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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2076
Blueshift Asset Management
New Jersey
– -$2.44M -16,986 Closed
BC
2077
Brookfield Corp
Ontario, Canada
– -$2.29M -15,931 Closed
HNW
2078
High Note Wealth
Minnesota
– -$2.42M -15,180 Closed
GWSG
2079
GPS Wealth Strategies Group
Colorado
– -$1.97M -13,666 Closed
GH
2080
GAM Holding
Switzerland
– -$1.83M -12,705 Closed
DSAM
2081
Dock Street Asset Management
Florida
– -$1.73M -11,999 Closed
AIS
2082
American Investment Services
Massachusetts
– -$1.69M -11,767 Closed
MCIA
2083
Mountain Capital Investment Advisors
Colorado
– -$1.74M -11,305 Closed
CAIMH
2084
Central Asset Investments & Management Holdings
Hong Kong
– -$1.55M -10,800 Closed
RSVP
2085
Ramsay Stattman Vela & Price
Colorado
– -$1.53M -10,640 Closed
SC
2086
Slow Capital
California
– -$1.52M -10,573 Closed
ZCM
2087
Zenyatta Capital Management
Delaware
– -$1.44M -10,000 Closed
MAM
2088
Meeder Asset Management
Ohio
– -$1.38M -9,609 Closed
QIM
2089
Quantitative Investment Management
Virginia
– -$1.31M -9,145 Closed
JSC
2090
Jackson Square Capital
California
– -$1.24M -8,612 Closed
PWP
2091
Perfromance Wealth Partners
Illinois
– -$1.23M -8,553 Closed
FDS
2092
Freedom Day Solutions
Texas
– -$1.21M -8,387 Closed
CAM
2093
Cypress Asset Management
Texas
– -$953K -6,626 Closed
PI
2094
Parkside Investments
Illinois
– -$916K -6,373 Closed
GAM
2095
Gemmer Asset Management
California
– -$821K -5,709 Closed
PCM
2096
Pennsylvania Capital Management
Pennsylvania
– -$749K -5,207 Closed
JAG
2097
Journey Advisory Group
Kentucky
– -$715K -4,971 Closed
NAG
2098
Northstar Advisory Group
New Jersey
– -$681K -4,734 Closed
MA
2099
MUFG Americas
New York
– -$664K -4,614 Closed
WWA
2100
WCG Wealth Advisors
Nevada
– -$730K -4,589 Closed
82 83
84
85 86