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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1301
Monetary Management Group
Missouri
$21K – – –
TIM
1302
Tortoise Investment Management
New York
$21K – – –
RBC
1303
Roble Belko & Company
Pennsylvania
$19K -$1.85K -10 -10%
CYG
1304
Clean Yield Group
Vermont
$19K +$8.31K +45 +102%
RG
1305
Retirement Group
California
$19K +$16.6K +90 New
CTB
1306
Country Trust Bank
Illinois
$18K – – –
DI
1307
Disciplined Investments
Oklahoma
$18K – – –
HI
1308
Hudock Inc
Pennsylvania
$18K +$185 +1 +1%
SCA
1309
Stonebridge Capital Advisors
Minnesota
$18K +$5.72K +31 +55%
BFC
1310
Bedel Financial Consulting
Indiana
$18K +$6.46K +35 +67%
AWM
1311
Avior Wealth Management
Nebraska
$17K -$11.1K -60 -42%
HFM
1312
Harvest Fund Management
China
$17K – – –
TFP
1313
Tilia Fiduciary Partners
North Carolina
$17K +$14.8K +80 New
ADL
1314
Asset Dedication LLC
California
$16K – – –
CCA
1315
Column Capital Advisors
Indiana
$16K – – –
CWM
1316
Curi Wealth Management
North Carolina
$15K +$13.5K +73 New
MSFP
1317
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
AFIA
1318
America First Investment Advisors
Nebraska
$13K – – –
BA
1319
Bellwether Advisors
Nebraska
$13K – – –
TJHA
1320
Thomas J. Herzfeld Advisors
Florida
$13K – – –
RA
1321
Rise Advisors
New York
$12.8K +$3.88K +21 New
SC
1322
Stephens Consulting
Michigan
$11.9K +$10.5K +57 New
RWM
1323
Raffa Wealth Management
District of Columbia
$11.7K -$2.77K -15 -21%
ASBI
1324
American State Bank (Iowa)
Iowa
$11.5K – – –
IBOK
1325
Independence Bank of Kentucky
Kentucky
$11K – – –
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