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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2451
Marathon Capital Management
Maryland
– -$212K -781 Closed
KFGK
2452
Keystone Financial Group (Kentucky)
Kentucky
– -$211K -779 Closed
CCB
2453
Cutter & Co Brokerage
Missouri
– -$208K -768 Closed
GSC
2454
Ground Swell Capital
South Carolina
– -$207K -763 Closed
RF
2455
RHS Financial
California
– -$207K -763 Closed
SDWMA
2456
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$206K -761 Closed
BIA
2457
Bigelow Investment Advisors
Maine
– -$206K -760 Closed
MAM
2458
McLean Asset Management
Virginia
– -$224K -759 Closed
BHBT
2459
Burke & Herbert Bank & Trust
Virginia
– -$205K -755 Closed
BC
2460
Burney Company
Virginia
– -$204K -754 Closed
BCA
2461
Biltmore Capital Advisors
New Jersey
– -$204K -751 Closed
SA
2462
Sicart Associates
New York
– -$203K -750 Closed
PAM
2463
Palisade Asset Management
Minnesota
– -$203K -747 Closed
BWM
2464
Biltmore Wealth Management
Arizona
– -$202K -743 Closed
JC
2465
Jacobs & Co
California
– -$200K -741 Closed
PWM
2466
Prentice Wealth Management
New York
– -$149K -550 Closed
CDIA
2467
Capital Directions Investment Advisors
Georgia
– -$135K -499 Closed
KIG
2468
Kowal Investment Group
Wisconsin
– -$135K -498 Closed
CPC
2469
Consolidated Planning Corp
Georgia
– -$120K -444 Closed
APP
2470
Alpha Paradigm Partners
Illinois
– -$120K -441 Closed
IF
2471
Ironwood Financial
Arizona
– -$106K -389 Closed
BMD
2472
Better Money Decisions
New Mexico
– -$99K -365 Closed
IWA
2473
IBEX Wealth Advisors
New Jersey
– -$59K -216 Closed
WLPWM
2474
Walled Lake Planning & Wealth Management
Illinois
– -$44K -161 Closed
MA
2475
MCF Advisors
Kentucky
– -$39K -143 Closed
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