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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Edge Wealth Management
New York
$14K – – –
FWM
1002
FSA Wealth Management
Massachusetts
$14K – – –
MMG
1003
Monetary Management Group
Missouri
$14K – – –
RAM
1004
Riggs Asset Management
Pennsylvania
$14K – – –
SFSIG
1005
San Francisco Sentry Investment Group
California
$14K – – –
CFD
1006
Creative Financial Designs
Indiana
$14K +$14.9K +100 New
CCA
1007
Column Capital Advisors
Indiana
$12K -$18.2K -122 -60%
AT
1008
Arden Trust
Delaware
$12K +$11.9K +80 New
GSWM
1009
Golden State Wealth Management
California
$12K +$12.5K +84 New
MIM
1010
Macroview Investment Management
Maryland
$11K – – –
RDWM
1011
Red Door Wealth Management
Tennessee
$11K +$11.5K +77 New
FWM
1012
Focused Wealth Management
New York
$10K – – –
IWP
1013
IAG Wealth Partners
Wisconsin
$10K – – –
WCG
1014
Weaver Consulting Group
California
$10K +$149 +1 +2%
CAL
1015
Capital Advisors Ltd
Ohio
$10K +$10.6K +71 New
AFIA
1016
America First Investment Advisors
Nebraska
$9K – – –
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
ME
1018
McIlrath & Eck
Washington
$9K – – –
RWM
1019
Raffa Wealth Management
District of Columbia
$8.09K -$42.4K -284 -84%
BFC
1020
Bedel Financial Consulting
Indiana
$8K – – –
DAM
1021
Delta Asset Management
Tennessee
$8K – – –
PK
1022
Pflug Koory
Nebraska
$8K – – –
RMC
1023
Resources Management Corp
Connecticut
$8K – – –
SFA
1024
Semmax Financial Advisors
North Carolina
$7K -$5.22K -35 -43%
HWM
1025
HighMark Wealth Management
Minnesota
$7K -$5.07K -34 -39%
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