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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2151
Indiana Trust & Investment Management
Indiana
– -$227K -1,373 Closed
PP
2152
Pegasus Partners
Wisconsin
– -$226K -1,372 Closed
EA
2153
Echo45 Advisors
California
– -$226K -1,369 Closed
TCBWMS
2154
Texas Capital Bank Wealth Management Services
Texas
– -$226K -1,367 Closed
BFA
2155
Beacon Financial Advisory
Ohio
– -$225K -1,362 Closed
EVC
2156
Eidelman Virant Capital
Missouri
– -$226K -1,350 Closed
ACM
2157
Avalon Capital Management
California
– -$223K -1,349 Closed
GCP
2158
Gill Capital Partners
Colorado
– -$286K -1,348 Closed
CGA
2159
Crescent Grove Advisors
Illinois
– -$222K -1,344 Closed
RIS
2160
Retirement Income Solutions
Michigan
– -$220K -1,330 Closed
CCM
2161
Consolidated Capital Management
California
– -$219K -1,329 Closed
SMA
2162
Sage Mountain Advisors
Georgia
– -$217K -1,317 Closed
NIM
2163
Northeast Investment Management
Massachusetts
– -$217K -1,315 Closed
WWM
2164
Windsor Wealth Management
Indiana
– -$226K -1,307 Closed
CM
2165
CastleKnight Management
New York
– -$215K -1,300 Closed
LNB
2166
Ledyard National Bank
– -$214K -1,299 Closed
AT
2167
Arvest Trust
Oklahoma
– -$214K -1,298 Closed
ACP
2168
Aveo Capital Partners
Colorado
– -$214K -1,298 Closed
PIA
2169
Pinion Investment Advisors
Kansas
– -$213K -1,288 Closed
CWM
2170
Curi Wealth Management
North Carolina
– -$211K -1,279 Closed
HIC
2171
Holderness Investments Company
North Carolina
– -$210K -1,275 Closed
1WM
2172
1900 Wealth Management
Texas
– -$211K -1,274 Closed
CCP
2173
Carmel Capital Partners
California
– -$210K -1,273 Closed
CWA
2174
Clarity Wealth Advisors
California
– -$209K -1,271 Closed
CF
2175
Cantor Fitzgerald
New York
– -$208K -1,262 Closed
85 86
87
88 89