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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
2276
Cadence Bank NA
Texas
– -$264K -1,244 Closed
SMC
2277
Smith, Moore & Co
Missouri
– -$262K -1,234 Closed
SAM
2278
Smithbridge Asset Management
Pennsylvania
– -$259K -1,219 Closed
LCM
2279
Leisure Capital Management
California
– -$258K -1,213 Closed
HIP
2280
HUB Investment Partners
Texas
– -$257K -1,209 Closed
FC
2281
Forte Capital
New York
– -$305K -1,199 Closed
ICA
2282
Infrastructure Capital Advisors
New York
– -$253K -1,191 Closed
SFG
2283
Sather Financial Group
Texas
– -$253K -1,191 Closed
LA
2284
LexAurum Advisors
Kansas
– -$251K -1,184 Closed
ETCM
2285
Evolutionary Tree Capital Management
Virginia
– -$251K -1,180 Closed
SWM
2286
SFG Wealth Management
Maryland
– -$251K -1,180 Closed
CT
2287
Coastline Trust
Rhode Island
– -$248K -1,170 Closed
DAM
2288
Diamant Asset Management
Connecticut
– -$248K -1,170 Closed
MAG
2289
MRA Advisory Group
New Jersey
– -$248K -1,170 Closed
WE
2290
Wealth Effects
Massachusetts
– -$248K -1,170 Closed
HWA
2291
HCR Wealth Advisors
California
– -$248K -1,167 Closed
SAM
2292
Strategy Asset Managers
California
– -$245K -1,154 Closed
FFG
2293
Frisch Financial Group
New York
– -$245K -1,152 Closed
CC
2294
Callan Capital
California
– -$244K -1,150 Closed
FGIM
2295
First Growth Investment Manager
California
– -$244K -1,150 Closed
TCM
2296
Tufton Capital Management
Maryland
– -$244K -1,150 Closed
FAFN
2297
First Affirmative Financial Network
Colorado
– -$243K -1,147 Closed
UAS
2298
United Asset Strategies
New York
– -$242K -1,142 Closed
DIP
2299
DT Investment Partners
Pennsylvania
– -$242K -1,140 Closed
SNBOSD
2300
Security National Bank of So Dak
Iowa
– -$241K -1,135 Closed
90 91
92
93 94