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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3001
Coordinated Financial Services
Colorado
– -$234K -857 Closed
IIA
3002
Integral Investment Advisors
California
– -$234K -857 Closed
WWM
3003
Whalen Wealth Management
Nevada
– -$233K -855 Closed
BFF
3004
Byrne Financial Freedom
Massachusetts
– -$232K -849 Closed
OPA
3005
Old Port Advisors
Maine
– -$230K -842 Closed
BWM
3006
BCS Wealth Management
Tennessee
– -$229K -841 Closed
RE
3007
Rydar Equities
Texas
– -$229K -839 Closed
JCM
3008
Janney Capital Management
Pennsylvania
– -$228K -837 Closed
TWA
3009
Talisman Wealth Advisors
New Jersey
– -$227K -832 Closed
LI
3010
LifeWealth Investments
Florida
– -$226K -827 Closed
MPCL
3011
My Personal CFO LLC
Washington
– -$226K -827 Closed
RIA
3012
Realta Investment Advisors
Delaware
– -$226K -827 Closed
PA
3013
PSI Advisors
Florida
– -$225K -825 Closed
PFM
3014
Patton Fund Management
Texas
– -$224K -821 Closed
CGF
3015
Constant Guidance Financial
Massachusetts
– -$224K -820 Closed
SWM
3016
Sagace Wealth Management
Florida
– -$224K -820 Closed
BWM
3017
Blossom Wealth Management
California
– -$222K -815 Closed
AZ
3018
Alpha Zero
Florida
– -$221K -809 Closed
BPC
3019
Bearing Point Capital
Minnesota
– -$221K -809 Closed
CAI
3020
Capital Advisors Inc
Oklahoma
– -$220K -807 Closed
SIA
3021
SkyView Investment Advisors
New Jersey
– -$220K -806 Closed
IIM
3022
InTrack Investment Management
Vermont
– -$220K -805 Closed
OFO
3023
OneAscent Family Office
Alabama
– -$220K -805 Closed
EFL
3024
ERn Financial LLC
Wisconsin
– -$219K -803 Closed
BW
3025
Blalock Williams
Alabama
– -$219K -802 Closed
119 120
121
122 123