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CRCL

Circle Internet Group

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
651
TCFG Investment Advisors
California
– -$217K -2,270 Closed
SB
652
SIG Brokerage
New York
– -$220K -2,257 Closed
OL
653
Odyssean LLC
Connecticut
– -$214K -2,247 Closed
SAM
654
Synergy Asset Management
Washington
– -$211K -2,215 Closed
NPF
655
Norris Perne & French
Michigan
– -$209K -2,195 Closed
ASN
656
Advisory Services Network
Georgia
– -$202K -2,115 Closed
SMH
657
Sanders Morris Harris
Texas
– -$200K -2,100 Closed
VA
658
VestGen Advisors
Illinois
– -$172K -1,394 Closed
CW
659
Curio Wealth
Maryland
– -$105K -1,099 Closed
SIS
660
Strategic Investment Solutions
Illinois
– -$101K -1,060 Closed
TGY2IT
661
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$63.8K -669 Closed
GAA
662
Global Assets Advisory
Florida
– -$42.9K -450 Closed
SCI
663
SkyBridge Capital II
New York
– -$31.7K -332 Closed
AA
664
Ancora Advisors
Ohio
– -$27.3K -286 Closed
MMG
665
Monetary Management Group
Missouri
– -$23.9K -250 Closed
HWP
666
Highline Wealth Partners
California
– -$13.4K -140 Closed
EDRH
667
Edmond de Rothschild Holding
Switzerland
– -$11.8K -124 Closed
QCG
668
Quadrant Capital Group
Ohio
– -$8.59K -90 Closed
IAAG
669
Innovative Asset Advisors Group
Connecticut
– -$8.21K -86 Closed
RF
670
Rossby Financial
Florida
– -$7.44K -82 Closed
LI
671
Louisbourg Investments
New Brunswick, Canada
– -$7.73K -81 Closed
TPWA
672
Twin Peaks Wealth Advisors
California
– -$7.25K -76 Closed
RFP
673
Root Financial Partners
California
– -$5.82K -61 Closed
DPW
674
DiNuzzo Private Wealth
Pennsylvania
– -$4.77K -50 Closed
CT
675
Colonial Trust
South Carolina
– -$3.78K -42 Closed