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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
701
Capital Bank & Trust
California
– -$6K -57 Closed
HGWM
702
Harvest Group Wealth Management
Massachusetts
– -$4.24K -49 -88%
UFF
703
USA Financial Formulas
Michigan
– -$5K -46 Closed
RMAM
704
Raab & Moskowitz Asset Management
New Jersey
– -$4K -44 Closed
CA
705
Crewe Advisors
Utah
– -$3K -32 Closed
JAM
706
JCIC Asset Management
Ontario, Canada
– -$3K -31 Closed
TFA
707
Tobias Financial Advisors
Florida
– -$3K -31 Closed
TFS
708
TrustCore Financial Services
Tennessee
– -$2.6K -30 -91%
CCM
709
Covington Capital Management
California
– -$3K -25 Closed
EWA
710
Evolution Wealth Advisors
Florida
– -$2K -22 Closed
KOCAA
711
Knights of Columbus Asset Advisors
Connecticut
– -$2K -22 Closed
WCM
712
Wealthcare Capital Management
Virginia
– -$2K -17 Closed
NIM
713
NuWave Investment Management
New Jersey
– -$2K -16 Closed
RA
714
Rational Advisors
New York
– -$2K -16 Closed
PW
715
Price Wealth
Texas
– -$1K -12 Closed
LFA
716
Lighthouse Financial Advisors
Maryland
– -$1K -10 Closed
FPFS
717
First Personal Financial Services
North Carolina
– -$1K -8 Closed
PWP
718
Personal Wealth Partners
Minnesota
– -$1K -6 Closed
BFC
719
Bedel Financial Consulting
Indiana
– +$173 +2 New
PFO
720
Pathstone Family Office
New Jersey
– +$433 +5 New
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