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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$205K +$40.4K +252 +27%
HPC
1027
Hobart Private Capital
North Carolina
$205K +$190K +1,188 New
MWA
1028
Meridian Wealth Advisors
Texas
$204K +$190K +1,185 New
SAM
1029
Seelaus Asset Management
New Jersey
$203K +$189K +1,182 New
ACM
1030
Ategra Capital Management
Virginia
$201K +$187K +1,169 New
SNT
1031
Security National Trust
West Virginia
$201K -$80.1K -500 -30%
FCH
1032
Freestone Capital Holdings
Washington
$201K +$23.7K +148 +15%
CFD
1033
Creative Financial Designs
Indiana
$200K +$34.3K +214 +23%
CGA
1034
Crescent Grove Advisors
Illinois
$200K +$186K +1,164 New
EIP
1035
Ellis Investment Partners
Pennsylvania
$190K +$961 +6 +0.5%
ACM
1036
Allred Capital Management
Texas
$178K +$166K +1,034 New
PR
1037
Payden & Rygel
California
$172K -$19.7M -122,900 -99%
WT
1038
Washington Trust
Rhode Island
$170K -$1.28K -8 -0.8%
PCG
1039
Private Capital Group
Connecticut
$163K -$80.1K -500 -35%
WAP
1040
Wealthcare Advisory Partners
Pennsylvania
$163K +$152K +948 New
LAS
1041
Lloyd Advisory Services
Georgia
$162K – – –
CFA
1042
Carroll Financial Associates
North Carolina
$161K -$70K -437 -32%
EI
1043
Ellevest Inc
New York
$161K +$18.3K +114 +14%
APP
1044
Alpha Paradigm Partners
Illinois
$156K +$145K +904 New
FWM
1045
Focused Wealth Management
New York
$154K +$132K +826 +1,180%
SBSB
1046
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K -$56.7K -354 -29%
SFO
1047
Standard Family Office
South Dakota
$151K – – –
LS
1048
Leelyn Smith
Illinois
$150K +$139K +870 New
FHA
1049
First Horizon Advisors
Tennessee
$149K – – –
MGIM
1050
M&G Investment Management
United Kingdom
$139K +$16.4M +102,514 +15%
40 41
42
43 44