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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
751
Hills Bank & Trust
Iowa
$712K – – –
NC
752
NovaPoint Capital
Georgia
$711K -$6.74K -36 -1%
KAS
753
Kestra Advisory Services
Texas
$710K +$681K +3,637 New
DWM
754
Dakota Wealth Management
Florida
$707K -$337K -1,801 -33%
TNAM
755
Terra Nova Asset Management
New York
$706K +$144K +771 +27%
CMO
756
Covenant Multifamily Offices
Texas
$705K +$231K +1,236 +52%
LWM
757
Loveless Wealth Management
Montana
$704K +$63.1K +337 +10%
AGM
758
Alpine Global Management
New York
$688K +$661K +3,528 New
IF
759
Intrua Financial
Texas
$687K +$6.55K +35 +1%
ECM
760
Evergreen Capital Management
Washington
$684K +$29.4K +157 +5%
FMT
761
First Mercantile Trust
Tennessee
$680K -$314K -1,675 -32%
IWC
762
Integrated Wealth Concepts
Massachusetts
$680K -$27.9K -149 -4%
AF
763
Advisornet Financial
Minnesota
$680K +$8.8K +47 +1%
CRC
764
Curi RMB Capital
Illinois
$679K – – –
I
765
INVST
Indiana
$678K +$49.1K +262 +9%
EFS
766
Essex Financial Services
Connecticut
$677K – – –
BAM
767
Belpointe Asset Management
Nevada
$671K -$141K -753 -18%
MMPW
768
Mitchell McLeod Pugh & Williams
Alabama
$664K +$35.4K +189 +6%
CWM
769
Calamos Wealth Management
Illinois
$662K -$4.87K -26 -0.8%
EAMA
770
EFG Asset Management (Americas)
Florida
$662K +$22.7K +121 +4%
MWM
771
Minot Wealth Management
Massachusetts
$658K +$10.9K +58 +2%
KLCM
772
KG&L Capital Management
Louisiana
$653K -$66.1K -353 -10%
CGL
773
Clarius Group LLC
Washington
$651K +$16.7K +89 +3%
EI
774
Ethic Inc
New York
$650K +$70.6K +377 +13%
RHBC
775
R.H. Bluestein & Co
Michigan
$646K -$35.6M -190,186 -98%
29 30
31
32 33