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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
751
Integrated Advisors Network
Texas
$281K -$160K -1,718 -39%
LS
752
Livforsakringsbolaget Skandia
Sweden
$279K – – –
CCA
753
Childress Capital Advisors
Texas
$278K -$13.1K -140 -5%
CAMG
754
CWA Asset Management Group
Florida
$278K +$20.4K +219 +9%
WA
755
Wealth Alliance
New York
$277K +$248K +2,657 New
MC
756
Moors & Cabot
Massachusetts
$274K -$26.5K -284 -10%
AWM
757
Accurate Wealth Management
Florida
$273K +$37.1K +397 +16%
AWM
758
Angeles Wealth Management
California
$272K -$78.6K -842 -24%
AA
759
ALPS Advisors
Colorado
$271K -$53.7K -575 -18%
CFP
760
Catalyst Financial Partners
Massachusetts
$271K -$20.9K -224 -8%
PIA
761
Perennial Investment Advisors
California
$268K +$240K +2,567 New
BSTWA
762
Blake Schutter Theil Wealth Advisors
Ohio
$267K – – –
SMA
763
Sage Mountain Advisors
Georgia
$266K +$238K +2,552 New
CW
764
CreativeOne Wealth
Kansas
$266K -$10.3K -110 -4%
SFS
765
Stiles Financial Services
Minnesota
$265K – – –
SOAMC
766
Spirit of America Management Corp
New York
$265K – – –
VR
767
Valued Retirements
Texas
$264K -$3.92K -42 -2%
SWP
768
Stratos Wealth Partners
Ohio
$263K -$92.3K -988 -28%
LA
769
Legacy Advisors
Pennsylvania
$262K +$235K +2,512 New
WF
770
Welch & Forbes
Massachusetts
$259K – – –
SCTC
771
Sanibel Captiva Trust Company
Florida
$259K -$28.1K -301 -11%
RPC
772
Rossmore Private Capital
Connecticut
$258K -$65.5K -702 -22%
CI
773
CX Institutional
Indiana
$258K +$231K +2,476 New
CB
774
Cadence Bank
Mississippi
$258K +$13.3K +142 +6%
LF
775
Lee Financial
Texas
$258K +$231K +2,471 New
29 30
31
32 33