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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
3151
Zimmermann Investment Management & Planning
Pennsylvania
– -$382K -1,397 Closed
LSPW
3152
Lake Street Private Wealth
Illinois
– -$372K -1,359 Closed
TCWA
3153
Turtle Creek Wealth Advisors
Texas
– -$368K -1,346 Closed
KOC
3154
Koss-Olinger Consulting
Florida
– -$355K -1,296 Closed
MPM
3155
MBB Public Markets
Illinois
– -$345K -1,260 Closed
NWAG
3156
Net Worth Advisory Group
Utah
– -$340K -1,242 Closed
ETCM
3157
Evolutionary Tree Capital Management
Virginia
– -$323K -1,180 Closed
HOWA
3158
Heritage Oak Wealth Advisors
Florida
– -$323K -1,180 Closed
BSTWA
3159
Blake Schutter Theil Wealth Advisors
Ohio
– -$310K -1,132 Closed
BC
3160
Bridgefront Capital
Texas
– -$305K -1,113 Closed
GAG
3161
Goodman Advisory Group
Massachusetts
– -$286K -1,046 Closed
PCM
3162
Princeton Capital Management
New Jersey
– -$273K -999 Closed
BWA
3163
BlueChip Wealth Advisors
Georgia
– -$271K -991 Closed
SAMT
3164
Select Asset Management & Trust
Pennsylvania
– -$270K -986 Closed
SWM
3165
Silverlake Wealth Management
Vermont
– -$245K -894 Closed
HB
3166
HTLF Bank
Colorado
– -$238K -871 Closed
EGA
3167
E&G Advisors
Texas
– -$220K -804 Closed
WCM
3168
WealthBridge Capital Management
Ohio
– -$219K -799 Closed
CMTU
3169
Capital Markets Trading (UK)
United Kingdom
– -$252K -790 Closed
LWMM
3170
Legacy Wealth Management (Mississippi)
Mississippi
– -$210K -767 Closed
TCMP
3171
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$210K -767 Closed
BHBT
3172
Burke & Herbert Bank & Trust
Virginia
– -$205K -749 Closed
RF
3173
RHS Financial
California
– -$205K -748 Closed
CA
3174
Calton & Associates
Florida
– -$204K -747 Closed
MMC
3175
Mizuho Markets Cayman
Cayman Islands
– -$201K -736 Closed
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