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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
Avenir Corporation
Virginia
$208K +$194K +1,210 New
LSPW
1027
Lake Street Private Wealth
Illinois
$207K -$57.2K -357 -23%
NA
1028
NewEdge Advisors
Louisiana
$207K -$44.9K -280 -19%
LFF
1029
Level Four Financial
Texas
$207K +$193K +1,203 New
COF
1030
Capital One Financial
Virginia
$205K -$64.1K -400 -25%
EH
1031
Employers Holdings
Nevada
$205K -$19.2K -120 -9%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$205K +$40.4K +252 +27%
HPC
1033
Hobart Private Capital
North Carolina
$205K +$190K +1,188 New
MWA
1034
Meridian Wealth Advisors
Texas
$204K +$190K +1,185 New
SAM
1035
Seelaus Asset Management
New Jersey
$203K +$189K +1,182 New
ACM
1036
Ategra Capital Management
Virginia
$201K +$187K +1,169 New
SNT
1037
Security National Trust
West Virginia
$201K -$80.1K -500 -30%
FCH
1038
Freestone Capital Holdings
Washington
$201K +$23.7K +148 +15%
CFD
1039
Creative Financial Designs
Indiana
$200K +$34.3K +214 +23%
CGA
1040
Crescent Grove Advisors
Illinois
$200K +$186K +1,164 New
EIP
1041
Ellis Investment Partners
Pennsylvania
$190K +$961 +6 +0.5%
ACM
1042
Allred Capital Management
Texas
$178K +$166K +1,034 New
PR
1043
Payden & Rygel
California
$172K -$19.7M -122,900 -99%
WT
1044
Washington Trust
Rhode Island
$170K -$1.28K -8 -0.8%
PCG
1045
Private Capital Group
Connecticut
$163K -$80.1K -500 -35%
WAP
1046
Wealthcare Advisory Partners
Pennsylvania
$163K +$152K +948 New
LAS
1047
Lloyd Advisory Services
Georgia
$162K – – –
CFA
1048
Carroll Financial Associates
North Carolina
$161K -$70K -437 -32%
EI
1049
Ellevest Inc
New York
$161K +$18.3K +114 +14%
APP
1050
Alpha Paradigm Partners
Illinois
$156K +$145K +904 New
40 41
42
43 44