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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
726
Simplicity Solutions
Minnesota
$788K +$176K +939 +30%
SW
727
SVB Wealth
Massachusetts
$787K +$25.8K +138 +4%
AA
728
ALPS Advisors
Colorado
$786K -$92.5K -494 -11%
AWM
729
Altium Wealth Management
New York
$781K +$88K +470 +13%
CIM
730
CIM Investment Management
Pennsylvania
$773K -$15.5K -83 -2%
CWM
731
Chesapeake Wealth Management
Virginia
$759K -$65K -347 -8%
FBT
732
First Bankers Trust
Kentucky
$755K – – –
PCM
733
Pointe Capital Management
Michigan
$755K +$8.05K +43 +1%
MAM
734
Meeder Asset Management
Ohio
$748K +$102K +545 +17%
TI
735
Tidal Investments
Wisconsin
$747K +$295K +1,575 +70%
OCG
736
Opus Capital Group
Ohio
$744K -$182K -971 -20%
SWM
737
Spire Wealth Management
Virginia
$736K -$193K -1,033 -22%
PFC
738
Phocas Financial Corp
California
$732K -$16.5K -88 -2%
HVP
739
Hudson Value Partners
Florida
$726K +$21K +112 +3%
MAFM
740
Mid Atlantic Financial Management
Pennsylvania
$726K +$81.1K +433 +13%
RPC
741
Rossmore Private Capital
Connecticut
$725K +$696K +3,718 New
BIC
742
Beach Investment Counsel
Pennsylvania
$723K – – –
BFO
743
Biltmore Family Office
North Carolina
$717K +$24.7K +132 +4%
LA
744
LVW Advisors
New York
$715K +$38.2K +204 +6%
HBT
745
Hills Bank & Trust
Iowa
$712K – – –
NC
746
NovaPoint Capital
Georgia
$711K -$6.74K -36 -1%
KAS
747
Kestra Advisory Services
Texas
$710K +$681K +3,637 New
DWM
748
Dakota Wealth Management
Florida
$707K -$337K -1,801 -33%
TNAM
749
Terra Nova Asset Management
New York
$706K +$144K +771 +27%
CMO
750
Covenant Multifamily Offices
Texas
$705K +$231K +1,236 +52%
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