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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
2851
Hoxton Planning & Management
West Virginia
– -$220K -730 Closed
AWG
2852
Altus Wealth Group
Colorado
– -$220K -729 Closed
SAM
2853
Summit Asset Management
Tennessee
– -$220K -729 Closed
FMN
2854
Financial Management Network
California
– -$213K -725 Closed
MC
2855
Marest Capital
California
– -$217K -722 Closed
ACA
2856
Affinity Capital Advisors
California
– -$217K -721 Closed
HFP
2857
Holistic Financial Partners
Indiana
– -$217K -719 Closed
HR
2858
Howe & Rusling
New York
– -$216K -716 Closed
M1FG
2859
Mach-1 Financial Group
Arkansas
– -$216K -716 Closed
RMC
2860
Regis Management Company
California
– -$216K -716 Closed
HI
2861
Humankind Investments
New York
– -$215K -713 Closed
SIAG
2862
Safeguard Investment Advisory Group
California
– -$214K -709 Closed
GWM
2863
GSB Wealth Management
Connecticut
– -$213K -708 Closed
SFG
2864
Sather Financial Group
Texas
– -$213K -708 Closed
AIM
2865
Athena Investment Management
California
– -$212K -705 Closed
FSC
2866
Full Sail Capital
Oklahoma
– -$212K -704 Closed
AR
2867
Apeiron RIA
Texas
– -$211K -702 Closed
TWA
2868
Talisman Wealth Advisors
New Jersey
– -$211K -702 Closed
JFG
2869
JMG Financial Group
Illinois
– -$211K -700 Closed
AWM
2870
Alterna Wealth Management
Texas
– -$210K -698 Closed
RW
2871
REDW Wealth
New Mexico
– -$210K -697 Closed
HWM
2872
Hemington Wealth Management
Virginia
– -$210K -696 Closed
NCM
2873
NCM Capital Management
New Jersey
– -$209K -695 Closed
VWM
2874
Vigilare Wealth Management
Arizona
– -$209K -695 Closed
JBA
2875
Johnson Bixby & Associates
Washington
– -$209K -694 Closed
113 114
115
116 117