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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
1076
Ingalls & Snyder LLC
New York
$243K – – –
TPWA
1077
TRUE Private Wealth Advisors
Oregon
$242K -$32.7K -180 -11%
IWA
1078
Intercontinental Wealth Advisors
Texas
$242K +$261K +1,437 New
EFG
1079
Everhart Financial Group
Ohio
$242K +$262K +1,438 New
AT
1080
Arden Trust
Delaware
$241K -$262K -1,441 -50%
DCM
1081
Dupont Capital Management
Delaware
$240K -$63.5K -349 -20%
LFG
1082
Lockerman Financial Group
California
$240K +$2.55K +14 +1%
MFG
1083
Magnus Financial Group
New York
$240K +$9.82K +54 +4%
IP
1084
Ignite Planners
California
$240K +$14.2K +78 +6%
WA
1085
Wealth Architects
California
$239K -$6.37K -35 -2%
CCFM
1086
Clear Creek Financial Management
Washington
$236K +$255K +1,399 New
CIA
1087
Choate Investment Advisors
Massachusetts
$234K -$45.5K -250 -15%
IC
1088
Intersect Capital
California
$234K +$253K +1,388 New
MG
1089
Mather Group
Illinois
$233K -$47.5K -261 -16%
BOM
1090
Bank of Marin
California
$231K -$18.2K -100 -7%
BBNA
1091
Bremer Bank National Association
Minnesota
$229K -$30.6K -168 -11%
GCM
1092
Graham Capital Management
Connecticut
$228K -$721K -3,965 -74%
HS
1093
Horan Securities
United States
$228K +$11.6K +64 +5%
BOH
1094
Bank of Hawaii
Hawaii
$227K +$245K +1,349 New
HKAM
1095
Horizon Kinetics Asset Management
New York
$226K -$13.6K -75 -5%
HW
1096
Hancock Whitney
Mississippi
$226K +$20.9K +115 +9%
LFA
1097
Legacy Financial Advisors
Kentucky
$225K +$25.8K +142 +12%
BSW
1098
Buckingham Strategic Wealth
Missouri
$225K +$243K +1,335 New
LSA
1099
Leonteq Securities AG
Switzerland
$224K +$49.1K +270 +25%
C
1100
Certuity
Florida
$222K -$658K -3,614 -73%
42 43
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