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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1001
Allegheny Financial Group
Pennsylvania
$274K -$14.9K -77 -5%
FAFN
1002
First Affirmative Financial Network
Colorado
$273K +$304K +1,575 New
CWC
1003
Carolinas Wealth Consulting
North Carolina
$272K -$13.3K -69 -4%
GAM
1004
Grandview Asset Management
Pennsylvania
$272K +$304K +1,572 New
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$271K – – –
CSPIA
1006
Cary Street Partners Investment Advisory
Virginia
$270K -$2.9K -15 -1%
BWP
1007
BSW Wealth Partners
Colorado
$269K +$300K +1,553 New
AT
1008
Arden Trust
Delaware
$268K -$97K -502 -25%
SGCA
1009
Steel Grove Capital Advisors
Tennessee
$268K +$47.2K +244 +19%
VWA
1010
Visionary Wealth Advisors
Illinois
$267K -$20.3K -105 -6%
CAM
1011
Crestone Asset Management
Colorado
$266K – – –
SW
1012
SteelPeak Wealth
California
$264K -$12.4K -64 -4%
WAS
1013
Wealth Advisory Solutions
Indiana
$263K -$1.05M -5,431 -78%
WSTAM
1014
Wilbanks Smith & Thomas Asset Management
Virginia
$263K -$22K -114 -7%
GCIA
1015
Gabelli & Co Investment Advisers
New York
$260K -$19.3K -100 -6%
EGA
1016
E&G Advisors
Texas
$260K +$290K +1,500 New
KFC
1017
Klingenstein Fields & Co
New York
$259K -$6.96K -36 -2%
CBN
1018
Cadence Bank NA
Texas
$258K +$387 +2 +0.1%
SAM
1019
Secure Asset Management
Michigan
$258K +$10.6K +55 +4%
BCM
1020
Bourgeon Capital Management
Connecticut
$257K – – –
SFG
1021
Summit Financial Group
West Virginia
$257K – – –
JWCA
1022
J.W. Coons Advisors
Ohio
$257K +$22.2K +115 +8%
FHB
1023
First Hawaiian Bank
Hawaii
$256K -$5.22K -27 -2%
RWM
1024
Ritholtz Wealth Management
New York
$254K -$82.5K -427 -23%
1WA
1025
180 Wealth Advisors
Washington
$254K -$11.2K -58 -4%
39 40
41
42 43