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Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
1951
First Citizens Bank & Trust
North Carolina
– -$204K -945 Closed
IP
1952
Investment Partners
Ohio
– -$202K -935 Closed
ZCI
1953
Zevenbergen Capital Investments
Washington
– -$201K -933 Closed
AWM
1954
Affinity Wealth Management
Delaware
– -$205K -815 Closed
MSE
1955
MUFG Securities EMEA
United Kingdom
– -$142K -660 Closed
SCA
1956
Stonebridge Capital Advisors
Minnesota
– -$108K -500 Closed
PWP
1957
Principle Wealth Partners
Connecticut
– -$104K -484 Closed
JPLA
1958
Joseph P. Lucia & Associates
New York
– -$80K -370 Closed
THWM
1959
Taylor Hoffman Wealth Management
Virginia
– -$78K -361 Closed
CFG
1960
Citizens Financial Group
Rhode Island
– -$75K -348 Closed
PA
1961
Perennial Advisors
New York
– -$61K -282 Closed
CWM
1962
Campbell Wealth Management
Virginia
– -$60K -278 Closed
EWP
1963
Engrave Wealth Partners
Texas
– -$58K -270 Closed
AIA
1964
AGF Investments America
Ontario, Canada
– -$52K -243 Closed
FWM
1965
Filbrandt Wealth Management
Wisconsin
– -$45K -209 Closed
BFIM
1966
Beese Fulmer Investment Management
Ohio
– -$36K -168 Closed
FWM
1967
FSA Wealth Management
Massachusetts
– -$24K -110 Closed
DTIM
1968
Danda Trouve Investment Management
Kansas
– -$16K -75 Closed
PIMG
1969
Patriot Investment Management Group
Tennessee
– -$16.2K -75 Closed
CWP
1970
CFM Wealth Partners
Texas
– -$14K -66 Closed
TWP
1971
TFO Wealth Partners
Ohio
– -$12K -55 Closed
BBA
1972
Braun-Bostich & Associates
Pennsylvania
– -$11K -50 Closed
GFPC
1973
Global Financial Private Client
Florida
– -$8.64K -40 Closed
AAIM
1974
Asset Advisors Investment Management
Georgia
– -$8K -38 Closed
MWA
1975
MFA Wealth Advisors
Pennsylvania
– -$6.9K -32 Closed
76 77 78
79
80