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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
Secure Asset Management
Michigan
$338K +$24K +130 +9%
TPWA
1002
TRUE Private Wealth Advisors
Oregon
$337K -$6.09K -33 -2%
PIG
1003
Pantheon Investment Group
California
$336K +$4.8K +26 +2%
CWC
1004
Carolinas Wealth Consulting
North Carolina
$336K +$6.65K +36 +2%
BHIA
1005
Birch Hill Investment Advisors
Massachusetts
$334K – – –
AFG
1006
Allegheny Financial Group
Pennsylvania
$330K +$185 +1 +0.1%
AWM
1007
Axxcess Wealth Management
California
$327K +$290K +1,568 New
SVWAG
1008
Sound View Wealth Advisors Group
Georgia
$326K -$185 -1 -0.1%
SFG
1009
Summit Financial Group
West Virginia
$324K +$13.1K +71 +5%
FAG
1010
Fortitude Advisory Group
Washington
$324K +$286K +1,550 New
AT
1011
Arden Trust
Delaware
$322K – – –
CAM
1012
Crestone Asset Management
Colorado
$321K – – –
CI
1013
CPR Investments
Michigan
$321K +$284K +1,536 New
CW
1014
CreativeOne Wealth
Kansas
$319K +$69.2K +375 +32%
RWRC
1015
R.W. Roge & Company
New York
$318K – – –
WSTAM
1016
Wilbanks Smith & Thomas Asset Management
Virginia
$316K -$185 -1 -0.1%
JWCA
1017
J.W. Coons Advisors
Ohio
$316K +$8.31K +45 +3%
AGP
1018
Autumn Glory Partners
Texas
$316K +$280K +1,516 New
RPCONE
1019
Retirement Planning Company of New England
Rhode Island
$316K +$280K +1,518 New
BBNA
1020
Bremer Bank National Association
Minnesota
$315K -$55.4K -300 -17%
EGA
1021
E&G Advisors
Texas
$313K – – –
GCIA
1022
Gabelli & Co Investment Advisers
New York
$313K – – –
FHB
1023
First Hawaiian Bank
Hawaii
$313K +$2.77K +15 +1%
NF
1024
NTB Financial
Colorado
$313K +$277K +1,501 New
CBN
1025
Cadence Bank NA
Texas
$311K +$185 +1 +0.1%
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