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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1051
Everhart Financial Group
Ohio
$215K +$7.87K +46 +3%
LF
1052
Lantz Financial
Illinois
$214K +$4.62K +27 +2%
KFI
1053
Key Financial Inc
Pennsylvania
$214K +$164K +961 +186%
HI
1054
Horizon Investments
North Carolina
$212K -$378K -2,211 -60%
GCC
1055
Guardian Capital (Canada)
Ontario, Canada
$211K – – –
CSPIA
1056
Cary Street Partners Investment Advisory
Virginia
$211K +$250K +1,458 New
GWANC
1057
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K -$27.9K -163 -10%
BOH
1058
Bank of Hawaii
Hawaii
$210K +$17.6K +103 +8%
ISL
1059
Ingalls & Snyder LLC
New York
$209K – – –
TFS
1060
Thoroughbred Financial Services
Tennessee
$208K -$202K -1,178 -45%
TPWA
1061
TRUE Private Wealth Advisors
Oregon
$208K +$856 +5 +0.3%
CAMG
1062
CWA Asset Management Group
Florida
$207K +$245K +1,430 New
TA
1063
Townsend & Associates
Colorado
$207K +$272K +1,592 New
DCBT
1064
Dakota Community Bank & Trust
North Dakota
$206K +$244K +1,425 New
SIC
1065
Sterling Investment Counsel
New York
$205K -$48.8K -285 -17%
HCP
1066
Hexagon Capital Partners
Arkansas
$204K -$34.1K -199 -12%
ONST
1067
Old North State Trust
North Carolina
$204K +$241K +1,408 +140,800%
HS
1068
Horan Securities
United States
$203K +$14K +82 +6%
LP
1069
LGL Partners
Pennsylvania
$203K +$240K +1,402 New
GWM
1070
Geneos Wealth Management
Colorado
$202K +$24K +140 +11%
MG
1071
Mather Group
Illinois
$201K +$171 +1 +0.1%
HFP
1072
Holistic Financial Partners
Indiana
$200K +$237K +1,384 New
FMP
1073
Financial Management Professionals
Texas
$198K +$15.1K +88 +7%
CFO
1074
CVA Family Office
Colorado
$197K -$42.8K -250 -16%
TIA
1075
Tiemann Investment Advisors
California
$191K -$77K -450 -25%
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