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CVNA

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
601
Hantz Financial Services
Michigan
$217K +$42.5K +601 +22%
HNB
602
Huntington National Bank
Ohio
$216K +$72.9K +1,031 +46%
CFG
603
Citizens Financial Group
Rhode Island
$216K +$232K +3,277 New
AWM
604
Adams Wealth Management
Utah
$216K – – –
CI
605
CacheTech Inc
Utah
$216K – – –
PWM
606
Perigon Wealth Management
California
$214K +$230K +3,254 New
SAI
607
Savvy Advisors Inc
New York
$212K +$227K +3,216 New
CAG
608
Crestwood Advisors Group
Massachusetts
$209K +$224K +3,174 New
YC
609
Yarbrough Capital
Tennessee
$208K +$224K +3,165 New
AWP
610
Avid Wealth Partners
Texas
$206K +$221K +3,123 New
FIA
611
Foundations Investment Advisors
Arizona
$204K +$220K +3,107 New
AC
612
AlphaCore Capital
California
$201K -$35.2K -498 -14%
CFB
613
Cullen/Frost Bankers
Texas
$199K +$3.47K +49 +2%
UB
614
UMB Bank
Missouri
$199K +$3.04K +43 +1%
VCM
615
Versant Capital Management
Arizona
$163K +$25.1K +355 +17%
PWPS
616
Pinnacle Wealth Planning Services
Ohio
$144K +$6.22K +88 +4%
SEP
617
Signature Equity Partners
Ohio
$144K -$21.4K -302 -12%
ITG
618
Index Technologies Group
New York
$140K +$151K +2,130 New
SPIA
619
Steward Partners Investment Advisory
New York
$139K -$54.6K -772 -27%
CM
620
Capula Management
Cayman Islands
$138K +$120K +1,695 +419%
OL
621
OneFund LLC
Florida
$128K +$495 +7 +0.4%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$115K +$31.5K +446 +34%
SR
623
Swiss Re
Switzerland
$112K +$120K +1,697 New
MIFH
624
Migdal Insurance & Financial Holdings
Israel
$109K +$117K +1,653 New
GBT
625
Grove Bank & Trust
Florida
$101K -$707 -10 -0.6%
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