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CRCL

Circle Internet Group
CRCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
426
Armstrong Advisory Group
Massachusetts
$1.35K – – –
KFAS
427
Keating Financial Advisory Services
Kansas
$1.11K +$1.45K +14 New
VCM
428
Versant Capital Management
Arizona
$1.03K +$517 +5 +63%
CT
429
Clearstead Trust
Maine
$1.03K +$1.34K +13 New
MAM
430
Marquette Asset Management
Minnesota
$1.03K +$1.34K +13 New
NL
431
NVWM LLC
Pennsylvania
$952 – – –
BWL
432
Bogart Wealth LLC
Virginia
$952 +$827 +8 +200%
ZBNA
433
Zions Bancorporation, National Association
Utah
$952 +$1.24K +12 New
AWM
434
Activest Wealth Management
Florida
$793 -$34.5K -334 -97%
BCH
435
Berkshire Capital Holdings
California
$793 – – –
BWA
436
Basecamp Wealth Advisors
Washington
$793 +$1.03K +10 New
TCM
437
Triumph Capital Management
Colorado
$793 +$1.03K +10 New
BIA
438
Bell Investment Advisors
California
$635 -$413 -4 -33%
LWMI
439
Legacy Wealth Management (Idaho)
Idaho
$556 +$310 +3 +75%
MCM
440
MV Capital Management
Maryland
$556 +$517 +5 +250%
SAG
441
SageView Advisory Group
California
$556 +$723 +7 New
TPCW
442
TD Private Client Wealth
New York
$555 +$723 +7 New
OC
443
Optima Capital
Oregon
$476 +$620 +6 New
RIL
444
Rothschild Investment LLC
Illinois
$476 +$620 +6 New
CW
445
Curio Wealth
Maryland
$413 +$517 +5 New
LI
446
LRI Investments
Florida
$397 +$517 +5 New
MA
447
Montag & Associates
Georgia
$318 -$25.4K -246 -98%
FIM
448
FWL Investment Management
Texas
$238 – – –
GCS
449
Gordian Capital (Singapore)
Singapore
$238 – – –
TWD
450
True Wealth Design
Ohio
$238 +$310 +3 New
16 17
18
19 20