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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Minot Wealth Management
Massachusetts
$640K +$78.7K +407 +12%
SBL
777
Sargent Bickham Lagudis
Colorado
$639K +$128K +661 +22%
AWM
778
Altium Wealth Management
New York
$637K -$63.4K -328 -8%
LCM
779
Landscape Capital Management
New Jersey
$632K +$705K +3,646 New
DWM
780
Dakota Wealth Management
Florida
$631K +$3.29K +17 +0.5%
CMO
781
Covenant Multifamily Offices
Texas
$623K – – –
EAMA
782
EFG Asset Management (Americas)
Florida
$622K +$37.7K +195 +6%
CWM
783
Chesapeake Wealth Management
Virginia
$619K -$60.7K -314 -8%
IF
784
Intrua Financial
Texas
$619K -$20.5K -106 -3%
IB
785
Intrust Bank
Kansas
$618K +$202K +1,044 +41%
ECM
786
Evergreen Capital Management
Washington
$615K +$8.7K +45 +1%
ACM
787
Alethea Capital Management
Washington
$615K +$686K +3,547 New
BAM
788
Belpointe Asset Management
Nevada
$613K +$20.7K +107 +3%
LAIC
789
Lederer & Associates Investment Counsel
California
$613K +$44.5K +230 +7%
ESB
790
Essex Savings Bank
Connecticut
$606K -$3.48K -18 -0.6%
CRC
791
Curi RMB Capital
Illinois
$606K +$3.67K +19 +0.5%
TC
792
TownSquare Capital
Utah
$605K +$280K +1,451 +71%
WFI
793
West Family Investments
California
$601K +$48.1K +249 +8%
CGL
794
Clarius Group LLC
Washington
$599K +$23.2K +120 +4%
C
795
Certuity
Florida
$599K +$135K +700 +25%
RHBC
796
R.H. Bluestein & Co
Michigan
$598K +$27.1K +140 +4%
I
797
INVST
Indiana
$593K +$16.2K +84 +3%
MMPW
798
Mitchell McLeod Pugh & Williams
Alabama
$589K – – –
OWM
799
OneAscent Wealth Management
Alabama
$588K +$656K +3,392 New
LWM
800
Laidlaw Wealth Management
New York
$586K +$35.8K +185 +6%
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