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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1101
Legend Financial Advisors
Pennsylvania
$1.18K – – –
PIS
1102
POM Investment Strategies
North Carolina
$1.18K – – –
GSWM
1103
Golden State Wealth Management
California
$1.18K +$1.36K +13 New
HWA
1104
Heritage Wealth Advisors
Virginia
$1K +$105 +1 +10%
TFA
1105
Transamerica Financial Advisors
Florida
$1K -$105 -1 -50%
DJSG
1106
D.J. St. Germain
Massachusetts
$908 – – –
TFM
1107
TFC Financial Management
Massachusetts
$908 – – –
RTC
1108
Riverview Trust Company
Washington
$908 +$209 +2 +25%
GJIA
1109
Glass Jacobson Investment Advisors
Maryland
$908 +$1.04K +10 New
VWA
1110
Valued Wealth Advisors
Utah
$727 – – –
WW
1111
Winnow Wealth
Texas
$692 +$836 +8 New
TWD
1112
True Wealth Design
Ohio
$645 +$732 +7 New
CIAM
1113
Caitong International Asset Management
Hong Kong
$635 +$732 +7 New
SWA
1114
SOA Wealth Advisors
New York
$545 – – –
CJ
1115
Caitlin John
Michigan
$537 – – –
SCA
1116
Stuart Chaussee & Associates
California
$454 – – –
LCM
1117
Logan Capital Management
Pennsylvania
$454 +$523 +5 New
SMAM
1118
Sugar Maple Asset Management
Wisconsin
$454 +$523 +5 New
CAM
1119
Chesapeake Asset Management
New York
$453 – – –
NS
1120
NBC Securities
Alabama
$390 -$449K -4,293 -100%
DP
1121
Denver PWM
Colorado
$370 +$418 +4 New
CF
1122
Collier Financial
Colorado
$214 +$209 +2 New
CA
1123
Crewe Advisors
Utah
$182 -$80K -765 -100%
CCMI
1124
Creative Capital Management Investments
California
$182 – – –
BIC
1125
B&I Capital
Switzerland
– -$25.5M -214,970 Closed
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