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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2626
PUREfi Wealth
Massachusetts
– -$620K -1,758 Closed
SAM
2627
Simplify Asset Management
Nevada
– -$606K -1,717 Closed
BAM
2628
Blueshift Asset Management
New Jersey
– -$599K -1,698 Closed
SFFS
2629
Stonehage Fleming Financial Services
Jersey
– -$583K -1,654 Closed
RGF
2630
Retirement Guys Formula
Ohio
– -$566K -1,605 Closed
NC
2631
NovaPoint Capital
Georgia
– -$555K -1,574 Closed
CPW
2632
Crestmont Private Wealth
Texas
– -$527K -1,495 Closed
HTHT
2633
Hemenway Trust Hemenway Trust
New Hampshire
– -$515K -1,460 Closed
BCB
2634
Brian C. Broderick
– -$488K -1,383 Closed
SC
2635
Summa Corp
Texas
– -$452K -1,280 Closed
BFC
2636
Bedel Financial Consulting
Indiana
– -$427K -1,212 Closed
CIC
2637
Chilton Investment Company
Connecticut
– -$415K -1,177 Closed
KAS
2638
KPP Advisory Services
Kentucky
– -$415K -1,177 Closed
BIA
2639
Bigelow Investment Advisors
Maine
– -$411K -1,164 Closed
BWM
2640
Bulltick Wealth Management
Florida
– -$407K -1,154 Closed
EFA
2641
Evernest Financial Advisors
Indiana
– -$406K -1,152 Closed
DIM
2642
DC Investments Management
Virginia
– -$401K -1,138 Closed
WHG
2643
Westwood Holdings Group
Texas
– -$396K -1,124 Closed
SAM
2644
Stansberry Asset Management
Texas
– -$392K -1,110 Closed
PCM
2645
Perritt Capital Management
Illinois
– -$389K -1,102 Closed
EC
2646
EntryPoint Capital
New York
– -$386K -1,093 Closed
MSS
2647
Mitchell Sinkler & Starr
Pennsylvania
– -$365K -1,036 Closed
WPP
2648
Whalerock Point Partners
Rhode Island
– -$365K -1,036 Closed
WEG
2649
World Equity Group
Illinois
– -$357K -1,013 Closed
BB
2650
Berkshire Bank
Massachusetts
– -$334K -948 Closed
104 105
106
107 108