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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2751
Ritter Daniher Financial Advisory
Ohio
$3.92K – – –
TWD
2752
True Wealth Design
Ohio
$3.92K +$1.73K +6 +86%
DWA
2753
Delos Wealth Advisors
Texas
$3.92K +$2.02K +7 +117%
CIR
2754
Clear Investment Research
Georgia
$3.61K -$8.37K -29 -71%
PCA
2755
Providence Capital Advisors
North Carolina
$3.31K +$3.17K +11 New
SA
2756
Scarborough Advisors
Maryland
$3.01K +$2.88K +10 New
TCM
2757
TD Capital Management
Tennessee
$2.71K – – –
FSWA
2758
Financial Synergies Wealth Advisors
Texas
$2.71K +$2.6K +9 New
TLCM
2759
Twin Lakes Capital Management
California
$2.41K – – –
MFG
2760
Mendota Financial Group
Wisconsin
$2.11K -$28.9K -100 -93%
SWM
2761
Sanctuary Wealth Management
Idaho
$1.81K – – –
DF
2762
DecisionPoint Financial
Arizona
$1.65K – – –
PCM
2763
Perritt Capital Management
Illinois
$1.51K – – –
SC
2764
Stephens Consulting
Michigan
$1.21K – – –
PSB
2765
Piscataqua Savings Bank
New Hampshire
$1.2K +$1.15K +4 New
RF
2766
Robinswood Financial
Washington
$906 – – –
PGAM
2767
Princeton Global Asset Management
New Jersey
$904 -$9.23K -32 -91%
IA
2768
IFS Advisors
Kansas
$903 – – –
KHC
2769
Koesten Hirschmann & Crabtree
Kansas
$302 – – –
DWM
2770
Dogwood Wealth Management
Kansas
$34 – – –
PIF
2771
Public Investment Fund
Saudi Arabia
– -$765M -2,650,225 Closed
IFP
2772
Independent Franchise Partners
United Kingdom
– -$557M -2,116,336 Closed
NMO
2773
Newlands Management Operations
Texas
– -$132M -500,618 Closed
TC
2774
Tairen Capital
Hong Kong
– -$97.8M -371,494 Closed
JWBC
2775
John W. Bristol & Co
New York
– -$65.6M -249,280 Closed
109 110
111
112 113