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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
951
Visionary Wealth Advisors
Illinois
$253K +$29.2K +180 +13%
SWA
952
Stratos Wealth Advisors
Ohio
$252K +$257K +1,584 New
MFG
953
Magnus Financial Group
New York
$249K -$116K -713 -31%
OIM
954
Oder Investment Management
California
$249K +$257K +1,583 New
LSPW
955
Lake Street Private Wealth
Illinois
$248K -$5.19K -32 -2%
TSS
956
Two Sigma Securities
New York
$248K +$252K +1,555 New
WSTAM
957
Wilbanks Smith & Thomas Asset Management
Virginia
$246K -$9.57K -59 -4%
RSWM
958
Robertson Stephens Wealth Management
California
$246K +$17.2K +106 +7%
CAM
959
Crestone Asset Management
Colorado
$245K +$249K +1,536 New
CAG
960
Csenge Advisory Group
Florida
$244K -$106K -653 -30%
QCM
961
Quest Capital Management
Texas
$240K +$13.6K +84 +6%
CWP
962
Capital Wealth Planning
Florida
$239K -$37.5M -231,437 -99%
FFWM
963
Future Financial Wealth Management
Ohio
$239K +$243K +1,500 New
PMA
964
Prudent Man Advisors
Illinois
$238K – – –
OPS
965
Orion Portfolio Solutions
Nebraska
$237K -$31.3K -193 -11%
DA
966
Doliver Advisors
Texas
$237K +$27.1K +167 +13%
NA
967
NewEdge Advisors
Louisiana
$236K -$2.72M -16,753 -92%
BCM
968
Bourgeon Capital Management
Connecticut
$236K – – –
SFG
969
Summit Financial Group
West Virginia
$236K – – –
BP
970
Ballentine Partners
Massachusetts
$234K -$48.7K -300 -17%
CCB
971
Cutter & Co Brokerage
Missouri
$233K +$1.62K +10 +0.7%
LSA
972
Leonteq Securities AG
Switzerland
$231K +$236K +1,452 New
WAM
973
Wolverine Asset Management
Illinois
$231K -$151K -933 -39%
YMRC
974
Yorktown Management & Research Company
Virginia
$231K -$114K -700 -33%
PCG
975
Private Capital Group
Connecticut
$231K +$13.5K +83 +6%
37 38
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