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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1001
Capital Investment Advisors
Georgia
– -$259K -4,521 Closed
BRWA
1002
B. Riley Wealth Advisors
Florida
– -$259K -4,516 Closed
FCI
1003
Financial Counselors Inc
Kansas
– -$257K -4,487 Closed
TFA
1004
Tranquilli Financial Advisor
New Jersey
– -$253K -4,411 Closed
RFC
1005
Regions Financial Corp
Alabama
– -$252K -4,404 Closed
CM
1006
Columbus Macro
Pennsylvania
– -$247K -4,309 Closed
AIA
1007
Affinity Investment Advisors
California
– -$245K -4,279 Closed
WR
1008
WD Rutherford
Oregon
– -$244K -4,269 Closed
CCFCSB
1009
Cape Cod Five Cents Savings Bank
Massachusetts
– -$243K -4,250 Closed
RWA
1010
River Wealth Advisors
Pennsylvania
– -$235K -4,115 Closed
BL
1011
Balentine LLC
Georgia
– -$233K -4,077 Closed
SP
1012
Successful Portfolios
Florida
– -$233K -4,070 Closed
GG
1013
Gofen & Glossberg
Illinois
– -$232K -4,050 Closed
PCA
1014
Peddock Capital Advisors
Massachusetts
– -$230K -4,015 Closed
TBA
1015
Tower Bridge Advisors
Pennsylvania
– -$229K -4,000 Closed
PM
1016
Parametrica Management
Hong Kong
– -$228K -3,984 Closed
MBTD
1017
Mechanics Bank - Trust Department
California
– -$228K -3,980 Closed
KWM
1018
Kingsview Wealth Management
Oregon
– -$226K -3,947 Closed
CC
1019
Chicago Capital
Illinois
– -$226K -3,940 Closed
LCM
1020
Linker Capital Management
Kentucky
– -$223K -3,890 Closed
ZCA
1021
Zeke Capital Advisors
Pennsylvania
– -$221K -3,854 Closed
DA
1022
DCM Advisors
New York
– -$220K -3,842 Closed
CAG
1023
Csenge Advisory Group
Florida
– -$219K -3,825 Closed
EH
1024
Equitable Holdings
New York
– -$218K -3,815 Closed
MWM
1025
Mission Wealth Management
California
– -$218K -3,805 Closed
39 40
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