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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1751
Cornerstone Advisory
Maryland
– -$97K -377 Closed
EBA
1752
Eagle Bay Advisors
New York
– -$91K -350 Closed
BC
1753
Barnett & Company
Tennessee
– -$78K -300 Closed
SFM
1754
Signet Financial Management
New Jersey
– -$72K -279 Closed
VCM
1755
Vigilant Capital Management
Maine
– -$64K -246 Closed
AWA
1756
Amplius Wealth Advisors
Pennsylvania
– -$62K -243 Closed
HFM
1757
Harvest Fund Management
China
– -$62K -242 Closed
CA
1758
Capitolis Advisors
New York
– -$56K -216 Closed
WFS
1759
Widmann Financial Services
Maryland
– -$54K -209 Closed
WWMSC
1760
Wagner Wealth Management (South Carolina)
South Carolina
– -$47K -182 Closed
CSWM
1761
Cassady Schiller Wealth Management
Ohio
– -$16K -64 Closed
IAG
1762
Investmark Advisory Group
Connecticut
– -$15K -60 Closed
RCG
1763
Rock Creek Group
District of Columbia
– -$16K -60 Closed
MCM
1764
Magnolia Capital Management
New York
– -$14K -55 Closed
RDFA
1765
Ritter Daniher Financial Advisory
Ohio
– -$12K -45 Closed
OA
1766
Operose Advisors
Wisconsin
– -$10.3K -44 Closed
ARIS
1767
Advanced Research Investment Solutions
California
– -$10K -40 Closed
UOTTAIMCU
1768
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$10K -40 Closed
CFCI
1769
Comprehensive Financial Consultants Institutional
Indiana
– -$4K -20 Closed
TC
1770
TAP Consulting
Missouri
– -$4K -14 Closed
CCM
1771
Chilton Capital Management
Texas
– -$3K -10 Closed
LWA
1772
Lenox Wealth Advisors
New York
– -$235 -1 -50%
WA
1773
WestEnd Advisors
North Carolina
– -$258 -1 Closed
GA
1774
GoalVest Advisory
New York
– +$235 +1 New
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