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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2826
Founders Financial Alliance
North Carolina
– -$271K -1,031 Closed
OHWA
2827
Oak Hill Wealth Advisors
Virginia
– -$280K -972 Closed
PNAA
2828
Pictet North America Advisors
Switzerland
– -$256K -972 Closed
MFA
2829
Morling Financial Advisors
California
– -$247K -939 Closed
MIA
2830
MainStreet Investment Advisors
Illinois
– -$244K -927 Closed
LCWP
2831
Legacy Capital Wealth Partners
Arkansas
– -$239K -909 Closed
SAM
2832
Shikiar Asset Management
New York
– -$237K -900 Closed
AWP
2833
Avid Wealth Partners
Texas
– -$236K -898 Closed
AI
2834
Accredited Investors
Minnesota
– -$235K -892 Closed
HG
2835
Harbor Group
New Hampshire
– -$233K -886 Closed
MPW
2836
MGO Private Wealth
California
– -$232K -883 Closed
LAS
2837
LWM Advisory Services
Florida
– -$227K -864 Closed
LCM
2838
LRT Capital Management
Texas
– -$222K -844 Closed
FNWM
2839
Financial Network Wealth Management
Utah
– -$214K -816 Closed
WIA
2840
World Investment Advisors
California
– -$214K -815 Closed
RWM
2841
RKL Wealth Management
Pennsylvania
– -$210K -798 Closed
HNWAG
2842
High Net Worth Advisory Group
Florida
– -$210K -797 Closed
3IP
2843
3Chopt Investment Partners
Virginia
– -$208K -791 Closed
CWM
2844
Concentrum Wealth Management
California
– -$203K -771 Closed
VCM
2845
Vivaldi Capital Management
Illinois
– -$215K -765 Closed
FBC
2846
Fairfield, Bush & Co
Connecticut
– -$178K -676 Closed
BDS
2847
Banco de Sabadell
Florida
– -$154K -580 Closed
EC
2848
EdgeRock Capital
Colorado
– -$143K -500 Closed
BCM
2849
Bourgeon Capital Management
Connecticut
– -$84.7K -322 Closed
AWM
2850
Able Wealth Management
New Jersey
– -$69.7K -265 Closed
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