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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2776
Campbell Wealth Management
Virginia
– -$224K -871 Closed
CMS
2777
Capital Market Strategies
Florida
– -$213K -829 Closed
ASC
2778
Atalanta Sosnoff Capital
New York
– -$209K -812 Closed
EWM
2779
Elevatus Welath Management
New York
– -$207K -806 Closed
FW
2780
FullCircle Wealth
Texas
– -$201K -803 Closed
AIM
2781
Alhambra Investment Management
Florida
– -$205K -798 Closed
RCA
2782
Ranch Capital Advisors
Florida
– -$205K -798 Closed
TA
2783
Townsend & Associates
Colorado
– -$209K -796 Closed
GWP
2784
Gateway Wealth Partners
Wisconsin
– -$203K -789 Closed
AWA
2785
Aletheian Wealth Advisors
Washington
– -$202K -786 Closed
RWM
2786
Revisor Wealth Management
Ohio
– -$201K -783 Closed
CB
2787
Chris Bulman
California
– -$186K -722 Closed
A
2788
AlphaQuest
New York
– -$161K -628 Closed
RFG
2789
RFP Financial Group
Georgia
– -$95.4K -371 Closed
TFF
2790
The Family Firm
Maryland
– -$87.8K -341 Closed
RWMG
2791
Redwood Wealth Management Group
New Jersey
– -$84.3K -328 Closed
GA
2792
GFS Advisors
Texas
– -$950K -300 Closed
IWA
2793
IBEX Wealth Advisors
New Jersey
– -$72K -280 Closed
JSAM
2794
J. Safra Asset Management
New York
– -$57.8K -225 Closed
EC
2795
EntryPoint Capital
New York
– -$55.5K -216 Closed
RFA
2796
Register Financial Advisors
Georgia
– -$46.3K -180 Closed
LIA
2797
Lynx Investment Advisory
District of Columbia
– -$40.1K -156 Closed
QL
2798
Quarry LP
New York
– -$27.8K -108 Closed
VWM
2799
Valley Wealth Managers
New Jersey
– -$20.6K -80 Closed
FWA
2800
FSC Wealth Advisors
New York
– -$17.5K -68 Closed
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112
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