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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
976
NewEdge Wealth
Pennsylvania
$293K +$2.51K +13 +0.8%
SCA
977
STALEY CAPITAL ADVISERS
Pennsylvania
$292K – – –
MG
978
Mather Group
Illinois
$291K -$12.4K -64 -4%
BOH
979
Bank of Hawaii
Hawaii
$287K -$306K -1,584 -49%
CC
980
Cornerstone Capital
California
$286K -$12.4K -64 -4%
TPWA
981
TRUE Private Wealth Advisors
Oregon
$286K -$3.09K -16 -1%
CL
982
CPWM LLC
Washington
$286K – – –
MA
983
MANA Advisors
New York
$283K +$315K +1,630 New
BOM
984
Bank of Marin
California
$282K – – –
E
985
Ergoteles
New York
$282K +$314K +1,625 New
CIA
986
Choate Investment Advisors
Massachusetts
$280K +$29K +150 +10%
WA
987
Wealth Architects
California
$280K +$57.6K +298 +23%
DTL
988
Dynamic Technology Lab
Singapore
$279K +$311K +1,609 New
HW
989
Hancock Whitney
Mississippi
$278K -$77.1K -399 -20%
IAP
990
Indie Asset Partners
Indiana
$278K +$68.8K +356 +28%
PIG
991
Pantheon Investment Group
California
$278K +$310K +1,605 New
BHIA
992
Birch Hill Investment Advisors
Massachusetts
$277K – – –
CCIA
993
Campbell & Co Investment Adviser
Maryland
$277K +$309K +1,600 New
FCH
994
Freestone Capital Holdings
Washington
$276K +$82.9K +429 +37%
AFG
995
Allegheny Financial Group
Pennsylvania
$274K -$14.9K -77 -5%
FAFN
996
First Affirmative Financial Network
Colorado
$273K +$304K +1,575 New
CWC
997
Carolinas Wealth Consulting
North Carolina
$272K -$13.3K -69 -4%
GAM
998
Grandview Asset Management
Pennsylvania
$272K +$304K +1,572 New
SVWAG
999
Sound View Wealth Advisors Group
Georgia
$271K – – –
CSPIA
1000
Cary Street Partners Investment Advisory
Virginia
$270K -$2.9K -15 -1%
38 39
40
41 42