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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
951
GC Wealth Management RIA
Massachusetts
$212K -$5.55K -51 -2%
BWP
952
BSW Wealth Partners
Colorado
$210K -$63.1K -580 -23%
SF
953
Synovus Financial
Georgia
$210K -$5.87K -54 -3%
CFO
954
CVA Family Office
Colorado
$210K -$13.6K -125 -6%
CW
955
CreativeOne Wealth
Kansas
$209K +$214K +1,970 New
MWA
956
Meridian Wealth Advisors
Texas
$208K -$2.07K -19 -1%
SF
957
Summit Financial
New Jersey
$208K -$134K -1,232 -39%
XT
958
XTX Topco
Cayman Islands
$208K +$214K +1,963 New
BIG
959
Brooklyn Investment Group
New York
$207K +$2.61K +24 +1%
IA
960
IFP Advisors
Florida
$207K -$8.59K -79 -4%
VFPI
961
Vantage Financial Partners (Illinois)
Illinois
$206K – – –
BJL
962
Brighton Jones LLC
Washington
$206K +$211K +1,943 New
PHK
963
Point72 Hong Kong
Hong Kong
$205K +$211K +1,940 New
EFG
964
Everhart Financial Group
Ohio
$204K +$210K +1,926 New
MC
965
Middleton & Co
Massachusetts
$203K – – –
LMKC
966
L.M. Kohn & Company
Ohio
$203K +$1.3K +12 +0.6%
KIA
967
KLR Investment Advisors
Rhode Island
$202K -$30.7K -282 -12%
EH
968
Equitable Holdings
New York
$202K -$2.83K -26 -1%
MGIA
969
Moneta Group Investment Advisors
Missouri
$201K -$37.9K -348 -15%
LA
970
LM Advisors
California
$201K +$109 +1 +0.1%
CT
971
Colonial Trust
South Carolina
$190K – – –
GRP
972
Global Retirement Partners
California
$189K -$31K -285 -14%
PWMA
973
Pension & Wealth Management Advisors
Massachusetts
$173K +$19.6K +180 +12%
POIA
974
Pin Oak Investment Advisors
Texas
$168K – – –
CJL
975
Cyrus J. Lawrence
New York
$168K +$173K +1,592 New
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