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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1251
Pine Valley Investments
New Jersey
– -$243K -5,179 Closed
CFG
1252
Citizens Financial Group
Rhode Island
– -$242K -5,149 Closed
FFB
1253
First Financial Bankshares
Texas
– -$241K -5,131 Closed
KA
1254
Kure Advisory
Minnesota
– -$241K -5,127 Closed
CGH
1255
CMG Global Holdings
Texas
– -$241K -5,120 Closed
1WM
1256
1900 Wealth Management
Texas
– -$239K -5,086 Closed
SAM
1257
Secure Asset Management
Michigan
– -$239K -5,085 Closed
SFWA
1258
Summit Financial Wealth Advisors
Louisiana
– -$238K -5,062 Closed
KJWM
1259
Kiley Juergens Wealth Management
Washington
– -$236K -5,017 Closed
LWMI
1260
Legacy Wealth Management (Idaho)
Idaho
– -$235K -5,006 Closed
NSAM
1261
North Star Asset Management
Wisconsin
– -$235K -5,001 Closed
ACM
1262
Appalachian Capital Management
Ohio
– -$235K -5,000 Closed
DAM
1263
Doheny Asset Management
California
– -$235K -5,000 Closed
TW
1264
Traveka Wealth
California
– -$234K -4,976 Closed
TCM
1265
TT Capital Management
California
– -$233K -4,966 Closed
FFA
1266
First Foundation Advisors
California
– -$233K -4,956 Closed
FG
1267
Fiduciary Group
Georgia
– -$232K -4,934 Closed
EWA
1268
Exit Wealth Advisors
Georgia
– -$229K -4,881 Closed
CTA
1269
Clear Trail Advisors
Texas
– -$228K -4,854 Closed
PCH
1270
PGIM Custom Harvest
New Jersey
– -$228K -4,851 Closed
SHC
1271
SALT Holding Corp
Delaware
– -$226K -4,800 Closed
IA
1272
IFG Advisors
Missouri
– -$225K -4,794 Closed
QFA
1273
Quantum Financial Advisors
California
– -$225K -4,792 Closed
NRC
1274
New Republic Capital
North Carolina
– -$225K -4,791 Closed
BST
1275
Bath Savings Trust
Maine
– -$225K -4,781 Closed
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51
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