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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
P
926
Pitcairn
Pennsylvania
$345K +$7.98K +59 +2%
SSG
927
Summit Securities Group
New York
$344K +$78.3K +579 +30%
CWP
928
Cyndeo Wealth Partners
Florida
$343K +$342K +2,528 New
TPW
929
Transatlantique Private Wealth
New York
$342K -$62.2K -460 -15%
RPCONE
930
Retirement Planning Company of New England
Rhode Island
$339K +$29.2K +216 +9%
GL
931
Graypoint LLC
New York
$339K -$6.63K -49 -2%
DLG
932
Daniel L. Goodwin
$339K – – –
LIM
933
Longfellow Investment Management
Massachusetts
$339K +$36.8K +272 +12%
TPWM
934
Twelve Points Wealth Management
Massachusetts
$339K – – –
PWPS
935
Pinnacle Wealth Planning Services
Ohio
$338K -$61.8K -457 -15%
LOAMS
936
Lombard Odier Asset Management (Switzerland)
Switzerland
$338K +$337K +2,491 New
SWA
937
Sutton Wealth Advisors
Florida
$338K +$2.3K +17 +0.7%
RIA
938
Regal Investment Advisors
Michigan
$336K -$46.8K -346 -12%
GC
939
Gilbert & Cook
Iowa
$335K +$3.92K +29 +1%
ZCA
940
Zeke Capital Advisors
Pennsylvania
$333K -$99.5K -736 -23%
KIA
941
KLR Investment Advisors
Rhode Island
$333K +$332K +2,454 New
PFBT
942
Parkside Financial Bank & Trust
Missouri
$331K -$14.7K -109 -4%
JWCA
943
J.W. Coons Advisors
Ohio
$330K +$329K +2,436 New
AFM
944
Andesa Financial Management
Pennsylvania
$330K -$28.7K -212 -8%
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K – – –
HPC
946
HM Payson & Co
Maine
$326K +$117K +868 +56%
GW
947
GW & Wade
Massachusetts
$326K +$325K +2,406 New
FDCDDQ
948
Federation des caisses Desjardins du Quebec
Quebec, Canada
$325K -$63K -466 -16%
CIP
949
Capital Insight Partners
Arizona
$324K +$323K +2,392 New
VFPI
950
Vantage Financial Partners (Illinois)
Illinois
$324K – – –
36 37
38
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