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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3101
Blueshift Asset Management
New Jersey
– -$273K -818 Closed
TCBWMS
3102
Texas Capital Bank Wealth Management Services
Texas
– -$272K -813 Closed
HCM
3103
HMS Capital Management
Tennessee
– -$265K -794 Closed
AR
3104
Apeiron RIA
Texas
– -$264K -791 Closed
LA
3105
Latitude Advisors
Florida
– -$262K -782 Closed
AFM
3106
Armstrong Fleming & Moore
District of Columbia
– -$258K -773 Closed
SCM
3107
SOL Capital Management
Maryland
– -$255K -764 Closed
GFG
3108
Goldstone Financial Group
Illinois
– -$253K -757 Closed
AF
3109
Affiance Financial
Minnesota
– -$252K -753 Closed
AFG
3110
ABLE Financial Group
Arizona
– -$250K -748 Closed
CWS
3111
Cypress Wealth Services
California
– -$248K -741 Closed
KWM
3112
Keebeck Wealth Management
Illinois
– -$247K -739 Closed
GIA
3113
Guyasuta Investment Advisors
Pennsylvania
– -$246K -736 Closed
TA
3114
TruWealth Advisors
Louisiana
– -$246K -736 Closed
PPWM
3115
Perissos Private Wealth Management
Oklahoma
– -$242K -725 Closed
HC
3116
Hamilton Capital
Ohio
– -$242K -724 Closed
FMN
3117
Financial Management Network
California
– -$241K -723 Closed
GWM
3118
GSB Wealth Management
Connecticut
– -$242K -723 Closed
TFA
3119
Tranquilli Financial Advisor
New Jersey
– -$241K -720 Closed
CWM
3120
CCG Wealth Management
California
– -$240K -717 Closed
MWM
3121
MinichMacGregor Wealth Management
New York
– -$240K -717 Closed
PRTG
3122
Post Resch Tallon Group
New York
– -$236K -714 Closed
BL
3123
Balentine LLC
Georgia
– -$237K -710 Closed
BPC
3124
Bearing Point Capital
Minnesota
– -$237K -710 Closed
AIM
3125
Athena Investment Management
California
– -$236K -705 Closed
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