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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
726
Lavaca Capital
Texas
$688K +$2.63K +19 +0.4%
SRWM
727
Shira Ridge Wealth Management
California
$687K – – –
LB
728
Legacy Bridge
Iowa
$684K – – –
I
729
InceptionR
California
$683K -$288K -2,081 -29%
HWM
730
HB Wealth Management
Georgia
$680K -$23.2K -168 -3%
KPWS
731
Kestra Private Wealth Services
Texas
$680K +$702K +5,079 New
AWC
732
Abundance Wealth Counselors
Pennsylvania
$677K +$700K +5,061 New
BAM
733
Belpointe Asset Management
Nevada
$676K +$164K +1,183 +31%
CG
734
Caprock Group
Idaho
$676K +$185K +1,338 +36%
AF
735
Allworth Financial
California
$673K +$152K +1,099 +28%
AT
736
Arden Trust
Delaware
$673K +$40.5K +293 +6%
SFI
737
Siemens Fonds Invest
Germany
$672K +$29K +210 +4%
IAA
738
Independent Advisor Alliance
North Carolina
$672K -$51.8K -375 -7%
BBHC
739
Brown Brothers Harriman & Co
New York
$654K -$20.7K -150 -3%
BFA
740
Bill Few Associates
Pennsylvania
$648K – – –
MP
741
McDonald Partners
Ohio
$647K +$24.6K +178 +4%
MW
742
Marcum Wealth
Ohio
$647K +$180K +1,305 +37%
BFA
743
BBJS Financial Advisors
Washington
$646K +$667K +4,824 New
HCM
744
Hollencrest Capital Management
California
$642K -$3.59K -26 -0.5%
AAM
745
AR Asset Management
California
$642K +$664K +4,800 New
AA
746
Ancora Advisors
Ohio
$641K +$7.05K +51 +1%
PTC
747
Private Trust Company
Ohio
$637K +$44.8K +324 +7%
AGC
748
Aspen Grove Capital
Colorado
$636K -$18.1K -131 -3%
CAM
749
Chesapeake Asset Management
New York
$632K +$653K +4,722 New
QPWM
750
Quadrant Private Wealth Management
Pennsylvania
$625K +$29.4K +213 +5%
28 29
30
31 32