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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2076
Legacy Financial Advisors
Kentucky
– -$368K -1,130 Closed
RW
2077
REDW Wealth
New Mexico
– -$367K -1,126 Closed
NFG
2078
NewFocus Financial Group
Washington
– -$366K -1,122 Closed
AA
2079
Aufman Associates
Pennsylvania
– -$365K -1,119 Closed
DTC
2080
Davidson Trust Company
Washington
– -$363K -1,116 Closed
LP
2081
LMR Partners
United Kingdom
– -$363K -1,115 Closed
UWM
2082
USAdvisors Wealth Management
Minnesota
– -$362K -1,110 Closed
P
2083
&Partners
Tennessee
– -$360K -1,106 Closed
BOPW
2084
Brandywine Oak Private Wealth
Pennsylvania
– -$360K -1,105 Closed
NJBEST
2085
New Jersey Better Educational Savings Trust
New Jersey
– -$358K -1,100 Closed
PCM
2086
Palisade Capital Management
New Jersey
– -$358K -1,100 Closed
AIA
2087
Allied Investment Advisors
Montana
– -$356K -1,093 Closed
PIA
2088
Pinion Investment Advisors
Kansas
– -$355K -1,090 Closed
IP
2089
Isthmus Partners
Wisconsin
– -$353K -1,083 Closed
KP
2090
Keel Point
Alabama
– -$353K -1,083 Closed
CCM
2091
Cohen Capital Management
California
– -$352K -1,080 Closed
CIP
2092
Cornerstone Investment Partners
Georgia
– -$352K -1,080 Closed
AL
2093
Aspiriant LLC
California
– -$349K -1,072 Closed
CA
2094
Claro Advisors
Massachusetts
– -$349K -1,071 Closed
CWM
2095
Circle Wealth Management
New Jersey
– -$349K -1,070 Closed
SCM
2096
Sterneck Capital Management
Missouri
– -$349K -1,070 Closed
PHS
2097
Pekin Hardy Strauss
Illinois
– -$347K -1,065 Closed
OAM
2098
Occidental Asset Management
California
– -$346K -1,061 Closed
LRIA
2099
Leonard Rickey Investment Advisors
Washington
– -$345K -1,059 Closed
MCIA
2100
Mountain Capital Investment Advisors
Colorado
– -$350K -1,056 Closed
82 83
84
85 86