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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GJCM
1101
Grand Jean Capital Management
California
$222K – – –
Q
1102
QVR
California
$220K +$237K +1,305 New
POIA
1103
Pin Oak Investment Advisors
Texas
$219K – – –
GF
1104
Gries Financial
Ohio
$218K – – –
AIA
1105
Alera Investment Advisors
Illinois
$218K +$5.46K +30 +2%
GW
1106
GW & Wade
Massachusetts
$217K +$364 +2 +0.2%
GWM
1107
Geneos Wealth Management
Colorado
$217K +$65.5K +360 +40%
BHBT
1108
Burke & Herbert Bank & Trust
Virginia
$216K – – –
WC
1109
Wexford Capital
Florida
$215K -$1.74M -9,544 -88%
FMP
1110
Financial Management Professionals
Texas
$215K +$11.6K +64 +5%
WPC
1111
Wedmont Private Capital
Pennsylvania
$215K +$38.4K +211 +20%
TFCP
1112
Twin Focus Capital Partners
Massachusetts
$214K -$39.5K -217 -15%
DGAM
1113
Desjardins Global Asset Management
Quebec, Canada
$212K -$14K -77 -6%
JC
1114
JB Capital
Connecticut
$212K +$5.28K +29 +2%
PP
1115
PDS Planning
Ohio
$212K +$229K +1,261 New
1WA
1116
180 Wealth Advisors
Washington
$210K -$40.6K -223 -15%
PTB
1117
Pioneer Trust Bank
Oregon
$210K – – –
SCM
1118
Sandler Capital Management
New York
$210K – – –
PNC
1119
Park National Corp
Ohio
$209K -$22.7K -125 -9%
PMA
1120
Prudent Man Advisors
Illinois
$209K – – –
ARC
1121
Advisor Resource Council
Texas
$209K +$226K +1,240 New
AG
1122
AIA Group
Hong Kong
$208K +$116K +637 +107%
FCH
1123
Freestone Capital Holdings
Washington
$207K -$279K -1,533 -55%
MWM
1124
Modera Wealth Management
New Jersey
$207K +$2K +11 +0.9%
IAA
1125
Ironsides Asset Advisors
North Carolina
$206K – – –
43 44
45
46 47