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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
MJP Associates
Connecticut
$310K -$50.4K -273 -15%
BCM
1027
Bourgeon Capital Management
Connecticut
$310K – – –
TFCP
1028
Twin Focus Capital Partners
Massachusetts
$310K +$274K +1,484 New
HWM
1029
HB Wealth Management
Georgia
$307K +$272K +1,472 New
LSA
1030
Leonteq Securities AG
Switzerland
$307K +$25.3K +137 +10%
MWA
1031
Meridian Wealth Advisors
Texas
$306K – – –
SC
1032
Savant Capital
Illinois
$305K +$40.8K +221 +18%
MSU
1033
Mizuho Securities USA
New York
$305K +$269K +1,459 New
CMS
1034
Capital Market Strategies
Florida
$304K +$269K +1,457 New
YMRC
1035
Yorktown Management & Research Company
Virginia
$303K – – –
KP
1036
Keel Point
Alabama
$303K +$7.02K +38 +3%
ISL
1037
Ingalls & Snyder LLC
New York
$302K – – –
SW
1038
SteelPeak Wealth
California
$301K -$14.8K -80 -5%
PMA
1039
Prudent Man Advisors
Illinois
$298K -$65.6K -355 -20%
TIM
1040
Thornburg Investment Management
New Mexico
$296K -$105K -571 -29%
SIMG
1041
Sonora Investment Management Group
Arizona
$296K +$262K +1,419 New
DGAM
1042
Desjardins Global Asset Management
Quebec, Canada
$296K +$262K +1,420 New
HKAM
1043
Horizon Kinetics Asset Management
New York
$296K +$262K +1,420 New
SGCA
1044
Steel Grove Capital Advisors
Tennessee
$294K -$25.5K -138 -9%
PNC
1045
Park National Corp
Ohio
$294K +$23.1K +125 +10%
LFG
1046
Lockerman Financial Group
California
$294K +$260K +1,410 New
WA
1047
Wealth Architects
California
$293K -$38.6K -209 -13%
B
1048
Bailard
California
$292K +$2.58K +14 +1%
T
1049
TOBAM
France
$290K – – –
CAM
1050
Covenant Asset Management
New Jersey
$289K +$30.5K +165 +14%
40 41
42
43 44