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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1901
Physicians Financial Services
North Carolina
– -$251K -3,870 Closed
NAS
1902
Nicolet Advisory Services
Wisconsin
– -$249K -3,836 Closed
BI
1903
Bramshill Investments
Florida
– -$243K -3,733 Closed
LA
1904
LVW Advisors
New York
– -$242K -3,719 Closed
PWS
1905
Private Wealth Strategies
Ohio
– -$237K -3,650 Closed
DMC
1906
Drexel Morgan & Co
Pennsylvania
– -$236K -3,631 Closed
CSIC
1907
Clifford Swan Investment Counsel
California
– -$234K -3,609 Closed
WCM
1908
Washburn Capital Management
Florida
– -$234K -3,605 Closed
GAM
1909
Gould Asset Management
California
– -$234K -3,600 Closed
MWM
1910
Mission Wealth Management
California
– -$232K -3,567 Closed
UBV
1911
United Bank (Virginia)
Virginia
– -$229K -3,530 Closed
RMDI
1912
R.M. Davis Inc
Maine
– -$227K -3,491 Closed
HIS
1913
Harvest Investment Services
Illinois
– -$226K -3,488 Closed
PBO
1914
Peoples Bank (Ohio)
Ohio
– -$224K -3,455 Closed
W
1915
WealthStone
Ohio
– -$224K -3,450 Closed
FSC
1916
Full Sail Capital
Oklahoma
– -$224K -3,410 Closed
MHIC
1917
Marble Harbor Investment Counsel
Massachusetts
– -$221K -3,406 Closed
EWM
1918
Evermay Wealth Management
Virginia
– -$220K -3,385 Closed
CF
1919
Corrigan Financial
Rhode Island
– -$220K -3,383 Closed
MGIA
1920
Moneta Group Investment Advisors
Missouri
– -$217K -3,340 Closed
BMO
1921
Beck Mack & Oliver
New York
– -$213K -3,271 Closed
WTFG
1922
Wells Trecaso Financial Group
Ohio
– -$208K -3,207 Closed
PFA
1923
Pure Financial Advisors
California
– -$208K -3,199 Closed
GDP
1924
Great Diamond Partners
Maine
– -$207K -3,189 Closed
TVAMP
1925
Tennessee Valley Asset Management Partners
Tennessee
– -$205K -3,153 Closed
75 76
77
78 79