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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
3176
Buffington Mohr McNeal
Idaho
– -$215K -642 Closed
SFA
3177
Seneca Financial Advisors
New York
– -$215K -642 Closed
NCM
3178
NCM Capital Management
New Jersey
– -$214K -641 Closed
TA
3179
Townsend & Associates
Colorado
– -$209K -639 Closed
HG
3180
Harbor Group
New Hampshire
– -$212K -633 Closed
SGK
3181
Steigerwald Gordon & Koch
Virginia
– -$212K -633 Closed
C1AG
3182
Client 1st Advisory Group
Florida
– -$211K -631 Closed
WN
3183
Williams & Novak
California
– -$210K -627 Closed
FAN
3184
Financial Advisors Network
California
– -$209K -626 Closed
WMWM
3185
Whitaker-Myers Wealth Managers
Ohio
– -$209K -626 Closed
VAM
3186
Vienna Asset Management
California
– -$209K -625 Closed
BFA
3187
Bill Few Associates
Pennsylvania
– -$209K -624 Closed
LSA
3188
Lion Street Advisors
Texas
– -$209K -624 Closed
ORC
3189
O'Rourke & Company
Massachusetts
– -$208K -623 Closed
HIM
3190
Hanlon Investment Management
New Jersey
– -$207K -619 Closed
NIA
3191
NBZ Investment Advisors
Tennessee
– -$207K -619 Closed
AIA
3192
Accelerate Investment Advisors
California
– -$206K -618 Closed
W
3193
Wealthquest
Ohio
– -$207K -618 Closed
FC
3194
Financial Council
Maryland
– -$206K -616 Closed
LFS
3195
Legacy Financial Strategies
Kansas
– -$204K -616 Closed
3F
3196
360 Financial
Minnesota
– -$206K -615 Closed
TBWA
3197
Three Bridge Wealth Advisors
California
– -$205K -611 Closed
4WM
3198
49 Wealth Management
Texas
– -$204K -610 Closed
CS
3199
Capital Square
Tennessee
– -$204K -610 Closed
PAA
3200
Peregrine Asset Advisers
Oregon
– -$204K -609 Closed
126 127
128
129 130