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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
951
Financial Perspectives
Minnesota
$317K +$251K +1,468 +202%
GC
952
Gilbert & Cook
Iowa
$314K +$417K +2,439 New
PMG
953
ProVise Management Group
Florida
$312K -$4.79K -28 -1%
EWM
954
Empirical Wealth Management
Washington
$310K +$59.9K +350 +19%
WAP
955
Wealthcare Advisory Partners
Pennsylvania
$309K +$68.1K +398 +23%
CT
956
Colonial Trust
South Carolina
$309K +$366K +2,136 New
PRWA
957
Platte River Wealth Advisors
Colorado
$306K – – –
LFM
958
LGT Fund Management
Liechtenstein
$304K – – –
CW
959
CreativeOne Wealth
Kansas
$303K +$47.7K +279 +15%
CBFP
960
Cedar Brook Financial Partners
Ohio
$303K +$107K +623 +42%
SWM
961
Spire Wealth Management
Virginia
$301K -$90.2K -527 -20%
FFA
962
Founders Financial Alliance
North Carolina
$301K +$7.02K +41 +2%
SCM
963
Stevens Capital Management
Pennsylvania
$300K -$195K -1,142 -36%
SAM
964
Strategy Asset Managers
California
$298K +$353K +2,064 New
KWM
965
Kolinsky Wealth Management
New Jersey
$297K +$1.03K +6 +0.3%
BFO
966
Boston Family Office
Massachusetts
$296K – – –
BB
967
Berkshire Bank
Massachusetts
$289K -$15.7K -92 -4%
GAG
968
GM Advisory Group
New York
$289K – – –
HIG
969
Heritage Investment Group
Florida
$289K – – –
SAM
970
Silvercrest Asset Management
New York
$286K – – –
HBT
971
Hills Bank & Trust
Iowa
$284K -$197K -1,150 -37%
OFS
972
OneAscent Financial Services
Alabama
$283K -$67.9K -397 -17%
IAP
973
Indie Asset Partners
Indiana
$283K – – –
SSG
974
Summit Securities Group
New York
$283K +$43.6K +255 +15%
ANTB
975
AMG National Trust Bank
Colorado
$280K +$332K +1,937 New
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