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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1926
PAX Financial Group
Texas
– -$570K -9,650 Closed
MJP
1927
Michael J. Puzo
– -$569K -9,635 Closed
PCP
1928
Pacific Capital Partners
– -$559K -9,471 Closed
VF
1929
Virtu Financial
New York
– -$548K -9,280 Closed
PMA
1930
Prudent Man Advisors
Illinois
– -$530K -8,982 Closed
WCM
1931
Weaver Capital Management
Georgia
– -$513K -8,689 Closed
BFC
1932
Blue Fin Capital
Rhode Island
– -$513K -8,684 Closed
SAM
1933
Strategy Asset Managers
California
– -$597K -8,640 Closed
DW30
1934
Drucker Wealth 3.0
New Jersey
– -$502K -8,506 Closed
MC
1935
Matisse Capital
Oregon
– -$496K -8,391 Closed
LSPW
1936
Lake Street Private Wealth
Illinois
– -$467K -7,908 Closed
OWA
1937
Outlook Wealth Advisors
Texas
– -$466K -7,884 Closed
SP
1938
Symmetry Partners
Connecticut
– -$460K -7,795 Closed
WAL
1939
W Advisors LLC
Tennessee
– -$450K -7,622 Closed
CG
1940
Clifford Group
Massachusetts
– -$445K -7,527 Closed
CRWM
1941
Castle Rock Wealth Management
California
– -$419K -7,212 Closed
CAS
1942
CTC Alternative Strategies
Illinois
– -$420K -7,109 Closed
MWM
1943
Modern Wealth Management
Kansas
– -$408K -6,915 Closed
SWK
1944
Stephen W. Kidder
– -$382K -6,465 Closed
GCIM
1945
Gunn & Company Investment Management
Florida
– -$374K -6,337 Closed
TCPW
1946
Twin City Private Wealth
North Carolina
– -$373K -6,312 Closed
SJL
1947
Shayne & Jacobs LLC
Tennessee
– -$362K -6,122 Closed
BMCM
1948
Burns Matteson Capital Management
New York
– -$358K -6,067 Closed
SFP
1949
Shepherd Financial Partners
Massachusetts
– -$352K -5,966 Closed
DBRC
1950
D.B. Root & Company
Pennsylvania
– -$349K -5,910 Closed
76 77
78
79 80