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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
976
Hills Bank & Trust
Iowa
$284K -$197K -1,150 -37%
OFS
977
OneAscent Financial Services
Alabama
$283K -$67.9K -397 -17%
IAP
978
Indie Asset Partners
Indiana
$283K – – –
SSG
979
Summit Securities Group
New York
$283K +$43.6K +255 +15%
ANTB
980
AMG National Trust Bank
Colorado
$280K +$332K +1,937 New
DMBA
981
Deseret Mutual Benefit Administrators
Utah
$279K -$46.6K -272 -12%
AWM
982
Axxcess Wealth Management
California
$279K -$685 -4 -0.2%
HCMG
983
Howard Capital Management Group
California
$279K – – –
CSIC
984
Clifford Swan Investment Counsel
California
$278K – – –
CPA
985
Court Place Advisors
Maryland
$278K – – –
VI
986
Versor Investments
New York
$275K -$2.06M -12,062 -86%
HNWAG
987
High Net Worth Advisory Group
Florida
$275K -$312K -1,825 -49%
ORC
988
O'Rourke & Company
Massachusetts
$274K +$13K +76 +4%
CCM
989
Covington Capital Management
California
$273K +$10.6K +62 +3%
RPWA
990
Regent Peak Wealth Advisors
Georgia
$273K +$15.9K +93 +5%
WSTAM
991
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$9.24K +54 +3%
BS
992
Boenning & Scattergood
Pennsylvania
$271K – – –
FAIM
993
Financial Advocates Investment Management
Washington
$269K -$675K -3,946 -66%
FWM
994
FFT Wealth Management
Pennsylvania
$265K +$314K +1,832 New
SFA
995
Sequoia Financial Advisors
Ohio
$264K -$213K -1,246 -41%
SMH
996
Sanders Morris Harris
Texas
$264K – – –
SIMG
997
Sonora Investment Management Group
Arizona
$263K – – –
SXL
998
Summit X LLC
Missouri
$262K -$116K -680 -27%
VWM
999
Vigilare Wealth Management
Arizona
$262K +$342 +2 +0.1%
OIM
1000
Oder Investment Management
California
$260K -$9.76K -57 -3%
38 39
40
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