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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2401
Collective Family Office
Pennsylvania
– -$231K -908 Closed
CFS
2402
CRA Financial Services
New Jersey
– -$230K -907 Closed
UL
2403
Unionview LLC
Washington
– -$230K -905 Closed
BFWA
2404
Benchmark Financial Wealth Advisors
Florida
– -$229K -902 Closed
CBFP
2405
Cedar Brook Financial Partners
Ohio
– -$229K -901 Closed
CF
2406
Corrigan Financial
Rhode Island
– -$229K -900 Closed
PCM
2407
Palisade Capital Management
New Jersey
– -$229K -900 Closed
MC
2408
Manteio Capital
New Jersey
– -$228K -896 Closed
EFSCE
2409
Enterprise Financial Services Corp (EFSC)
Missouri
– -$227K -894 Closed
AI
2410
Accredited Investors
Minnesota
– -$227K -893 Closed
RWG
2411
Ratio Wealth Group
Colorado
– -$226K -889 Closed
MA
2412
MJP Associates
Connecticut
– -$226K -885 Closed
PP
2413
Patten & Patten
Tennessee
– -$224K -883 Closed
FA
2414
Fermata Advisors
California
– -$223K -878 Closed
CCP
2415
Cassia Capital Partners
North Carolina
– -$222K -873 Closed
CAM
2416
Claret Asset Management
Quebec, Canada
– -$222K -873 Closed
IIA
2417
ICW Investment Advisors
Arizona
– -$222K -873 Closed
TBA
2418
Tower Bridge Advisors
Pennsylvania
– -$222K -872 Closed
SAM
2419
SignalPoint Asset Management
Missouri
– -$221K -871 Closed
AWA
2420
Amplius Wealth Advisors
Pennsylvania
– -$221K -870 Closed
CIA
2421
Caerus Investment Advisors
Texas
– -$221K -870 Closed
SIC
2422
Sigma Investment Counselors
Michigan
– -$221K -868 Closed
CA
2423
Continuum Advisory
Idaho
– -$220K -867 Closed
SFG
2424
SNS Financial Group
Minnesota
– -$220K -864 Closed
CIA
2425
Cladis Investment Advisory
Montana
– -$218K -857 Closed
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97
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