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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
676
Independent Solutions Wealth Management
New York
$207K -$277K -3,218 -56%
SFS
677
Stiles Financial Services
Minnesota
$207K – – –
AA
678
ALPS Advisors
Colorado
$206K +$11.2K +130 +5%
IWS
679
Integrity Wealth Solutions
Colorado
$203K +$215K +2,502 New
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$203K -$16.7K -194 -7%
MG
681
Mather Group
Illinois
$202K +$214K +2,485 New
RPC
682
Rossmore Private Capital
Connecticut
$201K – – –
PAM
683
Parvin Asset Management
South Dakota
$201K – – –
PCM
684
Penserra Capital Management
California
$200K +$6.71K +78 +3%
WETS
685
Wealth Enhancement Trust Services
South Dakota
$194K – – –
EWA
686
EverSource Wealth Advisors
Alabama
$181K +$63.6K +739 +50%
PUI
687
Purpose Unlimited Inc
$168K – – –
SWM
688
SHP Wealth Management
Massachusetts
$158K -$36.9K -429 -18%
BC
689
Bayforest Capital
United Kingdom
$156K -$47.4K -551 -22%
AA
690
Ancora Advisors
Ohio
$152K -$123K -1,429 -43%
HI
691
Harbour Investments
Wisconsin
$152K +$75.1K +873 +88%
GBT
692
Grove Bank & Trust
Florida
$145K -$1.38K -16 -0.9%
LS
693
Livforsakringsbolaget Skandia
Sweden
$145K – – –
MEG
694
Millstone Evans Group
Colorado
$132K -$516 -6 -0.4%
PTC
695
Private Trust Company
Ohio
$131K -$129K -1,499 -48%
ESC
696
Eurizon SLJ Capital
$130K +$29.1K +338 +27%
NA
697
Networth Advisors
Pennsylvania
$130K – – –
FCAS
698
First Command Advisory Services
Texas
$127K +$2.58K +30 +2%
KFP
699
Kerr Financial Planning
California
$124K +$73.9K +858 +144%
CTC
700
Central Trust Company
Missouri
$121K +$11.9K +138 +10%
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