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Crown Castle
CCI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1301
Fortis Capital Advisors
Kansas
$3.12K +$3.11K +23 New
BSB
1302
Bangor Savings Bank
Maine
$3K – – –
TCA
1303
Trifecta Capital Advisors
Illinois
$2.85K +$2.84K +21 New
LFA
1304
Legend Financial Advisors
Pennsylvania
$2.85K +$2.84K +21 New
CYG
1305
Clean Yield Group
Vermont
$2.71K – – –
TCM
1306
Tradewinds Capital Management
Washington
$2.44K – – –
DAM
1307
Delta Asset Management
Tennessee
$2.17K +$2.16K +16 New
MPCL
1308
My Personal CFO LLC
Washington
$2.17K +$2.16K +16 New
RG
1309
Retirement Group
California
$2K – – –
KFS
1310
Kelly Financial Services
Massachusetts
$1.9K – – –
FSWA
1311
Financial Synergies Wealth Advisors
Texas
$1.76K +$270 +2 +18%
ECM
1312
Everence Capital Management
Indiana
$1.65K +$372K +2,750 +29%
TFM
1313
TFC Financial Management
Massachusetts
$1.36K – – –
LSA
1314
Lansing Street Advisors
Pennsylvania
$1.36K +$1.35K +10 New
PFG
1315
Piershale Financial Group
Illinois
$1.36K +$1.35K +10 New
KFP
1316
KB Financial Partners
New Jersey
$1K – – –
TFA
1317
Transamerica Financial Advisors
Florida
$1K – – –
ST
1318
Sageworth Trust
Pennsylvania
$1K +$676 +5 New
LFA
1319
Level Financial Advisors
New York
$1K +$1.35K +10 New
GGI
1320
Godsey & Gibb Inc
Virginia
$814 +$811 +6 New
FGAM
1321
Financial Gravity Asset Management
Texas
$715 -$335K -2,474 -95%
TCOT
1322
Trust Company of Toledo
Ohio
$706 +$18.5K +137 +3%
SCA
1323
Stuart Chaussee & Associates
California
$678 – – –
CFFP
1324
Center for Financial Planning
Michigan
$543 -$8.11K -60 -94%
SVCP
1325
Silicon Valley Capital Partners
California
$250 +$270 +2 New
51 52
53
54 55