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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1076
Sugarloaf Wealth Management
Georgia
$3.27K – – –
FC
1077
Fairscale Capital
New Hampshire
$3.18K – – –
LB
1078
Legacy Bridge
Iowa
$3.18K – – –
BCPWM
1079
Bradley & Co Private Wealth Management
Florida
$3.18K +$3.66K +35 New
PWS
1080
Peterson Wealth Services
Utah
$3.17K +$1.25K +12 +52%
FFA
1081
Frazier Financial Advisors
Ohio
$3.14K – – –
HWP
1082
Highline Wealth Partners
California
$3.09K -$1.04K -10 -23%
RF
1083
Robinswood Financial
Washington
$3.08K – – –
RWM
1084
Raffa Wealth Management
District of Columbia
$3K – – –
S
1085
Sachetta
Massachusetts
$2.45K -$3.45K -33 -55%
SIS
1086
Sound Income Strategies
Florida
$2.38K -$1.04K -10 -28%
SIS
1087
Strategic Investment Solutions
Illinois
$2.27K – – –
CSWM
1088
Cassady Schiller Wealth Management
Ohio
$2.18K +$2.51K +24 New
PAG
1089
Paladin Advisory Group
Iowa
$2K – – –
CWP
1090
Clark Wealth Partners
Illinois
$2K +$2.3K +22 New
HIW
1091
Holos Integrated Wealth
Pennsylvania
$2K +$2.3K +22 New
TCA
1092
Trifecta Capital Advisors
Illinois
$1.91K – – –
TH
1093
TCTC Holdings
Texas
$1.72K – – –
SAM
1094
Synergy Asset Management
Washington
$1.66K +$1.46K +14 New
TCM
1095
Tradewinds Capital Management
Washington
$1.63K – – –
WCM
1096
WealthTrak Capital Management
Virginia
$1.36K +$1.57K +15 New
PWA
1097
Principia Wealth Advisory
Texas
$1.36K +$1.57K +15 New
CAC
1098
Core Alternative Capital
Georgia
$1.27K – – –
1IA
1099
1620 Investment Advisors
Massachusetts
$1.27K +$732 +7 +100%
NC
1100
NewSquare Capital
Pennsylvania
$1.27K +$1.46K +14 New
42 43
44
45 46