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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1051
Charter Oak Capital Management
New Hampshire
– -$82K -2,880 Closed
PFGIA
1052
Patriot Financial Group Insurance Agency
Massachusetts
– -$74K -2,622 Closed
SFG
1053
Steward Financial Group
Texas
– -$43K -1,521 Closed
CCM
1054
Chilton Capital Management
Texas
– -$34K -1,197 Closed
CWP
1055
Concord Wealth Partners
Virginia
– -$31K -1,082 Closed
FRA
1056
Front Row Advisors
California
– -$25K -865 Closed
MCM
1057
MV Capital Management
Maryland
– -$23K -810 Closed
FCG
1058
Financial Connections Group
California
– -$21K -752 Closed
LSA
1059
Lansing Street Advisors
Pennsylvania
– -$15K -544 Closed
BBPWM
1060
Blue Bell Private Wealth Management
Pennsylvania
– -$14K -500 Closed
VCM
1061
Versant Capital Management
Arizona
– -$13K -450 Closed
JFGIW
1062
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$12K -406 Closed
HFS
1063
Heritage Financial Services
Massachusetts
– -$11K -403 Closed
VRM
1064
Vectors Research Management
New York
– -$11K -402 Closed
CJL
1065
Cyrus J. Lawrence
New York
– -$11K -400 Closed
GLLW
1066
Graves Light Lenhart Wealth
Virginia
– -$9K -327 Closed
CWM
1067
Curi Wealth Management
North Carolina
– -$9K -300 Closed
MFC
1068
Mechanics Financial Corp
Ohio
– -$9K -300 Closed
TWP
1069
TFO Wealth Partners
Ohio
– -$8K -265 Closed
BCM
1070
Blume Capital Management
California
– -$7K -243 Closed
FMB
1071
Field & Main Bank
Kentucky
– -$4K -140 Closed
FBC
1072
Fairfield, Bush & Co
Connecticut
– -$4K -125 Closed
FA
1073
Fortis Advisors
Pennsylvania
– -$3K -100 Closed
RIM
1074
Rockbridge Investment Management
New York
– -$2.13K -75 Closed
AFG
1075
Albion Financial Group
Utah
– -$1K -45 Closed
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