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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1501
Windsor Wealth Management
Indiana
– -$250K -1,039 Closed
BC
1502
Burleson & Co
California
– -$233K -1,031 Closed
KCM
1503
Kanawha Capital Management
Virginia
– -$248K -1,030 Closed
BCWM
1504
Blue Chip Wealth Management
Florida
– -$247K -1,026 Closed
CAI
1505
Capital Advisors Inc
Oklahoma
– -$245K -1,019 Closed
RM
1506
Resource Management
Louisiana
– -$242K -1,004 Closed
CP
1507
Cumberland Partners
Ontario, Canada
– -$241K -1,000 Closed
OA
1508
Oxbow Advisors
Texas
– -$240K -998 Closed
AFP
1509
Ausdal Financial Partners
Iowa
– -$240K -997 Closed
GW
1510
GW & Wade
Massachusetts
– -$239K -991 Closed
BB
1511
Bell Bank
North Dakota
– -$238K -990 Closed
WGCA
1512
Wolf Group Capital Advisors
Virginia
– -$237K -986 Closed
FCIM
1513
Fairview Capital Investment Management
California
– -$233K -966 Closed
WPW
1514
Waldron Private Wealth
Pennsylvania
– -$232K -964 Closed
FFA
1515
First Foundation Advisors
California
– -$232K -963 Closed
CCM
1516
Coldstream Capital Management
Washington
– -$231K -957 Closed
RWMH
1517
Riverpoint Wealth Management Holdings
Illinois
– -$229K -955 Closed
BWM
1518
Buckley Wealth Management
Nevada
– -$229K -950 Closed
CSIC
1519
Clifford Swan Investment Counsel
California
– -$229K -950 Closed
JIC
1520
Joel Isaacson & Co
New York
– -$229K -950 Closed
KF
1521
Krilogy Financial
Missouri
– -$229K -950 Closed
PAA
1522
Peregrine Asset Advisers
Oregon
– -$226K -940 Closed
CL
1523
Choreo LLC
Illinois
– -$227K -939 Closed
RMDI
1524
R.M. Davis Inc
Maine
– -$226K -937 Closed
FFBTD
1525
First Financial Bank - Trust Division
Ohio
– -$225K -932 Closed
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