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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1001
J.W. Coons Advisors
Ohio
$266K – – –
GJCM
1002
Grand Jean Capital Management
California
$264K – – –
GLA
1003
Good Life Advisors
Pennsylvania
$263K -$98.3K -525 -28%
AI
1004
AXS Investments
New York
$262K +$251K +1,341 New
NEWAS
1005
N.E.W. Advisory Services
Wisconsin
$260K -$1.12K -6 -0.4%
SIM
1006
Sonora Investment Management
Arizona
$259K +$117K +625 +89%
WA
1007
Wealth Architects
California
$257K +$5.8K +31 +2%
BAAM
1008
Baker Avenue Asset Management
California
$254K -$4.12K -22 -2%
SGCA
1009
Steel Grove Capital Advisors
Tennessee
$254K +$244K +1,301 New
RB
1010
Renasant Bank
Mississippi
$253K -$85.9K -459 -26%
POIA
1011
Pin Oak Investment Advisors
Texas
$253K – – –
GF
1012
Gries Financial
Ohio
$252K -$16.9K -90 -7%
FA
1013
Fermata Advisors
California
$250K +$240K +1,280 New
B
1014
Bailard
California
$248K – – –
WWM
1015
Windsor Wealth Management
Indiana
$247K +$237K +1,266 New
LBC
1016
Lowe Brockenbrough & Co
Virginia
$246K -$5.24K -28 -2%
MFG
1017
Magnus Financial Group
New York
$246K +$4.31K +23 +2%
IAP
1018
Indie Asset Partners
Indiana
$244K -$1.87K -10 -0.8%
PTB
1019
Pioneer Trust Bank
Oregon
$244K – – –
CHAM
1020
Clear Harbor Asset Management
Connecticut
$244K +$1.87K +10 +0.8%
PSUF
1021
People's United Financial
Connecticut
$243K -$11.2K -60 -5%
CCP
1022
Cardan Capital Partners
Colorado
$243K -$936 -5 -0.4%
AMG
1023
Advisors Management Group
Wisconsin
$242K +$232K +1,240 New
BBP
1024
Banco BTG Pactual
Brazil
$241K +$231K +1,235 New
HB
1025
Homrich & Berg
Georgia
$241K +$231K +1,235 New
39 40
41
42 43