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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
701
Shira Ridge Wealth Management
California
$476K +$7.67K +74 +1%
BW
702
Bison Wealth
Georgia
$476K -$25.5K -246 -5%
SAM
703
Sompo Asset Management
Japan
$472K -$41.4K -400 -7%
BAM
704
Belpointe Asset Management
Nevada
$471K +$276K +2,661 +109%
LB
705
Legacy Bridge
Iowa
$470K – – –
WW
706
Waterfront Wealth
Kansas
$470K +$185K +1,783 +49%
CWM
707
Cordatus Wealth Management
Pennsylvania
$464K -$12.4K -120 -2%
SFI
708
Siemens Fonds Invest
Germany
$462K – – –
DS
709
DRW Securities
Illinois
$462K +$520K +5,016 New
HAIM
710
Hunter Associates Investment Management
Pennsylvania
$461K +$123K +1,190 +31%
KPWS
711
Kestra Private Wealth Services
Texas
$459K +$517K +4,988 New
AC
712
AlphaCore Capital
California
$459K -$167K -1,613 -24%
LC
713
Lavaca Capital
Texas
$457K +$2.07K +20 +0.4%
AIS
714
American Investment Services
Massachusetts
$454K +$97.5K +941 +24%
FIM
715
Freedom Investment Management
Connecticut
$453K -$147K -1,418 -22%
WA
716
WBH Advisory
Maryland
$452K -$25.9K -250 -5%
AIM
717
Aigen Investment Management
New York
$452K -$2.06M -19,918 -80%
QPW
718
Quantum Private Wealth
Florida
$451K – – –
VSQM
719
V-Square Quantitative Management
Illinois
$449K +$229K +2,206 +83%
BHCM
720
Brevan Howard Capital Management
Jersey
$448K +$504K +4,867 New
SC
721
Savoie Capital
Illinois
$443K +$498K +4,810 New
AAM
722
AR Asset Management
California
$442K – – –
KLCM
723
KG&L Capital Management
Louisiana
$442K +$80.3K +775 +19%
EFMC
724
Empire Financial Management Company
New York
$437K +$257K +2,477 +109%
FFN
725
Focus Financial Network
Minnesota
$430K -$4.04K -39 -0.8%
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