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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
1076
Holos Integrated Wealth
Pennsylvania
$2.29K – – –
PAG
1077
Paladin Advisory Group
Iowa
$2.29K – – –
MBFW
1078
Morton Brown Family Wealth
Pennsylvania
$2.29K +$2.05K +22 New
TCA
1079
Trifecta Capital Advisors
Illinois
$2.19K – – –
PWA
1080
Principia Wealth Advisory
Texas
$2.01K +$560 +6 +40%
FFO
1081
Fortitude Family Office
Arizona
$1.98K -$3.46K -37 -66%
TCM
1082
Tradewinds Capital Management
Washington
$1.88K – – –
PWA
1083
Physician Wealth Advisors
Utah
$1.77K +$1.59K +17 New
RWM
1084
Rialto Wealth Management
New York
$1.77K +$1.59K +17 New
GP
1085
Greenline Partners
New York
$1.67K +$1.49K +16 New
1IA
1086
1620 Investment Advisors
Massachusetts
$1.46K – – –
CAC
1087
Core Alternative Capital
Georgia
$1.46K – – –
GSWM
1088
Golden State Wealth Management
California
$1.35K – – –
PIS
1089
POM Investment Strategies
North Carolina
$1.35K – – –
CA
1090
Crewe Advisors
Utah
$1.35K +$1.03K +11 +550%
WPA
1091
Wealth Preservation Advisors
Tennessee
$1.35K +$1.21K +13 New
WW
1092
Winnow Wealth
Texas
$1.19K +$373 +4 +50%
BWM
1093
Bernard Wealth Management
Michigan
$1.15K +$1.03K +11 New
PCM
1094
Perritt Capital Management
Illinois
$1.15K +$1.03K +11 New
PWAM
1095
Private Wealth Asset Management
Iowa
$1.15K +$1.03K +11 New
WWM
1096
Wolff Wiese Magana
California
$1.04K -$5.79K -62 -86%
CAM
1097
Chesapeake Asset Management
New York
$1.04K +$467 +5 +100%
HHGA
1098
Halbert Hargrove Global Advisors
California
$1.02K +$934 +10 New
TFA
1099
Transamerica Financial Advisors
Florida
$1K – – –
GJIA
1100
Glass Jacobson Investment Advisors
Maryland
$908 – – –
42 43
44
45 46