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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
3026
Hamilton Wealth
California
– -$241K -911 Closed
CRI
3027
Colonial River Investments
Virginia
– -$241K -910 Closed
FLFS
3028
Family Legacy Financial Solutions
North Carolina
– -$240K -908 Closed
LW
3029
Libra Wealth
California
– -$241K -908 Closed
PP
3030
Postrock Partners
Oregon
– -$239K -904 Closed
EWM
3031
Elite Wealth Management
Washington
– -$238K -900 Closed
SSWG
3032
Seven Springs Wealth Group
Tennessee
– -$238K -899 Closed
ERWM
3033
Elk River Wealth Management
Colorado
– -$238K -897 Closed
JCM
3034
Jag Capital Management
Missouri
– -$236K -891 Closed
KFGK
3035
Keystone Financial Group (Kentucky)
Kentucky
– -$236K -890 Closed
KCPG
3036
Kavar Capital Partners Group
Kansas
– -$233K -879 Closed
GG
3037
Gleason Group
Kentucky
– -$232K -874 Closed
FI
3038
Financial Insights
Washington
– -$231K -872 Closed
VCM
3039
Vivaldi Capital Management
Illinois
– -$231K -872 Closed
GT
3040
GreatBanc Trust
Illinois
– -$230K -870 Closed
RIA
3041
Realta Investment Advisors
Delaware
– -$229K -865 Closed
SFO
3042
Stenger Family Office
Illinois
– -$229K -865 Closed
MPCL
3043
My Personal CFO LLC
Washington
– -$228K -860 Closed
PCMNC
3044
Piedmont Capital Management (North Carolina)
North Carolina
– -$227K -856 Closed
AZ
3045
Alpha Zero
Florida
– -$226K -852 Closed
TWPM
3046
Total Wealth Planning & Management
Florida
– -$225K -849 Closed
OCA
3047
Odyssey Capital Advisors
Pennsylvania
– -$225K -848 Closed
KWM
3048
Keebeck Wealth Management
Illinois
– -$224K -845 Closed
NWM
3049
Nolet Wealth Management
Texas
– -$224K -845 Closed
RFA
3050
Resurgent Financial Advisors
Georgia
– -$224K -845 Closed
120 121
122
123 124