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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2376
Affinity Capital Advisors
California
– -$211K -1,000 Closed
JCP
2377
Jennifer C. Price
– -$211K -1,000 Closed
LWM
2378
Liberty Wealth Management
California
– -$211K -998 Closed
PFC
2379
Phocas Financial Corp
California
– -$210K -995 Closed
VP
2380
Verum Partners
North Carolina
– -$210K -995 Closed
AT
2381
American Trust
Kentucky
– -$207K -980 Closed
MP
2382
McDonald Partners
Ohio
– -$207K -979 Closed
WFA
2383
Wellspring Financial Advisors
Ohio
– -$206K -974 Closed
CWM
2384
C2C Wealth Management
Arizona
– -$223K -973 Closed
OHWA
2385
Oak Hill Wealth Advisors
Virginia
– -$205K -972 Closed
CWM
2386
Centric Wealth Management
Illinois
– -$206K -969 Closed
SWG
2387
Summit Wealth Group
Vermont
– -$204K -965 Closed
CG
2388
Clifford Group
Massachusetts
– -$202K -957 Closed
FWM
2389
Forza Wealth Management
Florida
– -$202K -957 Closed
AA
2390
Apriem Advisors
California
– -$202K -955 Closed
SFP
2391
Sweet Financial Partners
Minnesota
– -$201K -953 Closed
IFPG
2392
Intrepid Financial Planning Group
Indiana
– -$200K -948 Closed
SAF
2393
Smith Anglin Financial
Texas
– -$200K -948 Closed
IGWM
2394
ICA Group Wealth Management
Colorado
– -$192K -908 Closed
TA
2395
Townsend & Associates
Colorado
– -$205K -908 Closed
EW
2396
Enzi Wealth
Texas
– -$202K -878 Closed
AS
2397
AM Squared
Hong Kong
– -$169K -800 Closed
FBC
2398
Fairfield, Bush & Co
Connecticut
– -$153K -726 Closed
WAM
2399
Worth Asset Management
Texas
– -$149K -706 Closed
FA
2400
Fiduciary Alliance
South Carolina
– -$104K -492 Closed
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