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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2601
Willner & Heller
California
– -$381K -2,039 Closed
RCA
2602
Runnymede Capital Advisors
Ohio
– -$379K -2,030 Closed
PWC
2603
Pathfinder Wealth Consulting
North Carolina
– -$377K -2,020 Closed
PA
2604
Perennial Advisors
New York
– -$376K -2,014 Closed
I
2605
InterCapital
Texas
– -$373K -2,000 Closed
LIM
2606
Leavell Investment Management
Alabama
– -$367K -1,965 Closed
NWWA
2607
New Wave Wealth Advisors
Arkansas
– -$360K -1,929 Closed
SFC
2608
SYM Financial Corp
Indiana
– -$359K -1,921 Closed
FPWM
2609
FSB Premier Wealth Management
Iowa
– -$357K -1,910 Closed
SFGM
2610
Stonebridge Financial Group (Missouri)
Missouri
– -$355K -1,900 Closed
CWP
2611
CFM Wealth Partners
Texas
– -$353K -1,892 Closed
CL
2612
CSS LLC
Illinois
– -$351K -1,881 Closed
ACP
2613
Argyle Capital Partners
California
– -$351K -1,880 Closed
FCG
2614
Fielder Capital Group
Tennessee
– -$348K -1,865 Closed
PWP
2615
Pursue Wealth Partners
California
– -$347K -1,861 Closed
ACA
2616
Affinity Capital Advisors
California
– -$343K -1,839 Closed
GMFG
2617
Greater Midwest Financial Group
Minnesota
– -$342K -1,831 Closed
ACIM
2618
Azimuth Capital Investment Management
Michigan
– -$339K -1,815 Closed
APWM
2619
Argonautica Private Wealth Management
Massachusetts
– -$337K -1,808 Closed
CCP
2620
Cane Capital Partners
Louisiana
– -$328K -1,759 Closed
HIC
2621
Hartline Investment Corp
Illinois
– -$323K -1,732 Closed
GAA
2622
Guardian Asset Advisors
Pennsylvania
– -$323K -1,727 Closed
G
2623
GenTrust
Florida
– -$317K -1,697 Closed
OA
2624
Oasis Advisors
Iowa
– -$315K -1,695 Closed
KIC
2625
Kensington Investment Counsel
California
– -$315K -1,686 Closed
103 104
105
106 107