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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
XC
3126
XY Capital
Hong Kong
– -$180K -726 Closed
SAS
3127
Spurstone Advisory Services
Connecticut
– -$166K -700 Closed
FF
3128
Francis Financial
– -$234K -633 Closed
ABWM
3129
Alpine Bank Wealth Management
Colorado
– -$148K -624 Closed
ORAM
3130
One River Asset Management
Connecticut
– -$141K -569 Closed
LCM
3131
Lattice Capital Management
Washington
– -$119K -500 Closed
JWM
3132
JPL Wealth Management
Colorado
– -$117K -495 Closed
NCM
3133
Northwest Capital Management
Oregon
– -$67.1K -283 Closed
PPA
3134
Pilgrim Partners Asia
Singapore
– -$52.1K -220 Closed
SP
3135
Saranac Partners
– -$39.8K -168 Closed
VWA
3136
VSM Wealth Advisory
Maryland
– -$32K -135 Closed
CIR
3137
Clear Investment Research
Georgia
– -$28.1K -118 Closed
MSG
3138
Main Street Group
Virginia
– -$27.7K -117 Closed
MAM
3139
Marquette Asset Management
Minnesota
– -$25.6K -108 Closed
EWM
3140
Evolution Wealth Management
Florida
– -$23.9K -101 Closed
CWM
3141
Crowley Wealth Management
Delaware
– -$23.7K -100 Closed
HFS
3142
Hopwood Financial Services
Virginia
– -$22.5K -95 Closed
PAM
3143
Palisade Asset Management
Minnesota
– -$22.5K -95 Closed
PPA
3144
Painted Porch Advisors
California
– -$21.3K -90 Closed
PWMA
3145
Pension & Wealth Management Advisors
Massachusetts
– -$19.9K -83 Closed
TIM
3146
Tortoise Investment Management
New York
– -$18K -76 Closed
GFWA
3147
Grey Fox Wealth Advisors
Delaware
– -$17.7K -74 Closed
CCM
3148
Cloud Capital Management
Washington
– -$17K -72 Closed
BCM
3149
Berbice Capital Management
New York
– -$14.2K -60 Closed
NC
3150
North Capital
Utah
– -$8.29K -35 Closed
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126
127