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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1676
Alpha Omega Wealth Management
Virginia
– -$214K -2,665 Closed
EWM
1677
EPG Wealth Management
Georgia
– -$213K -2,654 Closed
MAA
1678
Matrix Asset Advisors
New York
– -$212K -2,650 Closed
HCC
1679
Hirtle Callaghan & Co
Pennsylvania
– -$211K -2,629 Closed
HVIA
1680
Hudson Valley Investment Advisors
New York
– -$209K -2,613 Closed
CWP
1681
Concord Wealth Partners
Virginia
– -$209K -2,609 Closed
SSA
1682
South Street Advisors
New York
– -$208K -2,600 Closed
MU
1683
Mirova US
Massachusetts
– -$207K -2,592 Closed
SFA
1684
Source Financial Advisors
New York
– -$207K -2,581 Closed
EM
1685
Excalibur Management
Massachusetts
– -$205K -2,560 Closed
AWA
1686
Arkadios Wealth Advisors
Georgia
– -$205K -2,556 Closed
SWA
1687
Sax Wealth Advisors
New Jersey
– -$205K -2,552 Closed
IA
1688
Integrity Advisory
Kansas
– -$204K -2,549 Closed
MC
1689
Montag & Caldwell
Georgia
– -$204K -2,548 Closed
IGWM
1690
ICA Group Wealth Management
Colorado
– -$211K -2,539 Closed
WAG
1691
Winthrop Advisory Group
Massachusetts
– -$203K -2,535 Closed
ACP
1692
Aviance Capital Partners
Florida
– -$203K -2,530 Closed
CCM
1693
Carlson Capital Management
Minnesota
– -$202K -2,517 Closed
OWA
1694
Opal Wealth Advisors
New York
– -$201K -2,504 Closed
IC
1695
Inscription Capital
Texas
– -$200K -2,500 Closed
SCA
1696
STALEY CAPITAL ADVISERS
Pennsylvania
– -$200K -2,500 Closed
NFC
1697
Northeast Financial Consultants
Connecticut
– -$200K -2,498 Closed
SPWM
1698
Spartan Planning & Wealth Management
North Carolina
– -$165K -2,105 -100%
HFS
1699
Heritage Financial Services
Massachusetts
– -$167K -2,096 Closed
SWM
1700
Scissortail Wealth Management
Oklahoma
– -$167K -1,962 Closed
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68
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