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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Rialto Wealth Management
New York
$1.51K +$1.1K +12 +240%
KFAS
1002
Keating Financial Advisory Services
Kansas
$1.42K +$1.47K +16 New
HWM
1003
HighMark Wealth Management
Minnesota
$1.33K +$1.38K +15 New
SC
1004
Stephens Consulting
Michigan
$1.16K +$1.2K +13 New
WPA
1005
Wealth Preservation Advisors
Tennessee
$1.16K – – –
MW
1006
Merited Wealth
Florida
$1.16K +$1.2K +13 New
NSIM
1007
North Star Investment Management
Illinois
$1.07K +$1.1K +12 New
MGI
1008
Miller Global Investments
Texas
$978 +$1.01K +11 New
DJSG
1009
D.J. St. Germain
Massachusetts
$889 – – –
BFS
1010
Bare Financial Services
Pennsylvania
$800 -$3.22K -35 -80%
ACA
1011
American Capital Advisory
Idaho
$800 +$368 +4 +80%
AIS
1012
Advocate Investing Services
Maryland
$800 +$828 +9 New
GFA
1013
Godfrey Financial Associates
New York
$800 +$828 +9 New
OA
1014
Operose Advisors
Wisconsin
$711 – – –
NL
1015
NorthAvenue LLC
Ohio
$711 +$736 +8 New
CSB
1016
City State Bank
Iowa
$622 +$644 +7 New
TFM
1017
TFC Financial Management
Massachusetts
$534 +$368 +4 +200%
OC
1018
Optima Capital
Oregon
$533 +$552 +6 New
CA
1019
Crewe Advisors
Utah
$445 +$460 +5 New
LIA
1020
Luken Investment Analytics
Tennessee
$444 +$460 +5 New
CJ
1021
Caitlin John
Michigan
$442 – – –
TBFA
1022
Three Bearings Fiduciary Advisors
New Hampshire
$435 +$460 +5 New
EP
1023
Essential Partners
California
$355 -$5.33K -58 -94%
DCM
1024
Davis Capital Management
Florida
$355 +$368 +4 New
EFMH
1025
E Fund Management (HK)
Hong Kong
$255 – – –
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