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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
676
McGlone Suttner Wealth Management
Wisconsin
$354K +$21.7K +214 +6%
LFAS
677
Level Four Advisory Services
Texas
$354K +$7.89K +78 +2%
RCM
678
RB Capital Management
Nevada
$352K -$2.63K -26 -0.7%
GT
679
Glenview Trust
Kentucky
$351K +$368K +3,640 New
JSW
680
Journey Strategic Wealth
New Jersey
$349K +$40.1K +396 +12%
PS
681
Principal Securities
Iowa
$349K -$32.7K -323 -8%
ECM
682
Evergreen Capital Management
Washington
$344K +$74.9K +740 +26%
QL
683
Quarry LP
New York
$341K +$245K +2,423 +219%
MAM
684
MMA Asset Management
Pennsylvania
$338K +$69.2K +684 +24%
JWCA
685
J.W. Cole Advisors
Florida
$338K +$14.2K +140 +4%
HL
686
HeadInvest LLC
Maine
$334K – – –
PTC
687
Private Trust Company
Ohio
$333K -$1.01K -10 -0.3%
PA
688
Pinnacle Associates
New York
$333K -$1.72K -17 -0.5%
DAS
689
Dynamic Advisor Solutions
Arizona
$333K -$33.2K -328 -9%
CFO
690
Callan Family Office
Pennsylvania
$333K -$409K -4,044 -54%
LAIC
691
Lederer & Associates Investment Counsel
California
$332K -$15.3K -151 -4%
BIG
692
Brooklyn Investment Group
New York
$331K -$13.8K -136 -4%
PP
693
PDS Planning
Ohio
$331K +$17.3K +171 +5%
TAFW
694
Tred Avon Family Wealth
Maryland
$329K +$345K +3,410 New
BRWA
695
B. Riley Wealth Advisors
Florida
$328K -$126K -1,247 -27%
WA
696
WBH Advisory
Maryland
$328K -$25.3K -250 -7%
ACM
697
AlphaStar Capital Management
North Carolina
$322K +$31.2K +308 +10%
IFWM
698
Institute for Wealth Management
Colorado
$319K -$4.45K -44 -1%
RL
699
Rogco LP
Oklahoma
$318K +$1.32K +13 +0.4%
VT
700
Vise Technologies
New York
$315K -$173K -1,710 -34%
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