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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Accurate Wealth Management
Florida
$291K -$2.53K -25 -0.9%
AWM
727
Aries Wealth Management
Maine
$291K – – –
ECM
728
Evergreen Capital Management
Washington
$290K -$68.5K -677 -19%
MAM
729
MMA Asset Management
Pennsylvania
$290K +$286K +2,821 New
CGL
730
Clarius Group LLC
Washington
$288K -$1.92K -19 -0.7%
PFS
731
Prospera Financial Services
Texas
$283K -$790K -7,802 -74%
SFP
732
Shepherd Financial Partners
Massachusetts
$282K – – –
CI
733
CX Institutional
Indiana
$282K +$26.9K +266 +11%
CCA
734
Childress Capital Advisors
Texas
$281K +$6.88K +68 +3%
GRP
735
Global Retirement Partners
California
$280K +$276K +2,728 New
CCFM
736
Clear Creek Financial Management
Washington
$277K -$47.2K -466 -15%
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$276K -$16K -158 -6%
LS
738
Livforsakringsbolaget Skandia
Sweden
$275K – – –
3IP
739
3Chopt Investment Partners
Virginia
$273K -$3.44K -34 -1%
NSAM
740
North Star Asset Management
Wisconsin
$271K +$63.8K +630 +31%
AA
741
ALPS Advisors
Colorado
$267K -$506 -5 -0.2%
OHWA
742
Oak Hill Wealth Advisors
Virginia
$267K +$263K +2,600 New
AUB
743
Atlantic Union Bankshares
Virginia
$264K -$50K -494 -16%
GL
744
Graypoint LLC
New York
$264K +$32.9K +325 +14%
BSTWA
745
Blake Schutter Theil Wealth Advisors
Ohio
$264K +$202 +2 +0.1%
SFS
746
Stiles Financial Services
Minnesota
$261K – – –
YDMI
747
Y.D. More Investments
Israel
$261K +$52.9K +523 +25%
EWA
748
EverSource Wealth Advisors
Alabama
$261K +$98.1K +969 +62%
CB
749
Cadence Bank
Mississippi
$260K +$6.17K +61 +2%
SC
750
Savant Capital
Illinois
$260K +$256K +2,532 New
28 29
30
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