64.6K +350 +16%
TAM
877
Tocqueville Asset Management
New York
$538K -$17.5K -95 -4%
II
878
Inspire Investing
Idaho
$538K +$83.1K +450 +21%
P
879
Pitcairn
Pennsylvania
$535K -$5.36K -29 -1%
CT
880
Columbia Trust
Oregon
$534K – – –
SXL
881
Summit X LLC
Missouri
$528K -$62.8K -340 -12%
PFGIA
882
Patriot Financial Group Insurance Agency
Massachusetts
$523K +$388K +2,100 +520%
DLG
883
Daniel L. Goodwin
$522K – – –
WWM
884
Western Wealth Management
Colorado
$521K +$460K +2,493 New
CG
885
Caprock Group
Idaho
$520K +$129K +699 +39%
AFM
886
Andesa Financial Management
Pennsylvania
$519K +$21.4K +116 +5%
VCM
887
Virtue Capital Management
Tennessee
$517K -$42.1K -228 -8%
SWA
888
Sutton Wealth Advisors
Florida
$513K – – –
OIA
889
OneDigital Investment Advisors
Kansas
$512K +$39.1K +212 +9%
WSCM
890
Wellington Shields Capital Management
New York
$510K -$73.9K -400 -14%
AFM
891
Abbot Financial Management
Massachusetts
$510K – – –
RIA
892
Regal Investment Advisors
Michigan
$505K +$10.3K +56 +2%
PIA
893
Pinion Investment Advisors
Kansas
$502K -$46.2K -250 -9%
PAMP
894
Polar Asset Management Partners
Ontario, Canada
$501K +$444K +2,402 New
BCM
895
Breiter Capital Management
Florida
$498K – – –
TPWM
896
Twelve Points Wealth Management
Massachusetts
$497K +$439K +2,380 New
TFA
897
Teamwork Financial Advisors
Texas
$496K -$3.32K -18 -0.8%
VFPI
898
Vantage Financial Partners (Illinois)
Illinois
$495K +$68.3K +370 +19%
DMBA
899
Deseret Mutual Benefit Administrators
Utah
$492K -$13.7K -74 -3%
KMWM
900
Keudell/Morrison Wealth Management
Oregon
$491K +$94.7K +513 +28%
34 35
36
37 38