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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Crowley Wealth Management
Delaware
– -$9.39K -140 Closed
HHGA
1952
Halbert Hargrove Global Advisors
California
– -$8.38K -125 Closed
NCM
1953
Northwest Capital Management
Oregon
– -$8.31K -124 Closed
IRAG
1954
Investment Research & Advisory Group
Georgia
– -$8.79K -120 Closed
FLFS
1955
Family Legacy Financial Solutions
North Carolina
– -$7.91K -118 Closed
KHC
1956
Koesten Hirschmann & Crabtree
Kansas
– -$7.42K -111 Closed
GFWA
1957
Grey Fox Wealth Advisors
Delaware
– -$6.44K -96 Closed
FGAM
1958
Financial Gravity Asset Management
Texas
– -$6.17K -92 Closed
TCA
1959
Trifecta Capital Advisors
Illinois
– -$5.57K -83 Closed
SIP
1960
Sellwood Investment Partners
Oregon
– -$3.22K -48 Closed
CT
1961
Clearstead Trust
Maine
– -$1.88K -28 Closed
BFS
1962
Bare Financial Services
Pennsylvania
– -$1.48K -22 Closed
PIS
1963
POM Investment Strategies
North Carolina
– -$1.01K -15 Closed
MWPCG
1964
Measured Wealth Private Client Group
New Hampshire
– -$939 -14 Closed
SJIM
1965
St. Johns Investment Management
Florida
– -$738 -11 Closed
PCTC
1966
Perkins Coie Trust Company
Washington
– -$670 -10 Closed
BIM
1967
Breakwater Investment Management
Washington
– -$403 -6 Closed
CIAM
1968
Caitong International Asset Management
Hong Kong
– -$201 -3 Closed
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