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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
776
Price Wealth
Texas
$6K +$3.43K +33 +220%
SMFS
777
Squar Milner Financial Services
California
$6K +$5.82K +56 New
ME
778
McIlrath & Eck
Washington
$6K +$6.13K +59 New
PGWM
779
Parisi Gray Wealth Management
New Jersey
$5K -$416 -4 -8%
BBHC
780
Brown Brothers Harriman & Co
New York
$5K – – –
JAM
781
JCIC Asset Management
Ontario, Canada
$5K – – –
RWA
782
Ropes Wealth Advisors
Massachusetts
$5K – – –
CFG
783
Citizens Financial Group
Rhode Island
$5K +$4.67K +45 New
DWM
784
Destination Wealth Management
California
$5K +$4.99K +48 New
OIA
785
Optimum Investment Advisors
Illinois
$5K +$4.99K +48 New
MSA
786
Marino Stram & Associates
Massachusetts
$4K -$3.01K -29 -45%
AWM
787
Avior Wealth Management
Nebraska
$4K -$935 -9 -21%
FMB
788
Field & Main Bank
Kentucky
$4K – – –
CIA
789
CSat Investment Advisory
Michigan
$4K +$4.05K +39 New
WWMSC
790
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.05K +39 New
MRCM
791
M&R Capital Management
New Jersey
$4K +$4.47K +43 New
SFG
792
SevenBridge Financial Group
Pennsylvania
$3K -$17.2K -166 -86%
LFG
793
LifePlan Financial Group
Ohio
$3K -$727 -7 -19%
CHC
794
City Holding Co
West Virginia
$3K – – –
FWM
795
Focused Wealth Management
New York
$3K – – –
CFC
796
Coyle Financial Counsel
Illinois
$3K +$3.22K +31 New
CCM
797
Covington Capital Management
California
$2K -$23.2K -223 -93%
BWM
798
Baystate Wealth Management
Massachusetts
$2K – – –
CAC
799
Certified Advisory Corp
Florida
$2K – – –
CCM
800
Cribstone Capital Management
Maine
$2K – – –
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