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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
926
Sutton Wealth Advisors
Florida
$417K +$2.91K +16 +0.7%
LS
927
Livforsakringsbolaget Skandia
Sweden
$415K -$164K -900 -27%
TPWM
928
Twelve Points Wealth Management
Massachusetts
$414K -$2.73K -15 -0.6%
LWCFA
929
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K -$192K -1,057 -30%
DFG
930
Demars Financial Group
Washington
$411K +$61.1K +336 +16%
FWIA
931
Fort Washington Investment Advisors
Ohio
$408K -$1.55M -8,540 -78%
PFGIA
932
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$27.3K -150 -6%
SSWG
933
Seven Springs Wealth Group
Tennessee
$405K +$79.9K +439 +22%
RCIM
934
Red Cedar Investment Management
Michigan
$404K +$437K +2,400 New
MWM
935
Minot Wealth Management
Massachusetts
$402K -$65.3K -359 -13%
VFPI
936
Vantage Financial Partners (Illinois)
Illinois
$402K – – –
BCM
937
BTC Capital Management
Iowa
$401K -$126K -694 -23%
BIAS
938
Beacon Investment Advisory Services
New Jersey
$400K -$24.6K -135 -5%
PCS
939
Personal CFO Solutions
New Jersey
$400K +$36K +198 +9%
TAM
940
Tocqueville Asset Management
New York
$399K – – –
OFS
941
OneAscent Financial Services
Alabama
$396K -$42.9K -236 -9%
RPCONE
942
Retirement Planning Company of New England
Rhode Island
$393K -$3.09K -17 -0.7%
LWAC
943
Laurel Wealth Advisors (California)
California
$391K -$13.1K -72 -3%
RWM
944
Ritholtz Wealth Management
New York
$389K +$113K +620 +37%
AWM
945
Accurate Wealth Management
Florida
$386K -$1.09K -6 -0.3%
PWA
946
Phoenix Wealth Advisors
North Carolina
$385K -$1.05M -5,788 -72%
GL
947
Graypoint LLC
New York
$384K +$34K +187 +9%
CIC
948
Chase Investment Counsel
Virginia
$377K +$23.8K +131 +6%
SAM
949
Secure Asset Management
Michigan
$376K +$407K +2,235 New
LIM
950
Longfellow Investment Management
Massachusetts
$375K – – –
36 37
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