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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
2676
Bank of Hawaii
Hawaii
– -$272K -1,459 Closed
HP
2677
Holistic Planning
Texas
– -$269K -1,443 Closed
SWA
2678
Strata Wealth Advisors
Texas
– -$269K -1,442 Closed
CRB
2679
Chad R. Baker
– -$269K -1,440 Closed
VAM
2680
Verity Asset Management
North Carolina
– -$268K -1,436 Closed
SSWM
2681
Sheets Smith Wealth Management
North Carolina
– -$268K -1,434 Closed
ST
2682
Sageworth Trust
Pennsylvania
– -$266K -1,425 Closed
FAN
2683
Financial Advisors Network
California
– -$264K -1,416 Closed
NAG
2684
Northstar Advisory Group
New Jersey
– -$263K -1,409 Closed
FG
2685
Foster Group
Iowa
– -$263K -1,407 Closed
CL
2686
CVFG LLC
Indiana
– -$262K -1,406 Closed
SAM
2687
Secure Asset Management
Michigan
– -$261K -1,400 Closed
MWA
2688
Monograph Wealth Advisors
California
– -$260K -1,394 Closed
PFM
2689
Patton Fund Management
Texas
– -$260K -1,393 Closed
BMC
2690
Beaton Management Company
Massachusetts
– -$259K -1,385 Closed
MFS
2691
Mirabella Financial Services
United Kingdom
– -$255K -1,366 Closed
EWM
2692
Elevation Wealth Management
Minnesota
– -$254K -1,359 Closed
IWAO
2693
Independence Wealth Advisors (Ohio)
Ohio
– -$253K -1,356 Closed
LEA
2694
Legacy Edge Advisors
New York
– -$253K -1,355 Closed
WPA
2695
Wealth Preservation Advisors
Tennessee
– -$253K -1,354 Closed
SMA
2696
Seven Mile Advisory
New Jersey
– -$252K -1,350 Closed
KPWG
2697
KFA Private Wealth Group
Virginia
– -$251K -1,345 Closed
DW30
2698
Drucker Wealth 3.0
New Jersey
– -$251K -1,344 Closed
CCT
2699
Chemung Canal Trust
New York
– -$251K -1,343 Closed
BFG
2700
Birch Financial Group
New Hampshire
– -$250K -1,339 Closed
106 107
108
109 110