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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
926
Transatlantique Private Wealth
New York
$342K -$62.2K -460 -15%
RPCONE
927
Retirement Planning Company of New England
Rhode Island
$339K +$29.2K +216 +9%
GL
928
Graypoint LLC
New York
$339K -$6.63K -49 -2%
DLG
929
Daniel L. Goodwin
$339K – – –
LIM
930
Longfellow Investment Management
Massachusetts
$339K +$36.8K +272 +12%
TPWM
931
Twelve Points Wealth Management
Massachusetts
$339K – – –
PWPS
932
Pinnacle Wealth Planning Services
Ohio
$338K -$61.8K -457 -15%
LOAMS
933
Lombard Odier Asset Management (Switzerland)
Switzerland
$338K +$337K +2,491 New
SWA
934
Sutton Wealth Advisors
Florida
$338K +$2.3K +17 +0.7%
RIA
935
Regal Investment Advisors
Michigan
$336K -$46.8K -346 -12%
GC
936
Gilbert & Cook
Iowa
$335K +$3.92K +29 +1%
ZCA
937
Zeke Capital Advisors
Pennsylvania
$333K -$99.5K -736 -23%
KIA
938
KLR Investment Advisors
Rhode Island
$333K +$332K +2,454 New
PFBT
939
Parkside Financial Bank & Trust
Missouri
$331K -$14.7K -109 -4%
JWCA
940
J.W. Coons Advisors
Ohio
$330K +$329K +2,436 New
AFM
941
Andesa Financial Management
Pennsylvania
$330K -$28.7K -212 -8%
LWCFA
942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K – – –
HPC
943
HM Payson & Co
Maine
$326K +$117K +868 +56%
GW
944
GW & Wade
Massachusetts
$326K +$325K +2,406 New
FDCDDQ
945
Federation des caisses Desjardins du Quebec
Quebec, Canada
$325K -$63K -466 -16%
CIP
946
Capital Insight Partners
Arizona
$324K +$323K +2,392 New
VFPI
947
Vantage Financial Partners (Illinois)
Illinois
$324K – – –
DWA
948
Douglass Winthrop Advisors
New York
$324K -$2.03K -15 -0.6%
FAG
949
Fortitude Advisory Group
Washington
$324K +$79.2K +586 +33%
SAM
950
Silvercrest Asset Management
New York
$323K +$54.4K +402 +20%
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