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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1026
Covenant Asset Management
New Jersey
$254K -$1.99M -14,689 -89%
OIM
1027
Oder Investment Management
California
$254K +$9.87K +73 +4%
KAS
1028
Kestra Advisory Services
Texas
$254K +$253K +1,873 New
XT
1029
XTX Topco
Cayman Islands
$253K -$60.7K -449 -19%
1IA
1030
1834 Investment Advisors
Wisconsin
$252K -$477K -3,527 -65%
ACM
1031
Advisors Capital Management
New Jersey
$252K -$676 -5 -0.3%
KC
1032
Kades & Cheifetz
Pennsylvania
$251K +$250K +1,852 New
JWWM
1033
Johnson & White Wealth Management
Pennsylvania
$250K +$214K +1,584 New
FDS
1034
Freedom Day Solutions
Texas
$249K -$335K -2,477 -57%
FWM
1035
FFT Wealth Management
Pennsylvania
$248K – – –
SMH
1036
Sanders Morris Harris
Texas
$248K – – –
RPWA
1037
Regent Peak Wealth Advisors
Georgia
$245K -$11.2K -83 -4%
CCA
1038
Cravens & Co Advisors
Tennessee
$245K +$244K +1,805 New
GWM
1039
Geneos Wealth Management
Colorado
$244K +$54.1K +400 +29%
AIM
1040
Allen Investment Management
New York
$240K – – –
TA
1041
Townsend & Associates
Colorado
$238K +$12.2K +90 +6%
WI
1042
Wintrust Investments
Illinois
$238K +$4.33K +32 +2%
IAA
1043
Independent Advisor Alliance
North Carolina
$236K +$188K +1,388 +35%
RWRC
1044
R.W. Roge & Company
New York
$236K – – –
IP
1045
Ignite Planners
California
$232K +$676 +5 +0.3%
CCA
1046
Childress Capital Advisors
Texas
$230K -$110K -817 -32%
FMP
1047
Financial Management Professionals
Texas
$230K +$43.9K +325 +24%
PWMA
1048
Pension & Wealth Management Advisors
Massachusetts
$229K +$229K +1,691 New
EL
1049
EMFO LLC
Florida
$229K – – –
PCP
1050
Proficio Capital Partners
Massachusetts
$227K +$227K +1,677 New
40 41
42
43 44