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CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
651
Pinnacle Wealth Planning Services
Ohio
– -$215K -3,655 Closed
DIA
652
Dana Investment Advisors
Wisconsin
– -$213K -3,624 Closed
ACIM
653
Azimuth Capital Investment Management
Michigan
– -$213K -3,622 Closed
SWP
654
Stratos Wealth Partners
Ohio
– -$212K -3,612 Closed
MIM
655
Morningstar Investment Management
Illinois
– -$211K -3,591 Closed
SSWM
656
Strait & Sound Wealth Management
California
– -$211K -3,589 Closed
PCM
657
Pointe Capital Management
Michigan
– -$207K -3,515 Closed
CI
658
Cigna Investments
Connecticut
– -$204K -3,482 Closed
FSC
659
Full Sail Capital
Oklahoma
– -$202K -3,445 Closed
CGL
660
Clarius Group LLC
Washington
– -$200K -3,411 Closed
HNWA
661
Henrickson Nauta Wealth Advisors
Michigan
– -$200K -3,406 Closed
BCP
662
Blue Chip Partners
Michigan
– -$105K -1,796 Closed
AP
663
Arlington Partners
Alabama
– -$70.9K -1,206 Closed
FA
664
Fiduciary Alliance
South Carolina
– -$70.2K -1,195 Closed
HIA
665
Harbor Investment Advisory
Maryland
– -$67K -1,140 Closed
DGAM
666
Desjardins Global Asset Management
Quebec, Canada
– -$56K -954 Closed
CFO
667
CVA Family Office
Colorado
– -$48.2K -820 Closed
VWM
668
Valley Wealth Managers
New Jersey
– -$29.4K -500 Closed
PI
669
PineBridge Investments
New York
– -$29.3K -499 Closed
SSG
670
Summit Securities Group
New York
– -$22K -381 Closed
TFP
671
Tilia Fiduciary Partners
North Carolina
– -$19.7K -335 Closed
IGWM
672
ICA Group Wealth Management
Colorado
– -$15.3K -261 Closed
SF
673
Safeguard Financial
Wisconsin
– -$13K -230 Closed
TFA
674
Toth Financial Advisory
Virginia
– -$8.7K -148 Closed
CT
675
Cambridge Trust
Massachusetts
– -$5.88K -100 Closed
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