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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1176
Financial Perspectives
Minnesota
$6.19K – – –
CWAF
1177
Core Wealth Advisors (Florida)
Florida
$6K -$20.1K -124 -78%
CFFP
1178
Center for Financial Planning
Michigan
$6K -$9.89K -61 -64%
GLLW
1179
Graves Light Lenhart Wealth
Virginia
$6K +$5.68K +35 New
PO
1180
Private Ocean
California
$5K -$3.08K -19 -38%
CAGAS
1181
Capital Advisory Group Advisory Services
Minnesota
$5K -$2.27K -14 -33%
OC
1182
Oakworth Capital
Alabama
$5K – – –
FWM
1183
ForthRight Wealth Management
Georgia
$5K +$5.03K +31 New
AW
1184
Avion Wealth
Texas
$5K +$5.19K +32 New
TIAM2
1185
Tru Independence Asset Management 2
Oregon
$5K +$5.35K +33 New
CT
1186
Caldwell Trust
Florida
$4.78K -$67.3K -415 -93%
VCM
1187
Versant Capital Management
Arizona
$4K – – –
CCMW
1188
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
MF
1189
Manchester Financial
California
$3K +$2.6K +16 New
SSWG
1190
Seven Springs Wealth Group
Tennessee
$3K +$2.6K +16 New
BC
1191
Barnett & Company
Tennessee
$3K +$4.05K +25 New
TFM
1192
TFC Financial Management
Massachusetts
$2K – – –
TCWA
1193
Ten Capital Wealth Advisors
Washington
$2K +$2.27K +14 New
KFS
1194
Kelly Financial Services
Massachusetts
$1.27K -$2.6K -16 -67%
BWA
1195
Burt Wealth Advisors
Maryland
$1K – – –
ED
1196
Exane Derivatives
France
$478 -$7.79K -48 -94%
TI
1197
tru Independence
Oregon
$76 +$77.2K +476 New
SGM
1198
Skye Global Management
Florida
– -$32.6M -196,000 Closed
AIM
1199
Artemis Investment Management
United Kingdom
– -$26.4M -158,591 Closed
LBIM
1200
Land & Buildings Investment Management
Connecticut
– -$26.2M -157,160 Closed
46 47
48
49 50