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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$67K +$32.2K +201 +105%
AWC
1102
Abundance Wealth Counselors
Pennsylvania
$67K +$62.5K +390 New
GAM
1103
Gemmer Asset Management
California
$66K -$40K -250 -39%
DOA
1104
D'Orazio & Associates
Virginia
$66K +$481 +3 +0.8%
LWA
1105
Lenox Wealth Advisors
New York
$61K +$320 +2 +0.6%
CCM
1106
Covington Capital Management
California
$61K +$801 +5 +1%
GWM
1107
Geneos Wealth Management
Colorado
$56K -$43.7K -273 -48%
CMA
1108
Cedar Mountain Advisors
Oregon
$55K – – –
KFI
1109
Key Financial Inc
Pennsylvania
$55K +$3.04K +19 +6%
BMD
1110
Better Money Decisions
New Mexico
$54K +$50.5K +315 New
OIA
1111
Optimum Investment Advisors
Illinois
$52K -$16K -100 -25%
TSW
1112
Thompson Siegel & Walmsley
Virginia
$52K +$28.8K +180 +148%
BHWM
1113
Bay Harbor Wealth Management
Maryland
$51K +$11.9K +74 +33%
MLFP
1114
MPS Loria Financial Planners
Illinois
$50K – – –
CWP
1115
Concord Wealth Partners
Virginia
$50K +$46.8K +292 New
AWM
1116
AllSquare Wealth Management
New York
$48K – – –
SL
1117
Savior LLC
Massachusetts
$48K – – –
VRM
1118
Vectors Research Management
New York
$48K +$14.4K +90 +47%
RE
1119
RBC Europe
United Kingdom
$47.3K -$29.5K -184 -40%
COCM
1120
Charter Oak Capital Management
New Hampshire
$47K +$24K +150 +122%
CHA
1121
Carmichael Hill & Associates
Maryland
$45K +$320 +2 +0.8%
SLF
1122
Sun Life Financial
Ontario, Canada
$45K +$961 +6 +2%
BCWM
1123
Bartlett & Co Wealth Management
Ohio
$44.2K -$1.12K -7 -3%
BC
1124
Bartlett & Co
Ohio
$44K -$1.12K -7 -3%
TFO
1125
Tarbox Family Office
California
$44K -$961 -6 -2%
43 44
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