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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1026
West Branch Capital
Massachusetts
$15.3K – – –
FHA
1027
First Horizon Advisors
Tennessee
$14.4K -$8.37K -85 -37%
HWA
1028
HHM Wealth Advisors
Tennessee
$13.7K -$24.5K -249 -64%
M
1029
MOTCO
Texas
$13.7K -$788 -8 -5%
RFG
1030
RFP Financial Group
Georgia
$13.4K +$13.5K +137 New
CT
1031
Caldwell Trust
Florida
$13.2K – – –
W
1032
WealthCollab
Washington
$12.9K – – –
PWMG
1033
Private Wealth Management Group
New Jersey
$12.9K +$98 +1 +0.8%
SWA
1034
SOA Wealth Advisors
New York
$12.8K -$295 -3 -2%
VWM
1035
Venturi Wealth Management
Texas
$12.4K -$301K -3,056 -96%
MHR
1036
Matthew Hamilton Rosenberg
$12.1K -$17.4K -177 -58%
TCG
1037
Transcendent Capital Group
Oklahoma
$11.8K – – –
GWMI
1038
Guardian Wealth Management (Illinois)
Illinois
$11.4K – – –
CA
1039
Continuum Advisory
Idaho
$11.1K -$394 -4 -3%
CWP
1040
Concord Wealth Partners
Virginia
$10.9K – – –
OA
1041
Operose Advisors
Wisconsin
$10.6K -$209K -2,125 -95%
BIA
1042
Bell Investment Advisors
California
$10.3K -$492 -5 -5%
BCWM
1043
Bartlett & Co Wealth Management
Ohio
$9.96K – – –
HNB
1044
Hilltop National Bank
Wyoming
$9.96K +$10K +102 New
SSB
1045
Sandy Spring Bank
Maryland
$9.82K +$1.97K +20 +25%
AP
1046
Atwood & Palmer
Missouri
$9.77K -$9.85K -100 -50%
GGI
1047
Godsey & Gibb Inc
Virginia
$9.77K – – –
MTIC
1048
Missouri Trust & Investment Company
Missouri
$9.77K – – –
AFWM
1049
Abich Financial Wealth Management
Virginia
$9.71K +$9.75K +99 New
APC
1050
Aspire Private Capital
North Carolina
$9.57K -$5.42K -55 -36%
40 41
42
43 44