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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1926
First Foundation Advisors
California
– -$251K -1,080 Closed
GSAM
1927
Grant Street Asset Management
Pennsylvania
– -$248K -1,068 Closed
SAM
1928
Summit Asset Management
Tennessee
– -$248K -1,068 Closed
VA
1929
Valmark Advisers
Ohio
– -$248K -1,068 Closed
EGWAG
1930
Elwood & Goetz Wealth Advisory Group
Georgia
– -$248K -1,066 Closed
BMO
1931
Beck Mack & Oliver
New York
– -$247K -1,063 Closed
APWM
1932
Argonautica Private Wealth Management
Massachusetts
– -$247K -1,062 Closed
PPW
1933
Pasadena Private Wealth
California
– -$246K -1,058 Closed
LPT
1934
Legacy Private Trust
Wisconsin
– -$246K -1,057 Closed
JMFC
1935
J.M. Forbes & Co
Massachusetts
– -$245K -1,055 Closed
BIG
1936
Builder Investment Group
Georgia
– -$245K -1,053 Closed
JSL
1937
JT Stratford LLC
Georgia
– -$245K -1,053 Closed
TCBWMS
1938
Texas Capital Bank Wealth Management Services
Texas
– -$245K -1,052 Closed
ECM
1939
EagleClaw Capital Management
Massachusetts
– -$244K -1,050 Closed
PCH
1940
PGIM Custom Harvest
New Jersey
– -$243K -1,043 Closed
LSIA
1941
LaSalle St. Investment Advisors
Illinois
– -$241K -1,039 Closed
WIM
1942
Warwick Investment Management
Texas
– -$242K -1,039 Closed
LCGC
1943
Legacy Capital Group California
California
– -$241K -1,035 Closed
CAAS
1944
Capital Asset Advisory Services
Michigan
– -$232K -1,034 Closed
WWS
1945
Wellington Wealth Strategies
Indiana
– -$218K -1,019 Closed
TA
1946
TFB Advisors
Kansas
– -$234K -1,007 Closed
CCWM
1947
Cassaday & Co Wealth Management
Virginia
– -$234K -1,006 Closed
FFA
1948
Fortune Financial Advisors
Kansas
– -$234K -1,006 Closed
EIP
1949
Ellis Investment Partners
Pennsylvania
– -$233K -1,004 Closed
TSW
1950
Thompson Siegel & Walmsley
Virginia
– -$233K -1,002 Closed
76 77
78
79 80