Crowley Wealth Management’s Trulieve Cannabis Corp TRLV Stock Holding History

Crowley Wealth Management’s Portfolio TRLV Stock Details TRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70	Closed	-$564	–	396
2025 Q3	$564	Hold	70	–	–	﹤0.01%	390
2025 Q2	$266	Hold	70	–	–	﹤0.01%	382
2025 Q1	$270	Hold	70	–	–	﹤0.01%	397
2024 Q4	$363	Buy	+70	New	+$363	﹤0.01%	416

Other funds holding TRLV

Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM

Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Planning Project LLC The Woodlands, Texas $398M AUM

Garton & Associates Financial Advisors Louisville, Kentucky $122M AUM