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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Segment Wealth Management
Texas
$375K +$14.9K +110 +4%
DA
902
Dover Advisors
Virginia
$375K +$373K +2,758 New
FCBT
903
First Citizens Bank & Trust
North Carolina
$374K -$84.7K -626 -19%
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$370K +$79.5K +588 +27%
SCM
905
Shelton Capital Management
Colorado
$370K -$9.74K -72 -3%
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$368K – – –
VEA
907
Virtus ETF Advisers
New York
$368K -$860K -6,362 -70%
AIC
908
Archer Investment Corporation
Indiana
$367K – – –
OWM
909
OneAscent Wealth Management
Alabama
$367K +$50.4K +373 +16%
OCM
910
Orleans Capital Management
Louisiana
$365K -$344K -2,545 -49%
KLCM
911
KG&L Capital Management
Louisiana
$364K +$7.71K +57 +2%
EI
912
Ellevest Inc
New York
$364K +$188K +1,387 +107%
PMA
913
Prudent Man Advisors
Illinois
$361K +$40.3K +298 +13%
OFS
914
OneAscent Financial Services
Alabama
$358K +$92.8K +686 +35%
AWM
915
Accurate Wealth Management
Florida
$357K +$72.5K +536 +28%
ESB
916
Essex Savings Bank
Connecticut
$355K -$33.7K -249 -9%
BHCM
917
Boulder Hill Capital Management
New York
$353K +$352K +2,600 New
CBFP
918
Cedar Brook Financial Partners
Ohio
$350K +$66K +488 +23%
WANY
919
Wealthspire Advisors (New York)
New York
$349K +$348K +2,575 New
MWA
920
Meridian Wealth Advisors
Texas
$347K -$15.3K -113 -4%
BS
921
Boenning & Scattergood
Pennsylvania
$346K – – –
BTI
922
Blue Trust Inc
Georgia
$346K +$201K +1,487 +164%
P
923
Pitcairn
Pennsylvania
$345K +$7.98K +59 +2%
SSG
924
Summit Securities Group
New York
$344K +$78.3K +579 +30%
CWP
925
Cyndeo Wealth Partners
Florida
$343K +$342K +2,528 New
35 36
37
38 39