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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
2651
Spectrum Planning & Advisory Services
California
– -$312K -1,671 Closed
FPCP
2652
Fort Point Capital Partners
California
– -$307K -1,647 Closed
APG
2653
Abacus Planning Group
South Carolina
– -$307K -1,646 Closed
IP
2654
Ignite Planners
California
– -$305K -1,632 Closed
MW
2655
MBL Wealth
North Carolina
– -$302K -1,617 Closed
ACA
2656
Aspire Capital Advisors
Washington
– -$301K -1,615 Closed
KOC
2657
Koss-Olinger Consulting
Florida
– -$301K -1,611 Closed
RWA
2658
Rooted Wealth Advisors
Illinois
– -$297K -1,593 Closed
TW
2659
TritonPoint Wealth
Maryland
– -$297K -1,589 Closed
SWTS
2660
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$294K -1,574 Closed
SWM
2661
Seed Wealth Management
Illinois
– -$293K -1,570 Closed
AR
2662
Altar Rock
New York
– -$293K -1,567 Closed
KW
2663
KWB Wealth
California
– -$414K -1,561 Closed
PAMG
2664
Patton Albertson Miller Group
Tennessee
– -$289K -1,546 Closed
WWM
2665
Whalen Wealth Management
Nevada
– -$287K -1,539 Closed
SFO
2666
Stokes Family Office
Louisiana
– -$286K -1,532 Closed
RFO
2667
RiverGlades Family Offices
Florida
– -$285K -1,525 Closed
VBCG
2668
Valley Brook Capital Group
Pennsylvania
– -$282K -1,511 Closed
CQWA
2669
Chokshi & Queen Wealth Advisors
California
– -$280K -1,500 Closed
DWM
2670
Destination Wealth Management
California
– -$279K -1,493 Closed
EC
2671
EntryPoint Capital
New York
– -$278K -1,489 Closed
GAM
2672
Gemmer Asset Management
California
– -$275K -1,471 Closed
FWP
2673
Flatrock Wealth Partners
California
– -$274K -1,469 Closed
MCCP
2674
Mission Creek Capital Partners
California
– -$274K -1,466 Closed
AW
2675
Alteri Wealth
California
– -$273K -1,462 Closed
105 106
107
108 109