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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Accurate Wealth Management
Florida
$386K -$1.09K -6 -0.3%
PWA
952
Phoenix Wealth Advisors
North Carolina
$385K -$1.05M -5,788 -72%
GL
953
Graypoint LLC
New York
$384K +$34K +187 +9%
CIC
954
Chase Investment Counsel
Virginia
$377K +$23.8K +131 +6%
SAM
955
Secure Asset Management
Michigan
$376K +$407K +2,235 New
LIM
956
Longfellow Investment Management
Massachusetts
$375K – – –
DMBA
957
Deseret Mutual Benefit Administrators
Utah
$371K – – –
DPI
958
Diversified Portfolios Inc
Michigan
$370K – – –
ER
959
Enlightenment Research
Florida
$370K +$400K +2,200 New
PMG
960
ProVise Management Group
Florida
$368K +$4.55K +25 +1%
CS
961
Comerica Securities
Michigan
$364K +$4K +22 +1%
APP
962
Avantax Planning Partners
Iowa
$359K -$41.7K -229 -10%
LA
963
Legacy Advisors
Pennsylvania
$359K +$3.46K +19 +0.9%
PRWA
964
Platte River Wealth Advisors
Colorado
$357K – – –
LFM
965
LGT Fund Management
Liechtenstein
$354K – – –
JE
966
JMAC Enterprises
Pennsylvania
$354K +$36.4K +200 +11%
SG
967
StoneX Group
New York
$352K +$162K +889 +74%
BB
968
Berkshire Bank
Massachusetts
$352K -$36.8K -202 -9%
DTL
969
Dynamic Technology Lab
Singapore
$351K +$379K +2,085 New
IWM
970
IHT Wealth Management
Illinois
$350K -$30.6K -168 -7%
OBGC
971
O'Brien Greene & Co
Pennsylvania
$350K – – –
BP
972
Ballentine Partners
Massachusetts
$350K +$11.5K +63 +3%
TWM
973
Thrive Wealth Management
Pennsylvania
$350K +$23.8K +131 +7%
II
974
Inspire Investing
Idaho
$349K -$25.5K -140 -6%
MPCG
975
Matrix Private Capital Group
New York
$347K +$25.5K +140 +7%
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