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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Altium Wealth Management
New York
$428K -$34.4K -189 -7%
P
927
Pitcairn
Pennsylvania
$427K +$7.82K +43 +2%
CCA
928
Childress Capital Advisors
Texas
$427K +$18.4K +101 +4%
DLG
929
Daniel L. Goodwin
$421K – – –
SXL
930
Summit X LLC
Missouri
$418K -$10K -55 -2%
SWA
931
Sutton Wealth Advisors
Florida
$417K +$2.91K +16 +0.7%
LS
932
Livforsakringsbolaget Skandia
Sweden
$415K -$164K -900 -27%
TPWM
933
Twelve Points Wealth Management
Massachusetts
$414K -$2.73K -15 -0.6%
LWCFA
934
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K -$192K -1,057 -30%
DFG
935
Demars Financial Group
Washington
$411K +$61.1K +336 +16%
FWIA
936
Fort Washington Investment Advisors
Ohio
$408K -$1.55M -8,540 -78%
PFGIA
937
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$27.3K -150 -6%
SSWG
938
Seven Springs Wealth Group
Tennessee
$405K +$79.9K +439 +22%
RCIM
939
Red Cedar Investment Management
Michigan
$404K +$437K +2,400 New
MWM
940
Minot Wealth Management
Massachusetts
$402K -$65.3K -359 -13%
VFPI
941
Vantage Financial Partners (Illinois)
Illinois
$402K – – –
BCM
942
BTC Capital Management
Iowa
$401K -$126K -694 -23%
BIAS
943
Beacon Investment Advisory Services
New Jersey
$400K -$24.6K -135 -5%
PCS
944
Personal CFO Solutions
New Jersey
$400K +$36K +198 +9%
TAM
945
Tocqueville Asset Management
New York
$399K – – –
IAIM
946
International Assets Investment Management
Florida
$397K +$41.1K +226 +11%
OFS
947
OneAscent Financial Services
Alabama
$396K -$42.9K -236 -9%
RPCONE
948
Retirement Planning Company of New England
Rhode Island
$393K -$3.09K -17 -0.7%
LWAC
949
Laurel Wealth Advisors (California)
California
$391K -$13.1K -72 -3%
RWM
950
Ritholtz Wealth Management
New York
$389K +$113K +620 +37%
36 37
38
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