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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1026
NVWM LLC
Pennsylvania
$112K – – –
BG
1027
Bollard Group
Massachusetts
$111K – – –
VBCG
1028
Valley Brook Capital Group
Pennsylvania
$111K +$114K +700 New
RWA
1029
Ropes Wealth Advisors
Massachusetts
$110K -$6.81K -42 -6%
SIM
1030
Sonora Investment Management
Arizona
$109K +$487 +3 +0.4%
PWM
1031
Perigon Wealth Management
California
$104K +$106K +651 New
CMBA
1032
C.M. Bidwell & Associates
Hawaii
$103K -$1.3K -8 -1%
GAM
1033
Gemmer Asset Management
California
$101K +$33.3K +205 +48%
AF
1034
Allworth Financial
California
$100K +$27.4K +169 +37%
GWM
1035
Geneos Wealth Management
Colorado
$99K -$37K -228 -29%
AAP
1036
Arax Advisory Partners
Colorado
$97K – – –
PVH
1037
Psagot Value Holdings
Israel
$96K – – –
FMP
1038
Financial Management Professionals
Texas
$96K +$4.87K +30 +5%
AA
1039
Addison Advisors
Vermont
$96K +$97.3K +600 New
DAC
1040
Dividend Assets Capital
South Carolina
$96K +$97.3K +600 New
GEA
1041
Glen Eagle Advisors
New Jersey
$95.8K +$2.92K +18 +3%
LC
1042
Lindbrook Capital
California
$91K +$5.03K +31 +6%
LWM
1043
Liberty Wealth Management
California
$90K +$38.6K +238 +76%
MA
1044
MUFG Americas
New York
$88K +$2.11K +13 +2%
CI
1045
CX Institutional
Indiana
$88K +$4.38K +27 +5%
TCOV
1046
Trust Company of Vermont
Vermont
$87K +$22.1K +136 +33%
EAM
1047
Erste Asset Management
Austria
$85.5K +$10.4K +64 +13%
SCM
1048
Silvant Capital Management
Georgia
$85K – – –
TFGT
1049
TS Financial Group (TSFG)
Illinois
$84K +$15.9K +98 +23%
JCM
1050
Jacobi Capital Management
Pennsylvania
$81K +$1.95K +12 +2%
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42
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