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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
901
R.M. Sincerbeaux Capital Management
New York
$480K – – –
OFS
902
OneAscent Financial Services
Alabama
$478K +$461K +2,588 New
PFGIA
903
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$8.9K +50 +2%
RCAG
904
Rehmann Capital Advisory Group
Michigan
$469K -$34.2K -192 -7%
TFS
905
Thoroughbred Financial Services
Tennessee
$468K +$49.1K +276 +12%
HWM
906
HB Wealth Management
Georgia
$467K +$188K +1,056 +72%
PWS
907
Peterson Wealth Services
Utah
$464K +$448K +2,514 New
BIAS
908
Beacon Investment Advisory Services
New Jersey
$463K -$24K -135 -5%
SXL
909
Summit X LLC
Missouri
$463K -$3.56K -20 -0.8%
PA
910
Parallel Advisors
California
$462K -$20.6K -116 -4%
DLG
911
Daniel L. Goodwin
$461K – – –
P
912
Pitcairn
Pennsylvania
$460K -$12.3K -69 -3%
TPWM
913
Twelve Points Wealth Management
Massachusetts
$456K +$16.4K +92 +4%
SWA
914
Sutton Wealth Advisors
Florida
$454K +$890 +5 +0.2%
MME
915
Meag Munich Ergo
Germany
$448K -$20M -112,510 -98%
CCA
916
Childress Capital Advisors
Texas
$447K +$82.4K +463 +24%
PIA
917
Pinion Investment Advisors
Kansas
$444K – – –
FAIM
918
Financial Advocates Investment Management
Washington
$444K +$34.4K +193 +9%
RHBC
919
R.H. Bluestein & Co
Michigan
$443K -$151K -849 -26%
DU
920
Delphia (USA)
Ontario, Canada
$442K +$213K +1,194 +100%
VFPI
921
Vantage Financial Partners (Illinois)
Illinois
$441K +$3.56K +20 +0.8%
LWAC
922
Laurel Wealth Advisors (California)
California
$441K -$48.6K -273 -10%
BCM
923
Breiter Capital Management
Florida
$441K – – –
WDC
924
Woodward Diversified Capital
California
$440K +$74.9K +421 +21%
TAM
925
Tocqueville Asset Management
New York
$438K -$36.5K -205 -8%
35 36
37
38 39