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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Sugarloaf Wealth Management
Georgia
$34K – – –
TFA
1102
Toth Financial Advisory
Virginia
$34K – – –
PMFA
1103
Plante Moran Financial Advisors
Michigan
$33K +$3.24K +20 +11%
HS
1104
Horan Securities
United States
$33K +$33.4K +206 New
CHC
1105
City Holding Co
West Virginia
$32K – – –
HFA
1106
HC Financial Advisors
California
$32K – – –
BWM
1107
BerganKDV Wealth Management
Minnesota
$32K +$1.62K +10 +5%
AP
1108
Atwood & Palmer
Missouri
$31K +$31.1K +192 New
BWM
1109
Birchcreek Wealth Management
Ohio
$31K +$32.6K +201 New
JWBC
1110
John W. Brooker & Co
California
$30K – – –
BWM
1111
Baystate Wealth Management
Massachusetts
$30K +$2.76K +17 +10%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$30K +$31K +191 New
VRM
1113
Vectors Research Management
New York
$30K +$31K +191 New
ADIM
1114
Alpha DNA Investment Management
Maryland
$29K +$30.2K +186 New
KTC
1115
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
CWM
1116
Curi Wealth Management
North Carolina
$27K +$27.7K +171 New
VCG
1117
Vantage Consulting Group
Virginia
$27K +$27.7K +171 New
MCM
1118
MV Capital Management
Maryland
$26K – – –
AWG
1119
Altus Wealth Group
Colorado
$26K +$26.9K +166 New
KC
1120
Knuff & Co
California
$25K – – –
MHR
1121
Matthew Hamilton Rosenberg
$25K – – –
BII
1122
Bainco International Investors
Massachusetts
$25K +$25.3K +156 New
IF
1123
Ironwood Financial
Arizona
$24K – – –
AWM
1124
Avior Wealth Management
Nebraska
$24K +$13.1K +81 +108%
SWA
1125
SOA Wealth Advisors
New York
$24K +$24.7K +152 New
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