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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1026
Bartlett & Co Wealth Management
Ohio
$5.34K – – –
KG
1027
Kilter Group
New York
$5.24K +$5.16K +51 New
NWM
1028
Nova Wealth Management
Florida
$5.22K +$5.16K +51 New
KWM
1029
Kiker Wealth Management
Georgia
$5.14K – – –
PWA
1030
Physician Wealth Advisors
Utah
$5.14K +$3.34K +33 +194%
GC
1031
Garde Capital
Washington
$5.14K +$5.06K +50 New
BCM
1032
Boreal Capital Management
Florida
$5.14K +$5.06K +50 New
TWD
1033
True Wealth Design
Ohio
$4.94K +$2.43K +24 +100%
DIP
1034
DT Investment Partners
Pennsylvania
$4.93K – – –
PP
1035
Pacifica Partners
Canada
$4.93K – – –
AWM
1036
Abound Wealth Management
Tennessee
$4.63K – – –
BFS
1037
Bare Financial Services
Pennsylvania
$4.52K +$4.45K +44 New
T
1038
Transce3nd
Texas
$4.11K -$4.96K -49 -55%
DF
1039
Dunhill Financial
United Kingdom
$4.1K -$3.24K -32 -45%
IWP
1040
IAG Wealth Partners
Wisconsin
$3.7K – – –
BCPWM
1041
Bradley & Co Private Wealth Management
Florida
$3.6K – – –
FFA
1042
Frazier Financial Advisors
Ohio
$3.6K – – –
LB
1043
Legacy Bridge
Iowa
$3.6K – – –
WCM
1044
WealthTrak Capital Management
Virginia
$3.6K +$1.01K +10 +40%
RWM
1045
Raffa Wealth Management
District of Columbia
$3.39K – – –
PSFG
1046
Park Square Financial Group
Georgia
$3.29K -$1.62K -16 -33%
RTL
1047
Red Tortoise LLC
Georgia
$3.08K – – –
CTB
1048
Country Trust Bank
Illinois
$2.88K – – –
PWA
1049
Principia Wealth Advisory
Texas
$2.88K +$708 +7 +33%
TFM
1050
TFC Financial Management
Massachusetts
$2.47K +$2.43K +24 New
40 41
42
43 44