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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Aevitas Wealth Management
Massachusetts
– -$55K -305 Closed
CHP
1602
Cable Hill Partners
Oregon
– -$47K -256 Closed
AF
1603
Arrow Financial
New York
– -$46K -250 Closed
SMFG
1604
Sumitomo Mitsui Financial Group
Japan
– -$42K -235 Closed
SPL
1605
Smart Portfolios LLC
Washington
– -$36K -200 Closed
FC
1606
Ferris Capital
Massachusetts
– -$32K -175 Closed
KL
1607
KWMG LLC
Kansas
– -$24K -132 Closed
HCA
1608
Horan Capital Advisors
Ohio
– -$18K -100 Closed
PCMK
1609
Paragon Capital Management (Kansas)
Kansas
– -$18K -100 Closed
LFA
1610
Legacy Financial Advisors
Kentucky
– -$15K -83 Closed
LC
1611
Lavaca Capital
Texas
– -$15K -82 Closed
SAM
1612
Strategy Asset Managers
California
– -$14K -75 Closed
NWM
1613
Northwest Wealth Management
Iowa
– -$10K -55 Closed
CYG
1614
Clean Yield Group
Vermont
– -$9K -50 Closed
NCM
1615
Northstar Capital Management
New York
– -$7K -40 Closed
CB
1616
Community Bank
New York
– -$6K -34 Closed
LGWM
1617
Litman Gregory Wealth Management
California
– -$5K -27 Closed
BWA
1618
Burt Wealth Advisors
Maryland
– -$3K -16 Closed
OWA
1619
One Wealth Advisors
California
– -$2K -10 Closed
PCA
1620
Providence Capital Advisors
North Carolina
– -$1K -8 Closed
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