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Cisco
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2551
Legacy Wealth Planning
Nevada
– -$226K -4,854 Closed
UTC
2552
Unified Trust Company
Kentucky
– -$224K -4,822 Closed
RHP
2553
Royal Harbor Partners
Texas
– -$223K -4,775 Closed
TAM
2554
Taurus Asset Management
New York
– -$222K -4,761 Closed
MCM
2555
Marathon Capital Management
Maryland
– -$222K -4,755 Closed
MC
2556
Middleton & Co
Massachusetts
– -$219K -4,698 Closed
VWM
2557
Vigilare Wealth Management
Arizona
– -$219K -4,691 Closed
PFA
2558
Pure Financial Advisors
California
– -$219K -4,690 Closed
LC
2559
Lincoln Capital
Nebraska
– -$218K -4,665 Closed
OA
2560
Oxbow Advisors
Texas
– -$217K -4,663 Closed
KJHP
2561
K.J. Harrison & Partners
Ontario, Canada
– -$217K -4,650 Closed
SSW
2562
Smith Shellnut Wilson
Mississippi
– -$216K -4,638 Closed
TA
2563
Trellis Advisors
Washington
– -$215K -4,626 Closed
IA
2564
Independence Advisors
Pennsylvania
– -$215K -4,611 Closed
ACP
2565
Aviance Capital Partners
Florida
– -$215K -4,602 Closed
W
2566
Wealthquest
Ohio
– -$214K -4,599 Closed
SHJ
2567
Sharkey, Howes & Javer
Colorado
– -$213K -4,568 Closed
AP
2568
Adero Partners
California
– -$212K -4,549 Closed
ACM
2569
Aljian Capital Management
Nevada
– -$212K -4,535 Closed
PAG
2570
Pinnacle Advisory Group
Maryland
– -$211K -4,518 Closed
FWCM
2571
First Western Capital Management
California
– -$211K -4,516 Closed
AC
2572
Apella Capital
Connecticut
– -$210K -4,496 Closed
ECM
2573
Element Capital Management
New York
– -$206K -4,413 Closed
CSA
2574
Cottage Street Advisors
Massachusetts
– -$205K -4,392 Closed
DC
2575
Defender Capital
North Carolina
– -$205K -4,387 Closed
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103
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