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EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
876
Rialto Wealth Management
New York
$868 -$219 -1 -20%
HIA
877
HFM Investment Advisors
New Jersey
$868 +$219 +1 +33%
CA
878
Crewe Advisors
Utah
$868 +$876 +4 New
NSIM
879
North Star Investment Management
Illinois
$868 +$876 +4 New
TPBG
880
Turning Point Benefit Group
Maryland
$867 +$876 +4 New
BFS
881
Bare Financial Services
Pennsylvania
$651 -$3.94K -18 -86%
VWA
882
Valued Wealth Advisors
Utah
$651 – – –
1CP
883
1015 Capital Partners
Pennsylvania
$651 +$657 +3 New
BWM
884
Benson Wealth Management
Tennessee
$651 +$657 +3 New
ACA
885
American Capital Advisory
Idaho
$456 – – –
HFS
886
Hughes Financial Services
Virginia
$434 -$438 -2 -50%
BHWM
887
Beaird Harris Wealth Management
Texas
$434 – – –
RPA
888
Redwood Park Advisors
California
$434 – – –
CFM
889
Cornerstone Financial Management
Massachusetts
$434 +$438 +2 New
TCM
890
Triumph Capital Management
Colorado
$434 +$438 +2 New
Q1WB
891
Quest 10 Wealth Builders
Virginia
$282 – – –
QWM
892
Quaker Wealth Management
New Jersey
$217 -$438 -2 -67%
DCM
893
Davis Capital Management
Florida
$217 – – –
PWAM
894
Private Wealth Asset Management
Iowa
$217 – – –
AIM
895
Arcadia Investment Management
Michigan
$217 +$219 +1 New
LB
896
Legacy Bridge
Iowa
$217 +$219 +1 New
KCM
897
Kensico Capital Management
Connecticut
– -$115M -450,000 Closed
GF
898
Greenhouse Funds
Maryland
– -$77.9M -303,587 Closed
SH
899
Spear Holdings
United Arab Emirates
– -$76.8M -299,200 Closed
ZIG
900
Zurich Insurance Group
Switzerland
– -$36M -140,444 Closed
34 35
36
37 38