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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$369K -$19.7K -115 -4%
GL
902
Graypoint LLC
New York
$369K +$46.2K +270 +12%
SDWMA
903
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K -$90.9K -531 -17%
WDC
904
Woodward Diversified Capital
California
$367K -$12.2K -71 -3%
DLG
905
Daniel L. Goodwin
$361K – – –
TPWM
906
Twelve Points Wealth Management
Massachusetts
$361K +$6.67K +39 +2%
JE
907
JMAC Enterprises
Pennsylvania
$361K +$68.5K +400 +19%
QI
908
Qtron Investments
Massachusetts
$360K -$304K -1,777 -42%
P
909
Pitcairn
Pennsylvania
$359K -$8.9K -52 -2%
SWA
910
Sutton Wealth Advisors
Florida
$357K -$856 -5 -0.2%
NP
911
NorthRock Partners
Minnesota
$356K -$114K -668 -21%
FAFN
912
First Affirmative Financial Network
Colorado
$356K -$30.8K -180 -7%
GT
913
Glenview Trust
Kentucky
$356K -$24.3K -142 -5%
TWM
914
Thrive Wealth Management
Pennsylvania
$355K +$64.3K +376 +18%
WTC
915
WhitTier Trust Company
Nevada
$355K +$140K +817 +50%
RSWM
916
Robertson Stephens Wealth Management
California
$354K -$63.5K -371 -13%
SSWG
917
Seven Springs Wealth Group
Tennessee
$351K +$4.79K +28 +1%
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$350K -$4.79K -28 -1%
PCM
919
Pointe Capital Management
Michigan
$349K -$34.2K -200 -8%
MFS
920
Mirabella Financial Services
United Kingdom
$348K +$95.7K +559 +30%
CCIA
921
Campbell & Co Investment Adviser
Maryland
$347K -$257K -1,504 -39%
TAIM
922
TD Ameritrade Investment Management
Nebraska
$347K -$93.3K -545 -18%
DWA
923
Douglass Winthrop Advisors
New York
$347K -$42.8K -250 -9%
RCIM
924
Red Cedar Investment Management
Michigan
$347K – – –
PWM
925
Perigon Wealth Management
California
$347K +$411K +2,400 New
35 36
37
38 39