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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
901
Herold Advisors
New York
$492K +$356 +2 +0.1%
TNBTD
902
Trustmark National Bank Trust Department
Mississippi
$487K – – –
CG
903
Caprock Group
Idaho
$487K +$26.3K +148 +6%
PCM
904
Pointe Capital Management
Michigan
$483K -$14.8K -83 -3%
PIM
905
Perpetual Investment Management
Australia
$483K – – –
RMSCM
906
R.M. Sincerbeaux Capital Management
New York
$480K – – –
OFS
907
OneAscent Financial Services
Alabama
$478K +$461K +2,588 New
PFGIA
908
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$8.9K +50 +2%
RCAG
909
Rehmann Capital Advisory Group
Michigan
$469K -$34.2K -192 -7%
TFS
910
Thoroughbred Financial Services
Tennessee
$468K +$49.1K +276 +12%
HWM
911
HB Wealth Management
Georgia
$467K +$188K +1,056 +72%
PWS
912
Peterson Wealth Services
Utah
$464K +$448K +2,514 New
BIAS
913
Beacon Investment Advisory Services
New Jersey
$463K -$24K -135 -5%
SXL
914
Summit X LLC
Missouri
$463K -$3.56K -20 -0.8%
PA
915
Parallel Advisors
California
$462K -$20.6K -116 -4%
DLG
916
Daniel L. Goodwin
$461K – – –
P
917
Pitcairn
Pennsylvania
$460K -$12.3K -69 -3%
TPWM
918
Twelve Points Wealth Management
Massachusetts
$456K +$16.4K +92 +4%
SWA
919
Sutton Wealth Advisors
Florida
$454K +$890 +5 +0.2%
MME
920
Meag Munich Ergo
Germany
$448K -$20M -112,510 -98%
CCA
921
Childress Capital Advisors
Texas
$447K +$82.4K +463 +24%
PIA
922
Pinion Investment Advisors
Kansas
$444K – – –
FAIM
923
Financial Advocates Investment Management
Washington
$444K +$34.4K +193 +9%
RHBC
924
R.H. Bluestein & Co
Michigan
$443K -$151K -849 -26%
DU
925
Delphia (USA)
Ontario, Canada
$442K +$213K +1,194 +100%
35 36
37
38 39