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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1101
MOTCO
Texas
$15.7K – – –
OC
1102
Oakworth Capital
Alabama
$15.7K – – –
FSWA
1103
Financial Synergies Wealth Advisors
Texas
$15.6K +$14.6K +134 +1,031%
CT
1104
Caldwell Trust
Florida
$14.3K – – –
SWA
1105
SOA Wealth Advisors
New York
$14.2K – – –
W
1106
WealthCollab
Washington
$14K – – –
PWMG
1107
Private Wealth Management Group
New Jersey
$13.9K – – –
KWAG
1108
Kiely Wealth Advisory Group
North Carolina
$13.3K – – –
TCG
1109
Transcendent Capital Group
Oklahoma
$12.8K – – –
WWP
1110
WR Wealth Planners
Missouri
$12.6K +$12.9K +119 New
PWA
1111
Provenance Wealth Advisors
Florida
$12.3K – – –
GWMI
1112
Guardian Wealth Management (Illinois)
Illinois
$12.2K +$109 +1 +0.9%
CWP
1113
Concord Wealth Partners
Virginia
$11.9K – – –
CA
1114
Continuum Advisory
Idaho
$11.8K +$12.8K +118 New
BIA
1115
Bell Investment Advisors
California
$11.6K +$109 +1 +0.9%
CNBTD
1116
Citizens National Bank Trust Department
Mississippi
$11.3K – – –
ADL
1117
Asset Dedication LLC
California
$11K – – –
BCWM
1118
Bartlett & Co Wealth Management
Ohio
$10.8K +$1.63K +15 +17%
BAM
1119
Byrne Asset Management
New Jersey
$10.7K +$5.44K +50 +98%
GGI
1120
Godsey & Gibb Inc
Virginia
$10.6K – – –
MTIC
1121
Missouri Trust & Investment Company
Missouri
$10.6K – – –
CPG
1122
Cornerstone Planning Group
New Jersey
$9.92K -$1.52K -14 -12%
RFG
1123
REAP Financial Group
Texas
$8.77K -$46.2K -425 -84%
GFPC
1124
Global Financial Private Client
Florida
$8.55K – – –
SSB
1125
Sandy Spring Bank
Maryland
$8.52K -$3.37K -31 -28%
43 44
45
46 47