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Trex
TREX

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
451
Cedar Mountain Advisors
Oregon
$10K – – –
AFS
452
Annapolis Financial Services
Maryland
$6K – – –
KIG
453
Kessler Investment Group
Indiana
$6K – – –
TFM
454
TFC Financial Management
Massachusetts
$6K +$2.52K +25 +81%
RCA
455
Ranch Capital Advisors
Florida
$6K +$6.06K +60 New
WPA
456
West Paces Advisors
Georgia
$5.42K +$5.35K +53 New
S
457
SignatureFD
Georgia
$5K +$2.73K +27 +142%
TWA
458
TCI Wealth Advisors
Arizona
$4K -$12.7K -126 -74%
JWM
459
Janiczek Wealth Management
Colorado
$4K -$2.02K -20 -31%
CWP
460
Concord Wealth Partners
Virginia
$4K – – –
PMFA
461
Plante Moran Financial Advisors
Michigan
$4K +$3.53K +35 New
JCM
462
Jacobi Capital Management
Pennsylvania
$3K – – –
VCM
463
Versant Capital Management
Arizona
$3K – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$3K +$2.63K +26 New
CFO
465
CVA Family Office
Colorado
$3K +$3.03K +30 New
MAM
466
Meeder Asset Management
Ohio
$2K -$202 -2 -8%
FHC
467
First Horizon Corporation
Tennessee
$2K – – –
IFAM
468
Institutional & Family Asset Management
Colorado
$2K – – –
NFSG
469
Newbridge Financial Services Group
Florida
$2K – – –
RIM
470
Ranger Investment Management
Texas
$2K – – –
TCWA
471
Ten Capital Wealth Advisors
Washington
$2K +$1.92K +19 New
LF
472
Lee Financial
Texas
$2K +$2.42K +24 New
CA
473
Clearstead Advisors
Ohio
$1K – – –
EFSCE
474
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
DFCM
475
Dark Forest Capital Management
Puerto Rico
$1K +$1.01K +10 New
17 18
19
20 21