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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
2651
Bank of Hawaii
Hawaii
– -$272K -1,459 Closed
HP
2652
Holistic Planning
Texas
– -$269K -1,443 Closed
SWA
2653
Strata Wealth Advisors
Texas
– -$269K -1,442 Closed
CRB
2654
Chad R. Baker
– -$269K -1,440 Closed
VAM
2655
Verity Asset Management
North Carolina
– -$268K -1,436 Closed
SSWM
2656
Sheets Smith Wealth Management
North Carolina
– -$268K -1,434 Closed
ST
2657
Sageworth Trust
Pennsylvania
– -$266K -1,425 Closed
FAN
2658
Financial Advisors Network
California
– -$264K -1,416 Closed
NAG
2659
Northstar Advisory Group
New Jersey
– -$263K -1,409 Closed
FG
2660
Foster Group
Iowa
– -$263K -1,407 Closed
CL
2661
CVFG LLC
Indiana
– -$262K -1,406 Closed
SAM
2662
Secure Asset Management
Michigan
– -$261K -1,400 Closed
MWA
2663
Monograph Wealth Advisors
California
– -$260K -1,394 Closed
PFM
2664
Patton Fund Management
Texas
– -$260K -1,393 Closed
BMC
2665
Beaton Management Company
Massachusetts
– -$259K -1,385 Closed
MFS
2666
Mirabella Financial Services
United Kingdom
– -$255K -1,366 Closed
EWM
2667
Elevation Wealth Management
Minnesota
– -$254K -1,359 Closed
IWAO
2668
Independence Wealth Advisors (Ohio)
Ohio
– -$253K -1,356 Closed
LEA
2669
Legacy Edge Advisors
New York
– -$253K -1,355 Closed
WPA
2670
Wealth Preservation Advisors
Tennessee
– -$253K -1,354 Closed
SMA
2671
Seven Mile Advisory
New Jersey
– -$252K -1,350 Closed
KPWG
2672
KFA Private Wealth Group
Virginia
– -$251K -1,345 Closed
DW30
2673
Drucker Wealth 3.0
New Jersey
– -$251K -1,344 Closed
CCT
2674
Chemung Canal Trust
New York
– -$251K -1,343 Closed
BFG
2675
Birch Financial Group
New Hampshire
– -$250K -1,339 Closed
105 106
107
108 109