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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
2276
Bank of Stockton
California
– -$287K -756 Closed
VR
2277
Viridian RIA
Washington
– -$285K -750 Closed
FAT
2278
First American Trust
California
– -$283K -745 Closed
NCM
2279
Neumann Capital Management
California
– -$278K -730 Closed
UC
2280
Unio Capital
New Jersey
– -$266K -700 Closed
SICM
2281
Sustainable Insight Capital Management
New York
– -$258K -678 Closed
CWM
2282
Centric Wealth Management
Illinois
– -$248K -674 Closed
PCM
2283
Prelude Capital Management
New York
– -$236K -666 Closed
CA
2284
Continuum Advisory
Idaho
– -$242K -644 Closed
PP
2285
PrairieView Partners
Minnesota
– -$244K -642 Closed
TA
2286
Thor Advisors
New York
– -$240K -631 Closed
PP
2287
PDS Planning
Ohio
– -$237K -624 Closed
AIM
2288
Avity Investment Management
Connecticut
– -$236K -620 Closed
VCM
2289
Vivaldi Capital Management
Illinois
– -$235K -617 Closed
FPGK
2290
Financial Partners Group (Kansas)
Kansas
– -$231K -608 Closed
EGA
2291
Eagle Global Advisors
Texas
– -$228K -599 Closed
AAM
2292
Autus Asset Management
Arizona
– -$227K -595 Closed
IHL
2293
Investment House LLC
California
– -$226K -595 Closed
KC
2294
Kingfisher Capital
North Carolina
– -$225K -591 Closed
RWMH
2295
Riverpoint Wealth Management Holdings
Illinois
– -$220K -580 Closed
AIP
2296
Almanack Investment Partners
Pennsylvania
– -$220K -579 Closed
CAG
2297
Csenge Advisory Group
Florida
– -$219K -577 Closed
KTA
2298
Keeley-Teton Advisors
Illinois
– -$219K -576 Closed
MAP
2299
Milestone Advisory Partners
North Carolina
– -$218K -574 Closed
BS
2300
Bessemer Securities
New York
– -$218K -573 Closed
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92
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