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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1026
Boothbay Fund Management
New York
$228K +$12.9K +93 +6%
CAM
1027
Covenant Asset Management
New Jersey
$227K -$25K -181 -10%
EL
1028
EMFO LLC
Florida
$226K – – –
BIC
1029
Beach Investment Counsel
Pennsylvania
$224K -$86.4K -625 -27%
LSPW
1030
Lake Street Private Wealth
Illinois
$224K – – –
ONST
1031
Old North State Trust
North Carolina
$223K +$1.66K +12 +0.7%
AOWM
1032
Alpha Omega Wealth Management
Virginia
$223K – – –
PP
1033
PDS Planning
Ohio
$220K +$227K +1,642 New
FCP
1034
Fidelis Capital Partners
Florida
$219K +$256K +1,849 New
KF
1035
Krilogy Financial
Missouri
$219K -$942K -6,815 -81%
JSW
1036
Journey Strategic Wealth
New Jersey
$219K +$226K +1,636 New
APP
1037
Avantax Planning Partners
Iowa
$217K -$5.94K -43 -3%
NRD
1038
Nebula Research & Development
New York
$217K +$224K +1,619 New
DU
1039
Delphia (USA)
Ontario, Canada
$215K +$222K +1,604 New
BHIA
1040
Birch Hill Investment Advisors
Massachusetts
$214K – – –
HIG
1041
Heritage Investment Group
Florida
$214K – – –
SMA
1042
Sage Mountain Advisors
Georgia
$213K +$220K +1,593 New
SC
1043
Savant Capital
Illinois
$213K -$26.3K -190 -11%
VWA
1044
Visionary Wealth Advisors
Illinois
$212K -$8.99K -65 -4%
SFB
1045
STAR Financial Bank
Indiana
$211K +$4.98K +36 +2%
LFA
1046
Legacy Financial Advisors
Kentucky
$211K +$218K +1,577 New
SCM
1047
Stevens Capital Management
Pennsylvania
$211K -$68.6K -496 -24%
FDS
1048
Freedom Day Solutions
Texas
$211K -$36.5K -264 -14%
SAM
1049
Strategy Asset Managers
California
$210K -$46.2K -334 -18%
SFG
1050
Summit Financial Group
West Virginia
$210K – – –
40 41
42
43 44