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CRCL

Circle Internet Group
CRCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
526
Transamerica Financial Advisors
Florida
$1.31K +$195 +2 +11%
FGA
527
Fortis Group Advisors
New Jersey
$1.25K – – –
PWA
528
Physician Wealth Advisors
Utah
$1.13K +$779 +8 +80%
CFB
529
Cullen/Frost Bankers
Texas
$1.13K – – –
FC
530
Financial Consulate
Maryland
$1.06K +$1.65K +17 New
ABC
531
Anchor Bay Capital
California
$1.01K +$1.46K +15 New
SC
532
SouthState Corp
Florida
$1K – – –
AW
533
Avion Wealth
Texas
$1K +$487 +5 +20%
BWL
534
Bogart Wealth LLC
Virginia
$939 -$1.36K -14 -48%
IAS
535
IMA Advisory Services
Colorado
$939 +$584 +6 +67%
MNA
536
Manning & Napier Advisors
New York
$912 +$1.17K +12 New
AG
537
AmeriFlex Group
Nevada
$877 +$1.36K +14 New
AWM
538
Activest Wealth Management
Florida
$814 -$2.14K -22 -63%
KFAS
539
Keating Financial Advisory Services
Kansas
$814 +$97 +1 +8%
PWM
540
Proathlete Wealth Management
Florida
$814 +$1.26K +13 New
ZBNA
541
Zions Bancorporation, National Association
Utah
$752 -$1.46K -15 -56%
RWS
542
Retirement Wealth Solutions
Wisconsin
$752 -$195 -2 -14%
NL
543
NVWM LLC
Pennsylvania
$752 – – –
MCM
544
MV Capital Management
Maryland
$752 +$389 +4 +50%
BCH
545
Berkshire Capital Holdings
California
$626 – – –
TCM
546
Triumph Capital Management
Colorado
$626 – – –
OWP
547
ORG Wealth Partners
Texas
$626 +$973 +10 New
TPCW
548
TD Private Client Wealth
New York
$501 +$584 +6 +300%
MCM
549
Manchester Capital Management
Vermont
$439 +$681 +7 New
CH
550
Cromwell Holdings
Wyoming
$376 -$1.17K -12 -67%
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