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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1276
Clean Yield Group
Vermont
$3K – – –
OIA
1277
Optimum Investment Advisors
Illinois
$3K – – –
PO
1278
Private Ocean
California
$3K – – –
TCM
1279
Tradewinds Capital Management
Washington
$3K – – –
KFS
1280
Kelly Financial Services
Massachusetts
$2.02K +$1.03K +6 +75%
RG
1281
Retirement Group
California
$2K -$19.5K -114 -88%
FSWA
1282
Financial Synergies Wealth Advisors
Texas
$1.59K – – –
AW
1283
Avion Wealth
Texas
$1K – – –
KFP
1284
KB Financial Partners
New Jersey
$1K – – –
SCA
1285
Stuart Chaussee & Associates
California
$1K – – –
TFM
1286
TFC Financial Management
Massachusetts
$1K – – –
TFA
1287
Transamerica Financial Advisors
Florida
$1K – – –
CPFP
1288
Clear Perspectives Financial Planning
Ohio
$1K +$1.03K +6 New
EC
1289
EdgeRock Capital
Colorado
$1K +$1.2K +7 New
ARMC
1290
American Research & Management Company
Massachusetts
$1K +$1.37K +8 New
ZP
1291
Zimmer Partners
New York
– -$8.42M -50,000 Closed
WLPWM
1292
Walled Lake Planning & Wealth Management
Illinois
– -$5.2M -30,872 Closed
TC
1293
TwinBeech Capital
New York
– -$4.92M -29,250 Closed
DA
1294
Duality Advisers
Florida
– -$4.77M -28,322 Closed
CWG
1295
Cornerstone Wealth Group
North Carolina
– -$3.78M -22,466 Closed
PCM
1296
Prelude Capital Management
New York
– -$2.17M -12,904 Closed
SGI
1297
Summit Global Investments
Utah
– -$2.03M -12,047 Closed
ERSOT
1298
Employees Retirement System of Texas
Texas
– -$1.55M -9,200 Closed
VF
1299
Virtu Financial
New York
– -$1.39M -8,281 Closed
Arrowstreet Capital
1300
Arrowstreet Capital
Massachusetts
– -$1.34M -7,969 Closed