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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
1051
Pension & Wealth Management Advisors
Massachusetts
$229K +$229K +1,691 New
EL
1052
EMFO LLC
Florida
$229K – – –
PCP
1053
Proficio Capital Partners
Massachusetts
$227K +$227K +1,677 New
LSPW
1054
Lake Street Private Wealth
Illinois
$227K -$6.36K -47 -3%
APP
1055
Avantax Planning Partners
Iowa
$226K +$17.2K +127 +8%
ORC
1056
O'Rourke & Company
Massachusetts
$226K -$30.4K -225 -12%
AOWM
1057
Alpha Omega Wealth Management
Virginia
$226K – – –
AC
1058
ASB Consultores
Florida
$225K +$5.41K +40 +2%
SG
1059
StoneX Group
New York
$224K -$16.2K -120 -7%
VWA
1060
Visionary Wealth Advisors
Illinois
$224K +$270 +2 +0.1%
ONST
1061
Old North State Trust
North Carolina
$224K +$33.3K +246 +17%
MCC
1062
Money Concepts Capital
Florida
$224K +$186K +1,374 +501%
TFCP
1063
Twin Focus Capital Partners
Massachusetts
$224K +$223K +1,648 New
MSWM
1064
McGlone Suttner Wealth Management
Wisconsin
$223K +$223K +1,647 New
CAM
1065
Cozad Asset Management
Illinois
$223K -$176K -1,299 -44%
HSA
1066
HBK Sorce Advisory
Pennsylvania
$220K +$220K +1,624 New
YIA
1067
YHB Investment Advisors
Connecticut
$220K – – –
CQS
1068
Credential Qtrade Securities
$219K +$219K +1,617 New
BWP
1069
BSW Wealth Partners
Colorado
$219K -$84.8K -627 -28%
CDH
1070
Charles D. Hyman
$219K – – –
KA
1071
Kovack Advisors
Florida
$218K -$21K -155 -9%
BFM
1072
Boothbay Fund Management
New York
$218K -$1.78M -13,144 -89%
GCP
1073
GSA Capital Partners
United Kingdom
$218K +$217K +1,606 New
BHIA
1074
Birch Hill Investment Advisors
Massachusetts
$217K – – –
HIG
1075
Heritage Investment Group
Florida
$217K -$54.1K -400 -20%
41 42
43
44 45