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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
876
Key Capital Management
Tennessee
$3.03K +$3.51K +40 New
IWP
877
IAG Wealth Partners
Wisconsin
$2.73K – – –
MP
878
McDonald Partners
Ohio
$2.73K +$3.16K +36 New
GCM
879
Gables Capital Management
Florida
$2.65K – – –
LB
880
Legacy Bridge
Iowa
$2.65K – – –
BCPWM
881
Bradley & Co Private Wealth Management
Florida
$2.65K – – –
CWP
882
Clark Wealth Partners
Illinois
$2.5K -$615 -7 -18%
BH
883
Burk Holdings
Oklahoma
$2.42K – – –
RWS
884
Retirement Wealth Solutions
Wisconsin
$2.26K -$88 -1 -3%
BFPW
885
BOK Financial Private Wealth
Colorado
$2.12K +$2.46K +28 New
WTA
886
Washington Trust Advisors
Massachusetts
$2.12K – – –
SEP
887
Signature Equity Partners
Ohio
$2.04K -$2.2K -25 -48%
AWM
888
Activest Wealth Management
Florida
$2.01K +$2.37K +27 New
KFA
889
Kelleher Financial Advisors
New York
$1.89K +$2.2K +25 New
KFI
890
Key Financial Inc
Pennsylvania
$1.82K -$3.43K -39 -62%
SFS
891
Sunrise Financial Services
Washington
$1.82K – – –
WA
892
Whipplewood Advisors
Colorado
$1.74K -$4.92K -56 -71%
1IA
893
1620 Investment Advisors
Massachusetts
$1.74K – – –
PWA
894
Principia Wealth Advisory
Texas
$1.74K +$351 +4 +21%
HIW
895
Holos Integrated Wealth
Pennsylvania
$1.7K – – –
IPS
896
Investors Portfolio Services
Washington
$1.67K – – –
HFS
897
Hughes Financial Services
Virginia
$1.67K -$1.93K -22 -50%
PAG
898
Paladin Advisory Group
Iowa
$1.67K – – –
SIM
899
Synergy Investment Management
Florida
$1.66K +$1.84K +21 New
FMP
900
Financial Management Professionals
Texas
$1.59K +$88 +1 +5%
34 35
36
37 38