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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2801
SFG Wealth Management
Maryland
– -$316K -1,049 Closed
CCM
2802
CloudAlpha Capital Management
Hong Kong
– -$301K -1,000 Closed
FHWM
2803
Fox Hill Wealth Management
Massachusetts
– -$297K -985 Closed
ACM
2804
Aquatic Capital Management
Illinois
– -$289K -960 Closed
SIMG
2805
Stephens Investment Management Group
Texas
– -$284K -942 Closed
HC
2806
Hamilton Capital
Ohio
– -$280K -929 Closed
BCM
2807
BlueCrest Capital Management
Jersey
– -$279K -927 Closed
PWP
2808
Precedent Wealth Partners
Texas
– -$272K -904 Closed
CWA
2809
Canvas Wealth Advisors
Kansas
– -$246K -891 Closed
BHBT
2810
Burke & Herbert Bank & Trust
Virginia
– -$266K -883 Closed
TCMP
2811
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$265K -881 Closed
MFGM
2812
Marshall Financial Group (Maryland)
Maryland
– -$259K -861 Closed
PWA
2813
Prairie Wealth Advisors
Nebraska
– -$259K -859 Closed
LWM
2814
LongView Wealth Management
Georgia
– -$258K -858 Closed
1WM
2815
1900 Wealth Management
Texas
– -$257K -853 Closed
CA
2816
Cornerstone Advisory
Maryland
– -$256K -851 Closed
AFG
2817
ABLE Financial Group
Arizona
– -$256K -850 Closed
SEA
2818
Stegent Equity Advisors
Texas
– -$255K -848 Closed
OPPS
2819
Obsidian Personal Planning Solutions
Maryland
– -$228K -847 Closed
TCBWMS
2820
Texas Capital Bank Wealth Management Services
Texas
– -$253K -840 Closed
AWP
2821
Abacus Wealth Partners
California
– -$250K -831 Closed
MAM
2822
Madison Asset Management
Wisconsin
– -$248K -825 Closed
WTB
2823
Washington Trust Bank
Washington
– -$247K -821 Closed
NB
2824
Northwest Bancshares
Pennsylvania
– -$247K -819 Closed
SFA
2825
Source Financial Advisors
New York
– -$246K -816 Closed
111 112
113
114 115