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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Clearstead Advisors
Ohio
$402K +$113K +825 +41%
AAS
702
Avantax Advisory Services
Texas
$401K +$384K +2,812 New
SSB
703
Sandy Spring Bank
Maryland
$400K -$8.19K -60 -2%
SFS
704
Sowell Financial Services
Arkansas
$400K +$20.5K +150 +6%
FBT
705
First Bank & Trust
South Dakota
$391K -$264K -1,936 -41%
SXL
706
Summit X LLC
Missouri
$391K – – –
GIA
707
Guyasuta Investment Advisors
Pennsylvania
$391K +$375K +2,750 New
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$389K – – –
EC
709
EMS Capital
New York
$388K – – –
CMBA
710
C.M. Bidwell & Associates
Hawaii
$388K +$34.8K +255 +10%
ERIM
711
Eagle Ridge Investment Management
Connecticut
$386K – – –
ECA
712
Elevated Capital Advisors
Utah
$386K +$371K +2,718 New
PL
713
Perpetual Ltd
Australia
$378K – – –
MFG
714
Magnus Financial Group
New York
$378K +$29.3K +215 +9%
MWP
715
MYCIO Wealth Partners
Pennsylvania
$378K +$46.8K +343 +15%
LWA
716
Lineweaver Wealth Advisors
Ohio
$374K +$360K +2,636 New
RMSCM
717
R.M. Sincerbeaux Capital Management
New York
$370K -$40.9K -300 -10%
AWE
718
Avidian Wealth Enterprises
Texas
$369K +$355K +2,599 New
WEC
719
Winslow Evans & Crocker
Massachusetts
$366K -$13.4K -98 -4%
HPC
720
HM Payson & Co
Maine
$366K – – –
PP
721
Parplus Partners
New York
$363K +$348K +2,551 New
CS
722
Comerica Securities
Michigan
$362K +$20.1K +147 +6%
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$362K +$347K +2,546 New
SVCP
724
Silicon Valley Capital Partners
California
$361K +$144K +1,059 +72%
IAN
725
Integrated Advisors Network
Texas
$360K +$346K +2,536 New
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