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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2201
First American Trust
California
– -$234K -1,214 Closed
AMG
2202
Advisors Management Group
Wisconsin
– -$234K -1,212 Closed
THL
2203
Tillman Hartley LLC
Colorado
– -$233K -1,205 Closed
HAS
2204
Holland Advisory Services
Florida
– -$232K -1,204 Closed
BMM
2205
Berkshire Money Management
Massachusetts
– -$229K -1,188 Closed
Q
2206
QVR
California
– -$228K -1,179 Closed
GF
2207
Gries Financial
Ohio
– -$227K -1,175 Closed
D
2208
Diversified
Delaware
– -$226K -1,171 Closed
SCM
2209
Saxony Capital Management
Missouri
– -$225K -1,166 Closed
HWP
2210
Heritage Wealth Partners
Ohio
– -$302K -1,160 Closed
YIA
2211
YHB Investment Advisors
Connecticut
– -$223K -1,154 Closed
CA
2212
Calton & Associates
Florida
– -$222K -1,151 Closed
AWAG
2213
ARS Wealth Advisors Group
Florida
– -$222K -1,150 Closed
AIA
2214
Allied Investment Advisors
Montana
– -$221K -1,144 Closed
CWM
2215
Chemistry Wealth Management
New York
– -$220K -1,142 Closed
CSA
2216
Cottage Street Advisors
Massachusetts
– -$220K -1,142 Closed
FIM
2217
Fernwood Investment Management
Massachusetts
– -$221K -1,142 Closed
IA
2218
Insight Advisors
Pennsylvania
– -$220K -1,139 Closed
KPPF
2219
Klein Pavlis & Peasley Financial
California
– -$220K -1,139 Closed
FI
2220
FWG Investments
Kentucky
– -$219K -1,137 Closed
CWG
2221
Crown Wealth Group
North Carolina
– -$219K -1,135 Closed
EB
2222
Exchange Bank
California
– -$216K -1,117 Closed
WPW
2223
Warther Private Wealth
Ohio
– -$215K -1,114 Closed
RPWA
2224
Regent Peak Wealth Advisors
Georgia
– -$213K -1,106 Closed
CFSG
2225
Clark Financial Services Group
Missouri
– -$213K -1,104 Closed
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