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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
726
Integrated Advisors Network
Texas
$763K +$22.6K +132 +3%
WA
727
WBH Advisory
Maryland
$760K -$55.6K -325 -6%
SAM
728
Shell Asset Management
Netherlands
$759K -$312K -1,825 -26%
OCM
729
Orleans Capital Management
Louisiana
$757K +$53.1K +310 +6%
CRWM
730
Castle Rock Wealth Management
California
$751K +$7.02K +41 +0.7%
MOS
731
MGO One Seven
Ohio
$738K +$97K +567 +12%
AWM
732
Apollon Wealth Management
South Carolina
$738K +$413K +2,414 +90%
TCOT
733
Trust Company of Toledo
Ohio
$733K – – –
BHA
734
Beech Hill Advisors
New York
$727K +$36.8K +215 +4%
FFN
735
Focus Financial Network
Minnesota
$725K +$46.4K +271 +6%
CAAS
736
Capital Asset Advisory Services
Michigan
$724K -$197K -1,153 -19%
BFA
737
Bill Few Associates
Pennsylvania
$721K -$11.8K -69 -1%
PCM
738
Parsons Capital Management
Rhode Island
$718K -$50K -292 -6%
NSB
739
Norway Savings Bank
Maine
$715K -$63.3K -370 -7%
BCP
740
Blue Chip Partners
Michigan
$710K +$6.67K +39 +0.8%
BAM
741
Belpointe Asset Management
Nevada
$708K +$196K +1,147 +31%
GRP
742
Global Retirement Partners
California
$705K +$160K +935 +21%
MPPW
743
Mitchell & Pahl Private Wealth
Oklahoma
$704K +$91.9K +537 +12%
IFWM
744
Institute for Wealth Management
Colorado
$695K -$2.91K -17 -0.4%
AAM
745
AR Asset Management
California
$694K – – –
HCM
746
Hollencrest Capital Management
California
$694K – – –
SWP
747
Stratos Wealth Partners
Ohio
$680K -$73.6K -430 -8%
HT
748
Heritage Trust
Oklahoma
$680K +$805K +4,702 New
CP
749
Covenant Partners
Tennessee
$678K – – –
MW
750
Marcum Wealth
Ohio
$668K +$60.8K +355 +8%
28 29
30
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