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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1001
HighMark Wealth Management
Minnesota
$1.33K +$1.38K +15 New
SC
1002
Stephens Consulting
Michigan
$1.16K +$1.2K +13 New
WPA
1003
Wealth Preservation Advisors
Tennessee
$1.16K – – –
MW
1004
Merited Wealth
Florida
$1.16K +$1.2K +13 New
NSIM
1005
North Star Investment Management
Illinois
$1.07K +$1.1K +12 New
MGI
1006
Miller Global Investments
Texas
$978 +$1.01K +11 New
DJSG
1007
D.J. St. Germain
Massachusetts
$889 – – –
BFS
1008
Bare Financial Services
Pennsylvania
$800 -$3.22K -35 -80%
ACA
1009
American Capital Advisory
Idaho
$800 +$368 +4 +80%
AIS
1010
Advocate Investing Services
Maryland
$800 +$828 +9 New
GFA
1011
Godfrey Financial Associates
New York
$800 +$828 +9 New
OA
1012
Operose Advisors
Wisconsin
$711 – – –
NL
1013
NorthAvenue LLC
Ohio
$711 +$736 +8 New
CSB
1014
City State Bank
Iowa
$622 +$644 +7 New
TFM
1015
TFC Financial Management
Massachusetts
$534 +$368 +4 +200%
OC
1016
Optima Capital
Oregon
$533 +$552 +6 New
CA
1017
Crewe Advisors
Utah
$445 +$460 +5 New
LIA
1018
Luken Investment Analytics
Tennessee
$444 +$460 +5 New
CJ
1019
Caitlin John
Michigan
$442 – – –
TBFA
1020
Three Bearings Fiduciary Advisors
New Hampshire
$435 +$460 +5 New
EP
1021
Essential Partners
California
$355 -$5.33K -58 -94%
DCM
1022
Davis Capital Management
Florida
$355 +$368 +4 New
EFMH
1023
E Fund Management (HK)
Hong Kong
$255 – – –
PWAM
1024
Private Wealth Asset Management
Iowa
$178 – – –
LGWM
1025
Litman Gregory Wealth Management
California
$178 +$184 +2 New
39 40
41
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