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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2851
Altus Wealth Group
Colorado
– -$220K -729 Closed
SAM
2852
Summit Asset Management
Tennessee
– -$220K -729 Closed
FMN
2853
Financial Management Network
California
– -$213K -725 Closed
MC
2854
Marest Capital
California
– -$217K -722 Closed
ACA
2855
Affinity Capital Advisors
California
– -$217K -721 Closed
HFP
2856
Holistic Financial Partners
Indiana
– -$217K -719 Closed
HR
2857
Howe & Rusling
New York
– -$216K -716 Closed
M1FG
2858
Mach-1 Financial Group
Arkansas
– -$216K -716 Closed
RMC
2859
Regis Management Company
California
– -$216K -716 Closed
HI
2860
Humankind Investments
New York
– -$215K -713 Closed
SIAG
2861
Safeguard Investment Advisory Group
California
– -$214K -709 Closed
GWM
2862
GSB Wealth Management
Connecticut
– -$213K -708 Closed
SFG
2863
Sather Financial Group
Texas
– -$213K -708 Closed
AIM
2864
Athena Investment Management
California
– -$212K -705 Closed
FSC
2865
Full Sail Capital
Oklahoma
– -$212K -704 Closed
AR
2866
Apeiron RIA
Texas
– -$211K -702 Closed
TWA
2867
Talisman Wealth Advisors
New Jersey
– -$211K -702 Closed
JFG
2868
JMG Financial Group
Illinois
– -$211K -700 Closed
AWM
2869
Alterna Wealth Management
Texas
– -$210K -698 Closed
RW
2870
REDW Wealth
New Mexico
– -$210K -697 Closed
HWM
2871
Hemington Wealth Management
Virginia
– -$210K -696 Closed
NCM
2872
NCM Capital Management
New Jersey
– -$209K -695 Closed
VWM
2873
Vigilare Wealth Management
Arizona
– -$209K -695 Closed
JBA
2874
Johnson Bixby & Associates
Washington
– -$209K -694 Closed
RIM
2875
Rockbridge Investment Management
New York
– -$208K -692 Closed
113 114
115
116 117