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CVNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
601
CX Institutional
Indiana
$224K +$157K +2,214 +185%
IWC
602
Integrated Wealth Concepts
Massachusetts
$221K +$9.83K +139 +4%
SW
603
Simplicity Wealth
New Jersey
$219K +$236K +3,333 New
LA
604
Lifeworks Advisors
Michigan
$219K -$2.26K -32 -1%
HFS
605
Hantz Financial Services
Michigan
$217K +$42.5K +601 +22%
HNB
606
Huntington National Bank
Ohio
$216K +$72.9K +1,031 +46%
CFG
607
Citizens Financial Group
Rhode Island
$216K +$232K +3,277 New
AWM
608
Adams Wealth Management
Utah
$216K – – –
CI
609
CacheTech Inc
Utah
$216K – – –
PWM
610
Perigon Wealth Management
California
$214K +$230K +3,254 New
SAI
611
Savvy Advisors Inc
New York
$212K +$227K +3,216 New
CAG
612
Crestwood Advisors Group
Massachusetts
$209K +$224K +3,174 New
YC
613
Yarbrough Capital
Tennessee
$208K +$224K +3,165 New
AWP
614
Avid Wealth Partners
Texas
$206K +$221K +3,123 New
FIA
615
Foundations Investment Advisors
Arizona
$204K +$220K +3,107 New
AC
616
AlphaCore Capital
California
$201K -$35.2K -498 -14%
CFB
617
Cullen/Frost Bankers
Texas
$199K +$3.47K +49 +2%
UB
618
UMB Bank
Missouri
$199K +$3.04K +43 +1%
VCM
619
Versant Capital Management
Arizona
$163K +$25.1K +355 +17%
PWPS
620
Pinnacle Wealth Planning Services
Ohio
$144K +$6.22K +88 +4%
SEP
621
Signature Equity Partners
Ohio
$144K -$21.4K -302 -12%
ITG
622
Index Technologies Group
New York
$140K +$151K +2,130 New
SPIA
623
Steward Partners Investment Advisory
New York
$139K -$54.6K -772 -27%
CM
624
Capula Management
Cayman Islands
$138K +$120K +1,695 +419%
OL
625
OneFund LLC
Florida
$128K +$495 +7 +0.4%
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25
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