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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
3126
Custom Index Systems
New York
– -$218K -918 Closed
SAW
3127
Signal Advisors Wealth
Michigan
– -$218K -918 Closed
SFG
3128
Sovereign Financial Group
Connecticut
– -$217K -914 Closed
MAG
3129
Mayfair Advisory Group
Alabama
– -$216K -910 Closed
MRI
3130
Mad River Investors
Massachusetts
– -$213K -900 Closed
WF
3131
Whelan Financial
California
– -$213K -897 Closed
KWM
3132
Kingsman Wealth Management
Florida
– -$212K -894 Closed
SW
3133
SkyOak Wealth
Michigan
– -$211K -892 Closed
WEG
3134
World Equity Group
Illinois
– -$208K -879 Closed
KWM
3135
KW Wealth Management
California
– -$207K -874 Closed
CW
3136
Code Waechter
Florida
– -$209K -871 Closed
WWC
3137
Waypoint Wealth Counsel
Georgia
– -$206K -869 Closed
TCWM
3138
Total Clarity Wealth Management
Illinois
– -$201K -848 Closed
BAS
3139
Brueske Advisory Services
Washington
– -$200K -844 Closed
XC
3140
XY Capital
Hong Kong
– -$180K -726 Closed
SAS
3141
Spurstone Advisory Services
Connecticut
– -$166K -700 Closed
FF
3142
Francis Financial
– -$234K -633 Closed
ABWM
3143
Alpine Bank Wealth Management
Colorado
– -$148K -624 Closed
ORAM
3144
One River Asset Management
Connecticut
– -$141K -569 Closed
LCM
3145
Lattice Capital Management
Washington
– -$119K -500 Closed
JWM
3146
JPL Wealth Management
Colorado
– -$117K -495 Closed
NCM
3147
Northwest Capital Management
Oregon
– -$67.1K -283 Closed
PPA
3148
Pilgrim Partners Asia
Singapore
– -$52.1K -220 Closed
SP
3149
Saranac Partners
– -$39.8K -168 Closed
VWA
3150
VSM Wealth Advisory
Maryland
– -$32K -135 Closed
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