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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1076
Plante Moran Financial Advisors
Michigan
$91K +$50.9K +318 +153%
LWM
1077
Liberty Wealth Management
California
$90K – – –
TFGT
1078
TS Financial Group (TSFG)
Illinois
$90K – – –
FA
1079
Fortis Advisors
Pennsylvania
$86K – – –
LF
1080
Lee Financial
Texas
$86K – – –
PK
1081
Pflug Koory
Nebraska
$86K +$80.4K +502 New
TCOV
1082
Trust Company of Vermont
Vermont
$85K -$8.17K -51 -9%
KTC
1083
Kistler-Tiffany Companies
Pennsylvania
$82K +$49.7K +310 +183%
TC
1084
Truvestments Capital
Florida
$79K +$20K +125 +38%
CI
1085
CX Institutional
Indiana
$77K -$16.5K -103 -19%
PWMG
1086
Prestige Wealth Management Group
New Jersey
$77K +$2.56K +16 +4%
CAC
1087
Certified Advisory Corp
Florida
$77K +$71.3K +445 New
ONST
1088
Old North State Trust
North Carolina
$75K -$2.4K -15 -3%
CFB
1089
Cullen/Frost Bankers
Texas
$74K -$1.12K -7 -2%
EWA
1090
Evolution Wealth Advisors
Florida
$73K – – –
HFS
1091
HBC Financial Services
Washington
$72.7K -$3.2K -20 -5%
FMII
1092
Farmers & Merchants Investments Inc
Nebraska
$72K – – –
HS
1093
Horan Securities
United States
$69K +$31.6K +197 +96%
DWA
1094
Dougherty Wealth Advisers
Minnesota
$68K – – –
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$5.77K +36 +10%
LTI
1096
Laffer Tengler Investments
Tennessee
$68K -$9.45K -59 -13%
MSFP
1097
Mark Sheptoff Financial Planning
Connecticut
$67K +$32.2K +201 +105%
AWC
1098
Abundance Wealth Counselors
Pennsylvania
$67K +$62.5K +390 New
GAM
1099
Gemmer Asset Management
California
$66K -$40K -250 -39%
DOA
1100
D'Orazio & Associates
Virginia
$66K +$481 +3 +0.8%
42 43
44
45 46