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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
926
Ranch Capital Advisors
Florida
$66K +$63.8K +468 New
TFS
927
TrustCore Financial Services
Tennessee
$64K – – –
TCWM
928
Total Clarity Wealth Management
Illinois
$64K +$61.4K +450 New
GFPC
929
Global Financial Private Client
Florida
$62.7K +$60.2K +441 New
NSIM
930
North Star Investment Management
Illinois
$62K +$13.9K +102 +31%
HR
931
Howe & Rusling
New York
$61K +$4.78K +35 +9%
SCM
932
Silvant Capital Management
Georgia
$59K – – –
EI
933
Ellevest Inc
New York
$58K +$54.8K +402 +6,700%
ONST
934
Old North State Trust
North Carolina
$57K – – –
RWA
935
Ropes Wealth Advisors
Massachusetts
$57K +$28.6K +210 +111%
DWA
936
Dougherty Wealth Advisers
Minnesota
$56K – – –
FHA
937
Flagship Harbor Advisors
Massachusetts
$54K +$4.23K +31 +9%
SL
938
Savior LLC
Massachusetts
$53K +$50.5K +370 New
DOA
939
D'Orazio & Associates
Virginia
$52K +$409 +3 +0.8%
CCM
940
Covington Capital Management
California
$50K +$6.68K +49 +16%
RWM
941
Raffa Wealth Management
District of Columbia
$48.3K – – –
FCA
942
FinTrust Capital Advisors
South Carolina
$48K +$2.32K +17 +5%
CI
943
CX Institutional
Indiana
$45K – – –
LWA
944
Lenox Wealth Advisors
New York
$43K +$9K +66 +28%
AW
945
Alpha Windward
Massachusetts
$43K +$41.6K +305 New
HFS
946
HBC Financial Services
Washington
$42K +$40.9K +300 New
OIA
947
Optimum Investment Advisors
Illinois
$41K -$119K -875 -75%
CMA
948
Cedar Mountain Advisors
Oregon
$41K +$38.9K +285 New
GEA
949
Glen Eagle Advisors
New Jersey
$39.8K – – –
WQ
950
Wealth Quarterback
New Jersey
$39K +$4.73M +34,708 New
36 37
38
39 40