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CROX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
401
Strategic Advocates
Utah
$4.94K – – –
CJ
402
Caitlin John
Michigan
$4.79K – – –
VCM
403
Versant Capital Management
Arizona
$4.7K -$4.35K -52 -49%
CTC
404
Cetera Trust Company
Minnesota
$4.7K – – –
GWSA
405
Global Wealth Strategies & Associates
Colorado
$4.28K – – –
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$4.11K – – –
GIA
407
GHP Investment Advisors
Colorado
$4.11K – – –
BWA
408
Basecamp Wealth Advisors
Washington
$3.76K +$3.68K +44 New
FP
409
Financial Perspectives
Minnesota
$3.68K – – –
JSAM
410
J. Safra Asset Management
New York
$3.59K – – –
SIS
411
Sound Income Strategies
Florida
$3.32K – – –
SWM
412
SHP Wealth Management
Massachusetts
$2.91K +$2.84K +34 New
AAP
413
Arax Advisory Partners
Colorado
$2.74K -$2.34M -27,919 -100%
BIA
414
Bell Investment Advisors
California
$2.65K +$84 +1 +3%
JWA
415
JFS Wealth Advisors
Pennsylvania
$2.65K +$1.92K +23 +288%
S
416
Sachetta
Massachusetts
$2.57K +$167 +2 +7%
CT
417
Clearstead Trust
Maine
$2.31K +$2.26K +27 New
SIC
418
SJS Investment Consulting
Ohio
$2.31K +$2.26K +27 New
PWMA
419
Pension & Wealth Management Advisors
Massachusetts
$2.31K – – –
AWM
420
Activest Wealth Management
Florida
$2.05K +$2.01K +24 New
FDW
421
Fourth Dimension Wealth
Ohio
$1.88K – – –
RWS
422
Retirement Wealth Solutions
Wisconsin
$1.8K +$920 +11 +110%
KFAS
423
Keating Financial Advisory Services
Kansas
$1.8K +$1.76K +21 New
KG
424
Kilter Group
New York
$1.71K -$418 -5 -20%
RS
425
Rakuten Securities
Japan
$1.71K -$84 -1 -5%
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17
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