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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
926
Berman Capital Advisors
Georgia
$270K +$45.6K +281 +20%
PAMG
927
Patton Albertson Miller Group
Tennessee
$269K +$2.6K +16 +1%
DWP
928
Destiny Wealth Partners
Florida
$269K +$274K +1,690 New
TI
929
Tidal Investments
Wisconsin
$269K +$274K +1,691 New
SCA
930
STALEY CAPITAL ADVISERS
Pennsylvania
$268K – – –
SNT
931
Security National Trust
West Virginia
$266K – – –
SW
932
SteelPeak Wealth
California
$266K +$1.14K +7 +0.4%
AFG
933
Allegheny Financial Group
Pennsylvania
$264K +$269K +1,656 New
MG
934
Mather Group
Illinois
$263K -$8.6K -53 -3%
RIA
935
Realta Investment Advisors
Delaware
$261K +$14.8K +91 +6%
GL
936
Graypoint LLC
New York
$259K +$8.44K +52 +3%
PWP
937
Principle Wealth Partners
Connecticut
$256K +$261K +1,610 New
BHIA
938
Birch Hill Investment Advisors
Massachusetts
$255K – – –
CC
939
Cornerstone Capital
California
$255K – – –
EGA
940
E&G Advisors
Texas
$255K – – –
GCIA
941
Gabelli & Co Investment Advisers
New York
$255K – – –
SVWAG
942
Sound View Wealth Advisors Group
Georgia
$254K -$649 -4 -0.3%
COF
943
Capital One Financial
Virginia
$253K -$373K -2,300 -59%
SMH
944
Sanders Morris Harris
Texas
$253K – – –
T
945
TOBAM
France
$253K +$25.5K +157 +11%
VWA
946
Visionary Wealth Advisors
Illinois
$253K +$29.2K +180 +13%
SWA
947
Stratos Wealth Advisors
Ohio
$252K +$257K +1,584 New
MFG
948
Magnus Financial Group
New York
$249K -$116K -713 -31%
OIM
949
Oder Investment Management
California
$249K +$257K +1,583 New
LSPW
950
Lake Street Private Wealth
Illinois
$248K -$5.19K -32 -2%
36 37
38
39 40