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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EE
2301
EWG Elevate
California
– -$33.5K -253 Closed
AAMA
2302
Advanced Asset Management Advisors
Ohio
– -$33.1K -250 Closed
DWP
2303
Destiny Wealth Partners
Florida
– -$33K -249 Closed
MWM
2304
MinichMacGregor Wealth Management
New York
– -$30.8K -232 Closed
CM
2305
Caption Management
Oklahoma
– -$33.8K -200 Closed
EA
2306
Emerald Advisers
Pennsylvania
– -$26.5K -200 Closed
MS
2307
Madden Securities
Texas
– -$21.3K -161 Closed
FPB
2308
First PREMIER Bank
South Dakota
– -$17K -130 Closed
FFL
2309
Financial Freedom LLC
Ohio
– -$13.9K -105 Closed
LFA
2310
Legend Financial Advisors
Pennsylvania
– -$13.7K -103 Closed
MSCM
2311
McElhenny Sheffield Capital Management
Texas
– -$9.53K -86 Closed
VCM
2312
Vigilant Capital Management
Maine
– -$10K -75 Closed
MWC
2313
MBM Wealth Consultants
Missouri
– -$8K -57 Closed
MPCL
2314
My Personal CFO LLC
Washington
– -$5.57K -42 Closed
LAM
2315
Lakewood Asset Management
Illinois
– -$5K -40 Closed
SC
2316
Sierra Capital
Florida
– -$5K -34 Closed
VWM
2317
Valley Wealth Managers
New Jersey
– -$3.85K -29 Closed
ACP
2318
Arcus Capital Partners
Georgia
– -$2.52K -19 Closed
RWMH
2319
Riverpoint Wealth Management Holdings
Illinois
– -$1.86K -14 Closed
GWSA
2320
Global Wealth Strategies & Associates
Colorado
– -$1.33K -10 Closed
TFA
2321
Transamerica Financial Advisors
Florida
– -$2K -10 Closed
CWM
2322
Cranbrook Wealth Management
Michigan
– -$796 -6 Closed
GGI
2323
Godsey & Gibb Inc
Virginia
– -$796 -6 Closed
PCA
2324
Providence Capital Advisors
North Carolina
– -$133 -1 Closed
GKIM
2325
GW&K Investment Management
Massachusetts
– +$338 +2 New
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