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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
$376K – – –
CG
902
Caprock Group
Idaho
$373K -$58.9K -344 -12%
PA
903
Parallel Advisors
California
$373K -$1.71K -10 -0.4%
PCS
904
Personal CFO Solutions
New Jersey
$371K +$32.3K +189 +8%
CCA
905
Childress Capital Advisors
Texas
$370K -$3.25K -19 -0.8%
PFBT
906
Parkside Financial Bank & Trust
Missouri
$369K -$19.7K -115 -4%
GL
907
Graypoint LLC
New York
$369K +$46.2K +270 +12%
SDWMA
908
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K -$90.9K -531 -17%
WDC
909
Woodward Diversified Capital
California
$367K -$12.2K -71 -3%
DLG
910
Daniel L. Goodwin
$361K – – –
TPWM
911
Twelve Points Wealth Management
Massachusetts
$361K +$6.67K +39 +2%
JE
912
JMAC Enterprises
Pennsylvania
$361K +$68.5K +400 +19%
QI
913
Qtron Investments
Massachusetts
$360K -$304K -1,777 -42%
P
914
Pitcairn
Pennsylvania
$359K -$8.9K -52 -2%
SWA
915
Sutton Wealth Advisors
Florida
$357K -$856 -5 -0.2%
NP
916
NorthRock Partners
Minnesota
$356K -$114K -668 -21%
FAFN
917
First Affirmative Financial Network
Colorado
$356K -$30.8K -180 -7%
GT
918
Glenview Trust
Kentucky
$356K -$24.3K -142 -5%
TWM
919
Thrive Wealth Management
Pennsylvania
$355K +$64.3K +376 +18%
WTC
920
WhitTier Trust Company
Nevada
$355K +$140K +817 +50%
RSWM
921
Robertson Stephens Wealth Management
California
$354K -$63.5K -371 -13%
SSWG
922
Seven Springs Wealth Group
Tennessee
$351K +$4.79K +28 +1%
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$350K -$4.79K -28 -1%
PCM
924
Pointe Capital Management
Michigan
$349K -$34.2K -200 -8%
MFS
925
Mirabella Financial Services
United Kingdom
$348K +$95.7K +559 +30%
35 36
37
38 39