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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
951
Heritage Investment Group
Florida
$406K +$35.6K +200 +10%
BFO
952
Boston Family Office
Massachusetts
$404K +$218K +1,225 +127%
CCM
953
Covington Capital Management
California
$404K +$346K +1,941 +776%
PCS
954
Personal CFO Solutions
New Jersey
$402K -$8.37K -47 -2%
MAM
955
Martingale Asset Management
Massachusetts
$401K -$3.77M -21,156 -91%
PMG
956
ProVise Management Group
Florida
$398K -$6.23K -35 -2%
PP
957
Paloma Partners
Connecticut
$398K +$384K +2,156 New
LFM
958
LGT Fund Management
Liechtenstein
$397K – – –
IA
959
IFG Advisory
Georgia
$395K -$8.19K -46 -2%
CS
960
Comerica Securities
Michigan
$395K +$55.2K +310 +17%
T
961
TOBAM
France
$395K +$133K +749 +54%
IAIM
962
International Assets Investment Management
Florida
$393K -$34K -191 -8%
PRWA
963
Platte River Wealth Advisors
Colorado
$391K – – –
LA
964
Legacy Advisors
Pennsylvania
$390K +$198K +1,110 +111%
CIC
965
Chase Investment Counsel
Virginia
$389K +$21.5K +121 +6%
DFG
966
Demars Financial Group
Washington
$388K +$190K +1,065 +103%
GL
967
Graypoint LLC
New York
$386K +$26.5K +149 +8%
TW
968
Transform Wealth
Colorado
$385K -$23K -129 -6%
SAM
969
Silvercrest Asset Management
New York
$385K -$2.85K -16 -0.8%
WTC
970
WhitTier Trust Company
Nevada
$385K +$80.1K +450 +27%
OBGC
971
O'Brien Greene & Co
Pennsylvania
$384K – – –
VI
972
Versor Investments
New York
$380K +$366K +2,058 New
FFA
973
Founders Financial Alliance
North Carolina
$379K -$6.05K -34 -2%
PPWM
974
Paragon Private Wealth Management
Kentucky
$378K +$3.56K +20 +1%
AOWM
975
Alpha Omega Wealth Management
Virginia
$376K – – –
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