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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2801
Greenup Street Wealth Management
Michigan
– -$783K -2,976 Closed
SCM
2802
Stevens Capital Management
Pennsylvania
– -$778K -2,956 Closed
PCMH
2803
Polymer Capital Management (HK)
Hong Kong
– -$724K -2,750 Closed
XT
2804
XTX Topco
Cayman Islands
– -$702K -2,669 Closed
PI
2805
Parkside Investments
Illinois
– -$658K -2,500 Closed
IA
2806
IFG Advisory
Georgia
– -$578K -2,195 Closed
WC
2807
Weil Company
California
– -$550K -2,092 Closed
IWA
2808
IBEX Wealth Advisors
New Jersey
– -$408K -2,000 Closed
BAM
2809
Blueshift Asset Management
New Jersey
– -$522K -1,983 Closed
TI
2810
Truepoint Inc
Ohio
– -$454K -1,725 Closed
AIM
2811
Aigen Investment Management
New York
– -$448K -1,701 Closed
WHAM
2812
Windmill Hill Asset Management
United Kingdom
– -$398K -1,512 Closed
LWM
2813
LJI Wealth Management
Indiana
– -$398K -1,511 Closed
CCM
2814
Carlson Capital Management
Minnesota
– -$381K -1,447 Closed
JWS
2815
Juncture Wealth Strategies
Arizona
– -$379K -1,440 Closed
NPT
2816
National Philanthropic Trust
Pennsylvania
– -$363K -1,380 Closed
GWS
2817
Glassman Wealth Services
Virginia
– -$360K -1,369 Closed
DI
2818
DAGCO Inc
Ohio
– -$357K -1,357 Closed
PE
2819
Point72 Europe
United Kingdom
– -$338K -1,284 Closed
CCFM
2820
Clear Creek Financial Management
Washington
– -$318K -1,207 Closed
OAM
2821
Oxford Asset Management
United Kingdom
– -$318K -1,207 Closed
KA
2822
Kure Advisory
Minnesota
– -$302K -1,148 Closed
CWP
2823
Curated Wealth Partners
California
– -$327K -1,134 Closed
AM
2824
AGF Management
Ontario, Canada
– -$280K -1,065 Closed
KFG
2825
Kingdom Financial Group
Arizona
– -$277K -1,053 Closed
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113
114 115