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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
651
Great Valley Advisor Group
Delaware
$239K +$22.3K +259 +10%
RCM
652
RB Capital Management
Nevada
$239K -$14.4K -167 -5%
IWM
653
IHT Wealth Management
Illinois
$238K +$5.85K +68 +2%
CBTWT
654
Community Bank & Trust (Waco, Texas)
Texas
$238K -$117K -1,356 -32%
JSW
655
Journey Strategic Wealth
New Jersey
$238K +$252K +2,926 New
BCM
656
BTC Capital Management
Iowa
$235K +$8.18K +95 +3%
OC
657
Oppenheimer & Co
New York
$234K -$4.82K -56 -2%
LFAS
658
Level Four Advisory Services
Texas
$231K +$9.55K +111 +4%
AWM
659
Aries Wealth Management
Maine
$230K – – –
MYAM
660
Meiji Yasuda Asset Management
Japan
$229K -$96.5K -1,121 -28%
IFWM
661
Institute for Wealth Management
Colorado
$229K -$20.5K -238 -8%
PFBT
662
Parkside Financial Bank & Trust
Missouri
$228K -$20.8K -242 -8%
PCS
663
Personal CFO Solutions
New Jersey
$228K +$241K +2,801 New
GMA
664
Glassy Mountain Advisors
Maryland
$226K – – –
HL
665
HeadInvest LLC
Maine
$225K -$19.4K -225 -8%
PFM
666
Patton Fund Management
Texas
$225K +$22.2K +258 +10%
WA
667
Wealth Alliance
New York
$224K +$36.7K +426 +18%
WAP
668
Wealthcare Advisory Partners
Pennsylvania
$222K -$8.87K -103 -4%
MAS
669
Meeder Advisory Services
Ohio
$222K -$286K -3,324 -55%
EFS
670
Essex Financial Services
Connecticut
$219K -$11.1K -129 -5%
TFIPS
671
Towarzystwo Funduszy Inwestycyjnych PZU SA
$216K +$25.8K +300 +13%
RCM
672
Raleigh Capital Management
North Carolina
$216K +$1.03K +12 +0.5%
CCP
673
Caden Capital Partners
California
$214K +$132K +1,538 +140%
SFP
674
Shepherd Financial Partners
Massachusetts
$211K – – –
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$210K +$19.5K +227 +10%
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