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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
3076
Berkshire Money Management
Massachusetts
– -$210K -791 Closed
MSA
3077
McAlister Sweet & Associates
Texas
– -$210K -791 Closed
TA
3078
Teramo Advisors
Florida
– -$208K -786 Closed
AWA
3079
Argo Wealth Advisory
Virginia
– -$208K -785 Closed
MSFS
3080
Main Street Financial Solutions
Pennsylvania
– -$208K -785 Closed
BFA
3081
Benedict Financial Advisors
Georgia
– -$206K -777 Closed
SI
3082
Saxon Interests
Texas
– -$206K -777 Closed
TA
3083
TruWealth Advisors
Louisiana
– -$206K -777 Closed
FZCM
3084
Flynn Zito Capital Management
New York
– -$204K -771 Closed
EB
3085
Exchange Bank
California
– -$204K -769 Closed
OBGC
3086
O'Brien Greene & Co
Pennsylvania
– -$203K -768 Closed
BWM
3087
Blossom Wealth Management
California
– -$203K -767 Closed
TWA
3088
Talisman Wealth Advisors
New Jersey
– -$203K -767 Closed
CCA
3089
Cora Capital Advisors
New Jersey
– -$203K -765 Closed
MSS
3090
Mitchell Sinkler & Starr
Pennsylvania
– -$203K -765 Closed
VCP
3091
Vista Capital Partners
Oregon
– -$203K -765 Closed
PMG
3092
Private Management Group
California
– -$202K -764 Closed
BFO
3093
Biltmore Family Office
North Carolina
– -$202K -763 Closed
FWP
3094
Falcon Wealth Planning
California
– -$202K -761 Closed
PP
3095
Pingora Partners
Wyoming
– -$202K -761 Closed
TCM
3096
Tufton Capital Management
Maryland
– -$201K -760 Closed
SA
3097
Strategic Advocates
Utah
– -$201K -758 Closed
VP
3098
Verum Partners
North Carolina
– -$201K -757 Closed
WMA
3099
Wealth Management Associates
New Jersey
– -$201K -757 Closed
KBFS
3100
Kohmann Bosshard Financial Services
Ohio
– -$183K -692 Closed
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