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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1901
Monument Capital Management
Virginia
– -$265K -289 Closed
MA
1902
MONECO Advisors
Connecticut
– -$232K -287 Closed
SFG
1903
SevenBridge Financial Group
Pennsylvania
– -$261K -286 Closed
CNB
1904
Camden National Bank
Maine
– -$257K -281 Closed
WA
1905
WBH Advisory
Maryland
– -$253K -276 Closed
CA
1906
Calton & Associates
Florida
– -$249K -272 Closed
FIA
1907
Foundations Investment Advisors
Arizona
– -$240K -271 Closed
FHB
1908
First Hawaiian Bank
Hawaii
– -$246K -269 Closed
IFG
1909
Investors Financial Group
Minnesota
– -$243K -265 Closed
AL
1910
Aspiriant LLC
California
– -$242K -264 Closed
VWM
1911
Vigilare Wealth Management
Arizona
– -$241K -263 Closed
SAA
1912
Southeast Asset Advisors
Georgia
– -$238K -260 Closed
WA
1913
Waverly Advisors
Alabama
– -$200K -259 Closed
DW
1914
Domani Wealth
Pennsylvania
– -$236K -258 Closed
LRIA
1915
Leonard Rickey Investment Advisors
Washington
– -$235K -257 Closed
CWM
1916
Centric Wealth Management
Illinois
– -$234K -256 Closed
HCM
1917
Howland Capital Management
Massachusetts
– -$234K -256 Closed
WPW
1918
Warther Private Wealth
Ohio
– -$233K -256 Closed
KCM
1919
KRS Capital Management
Michigan
– -$233K -254 Closed
RIL
1920
Rothschild Investment LLC
Illinois
– -$233K -254 Closed
GAG
1921
GM Advisory Group
New York
– -$223K -244 Closed
OFA
1922
Oak Family Advisors
Illinois
– -$223K -244 Closed
FPCP
1923
Fort Point Capital Partners
California
– -$221K -241 Closed
WA
1924
Wealth Architects
California
– -$220K -240 Closed
FUBT
1925
First United Bank & Trust
Maryland
– -$218K -238 Closed
75 76
77
78 79