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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2051
Douglass Winthrop Advisors
New York
– -$235K -661 Closed
WJA
2052
Willis Johnson & Associates
Texas
– -$233K -655 Closed
LWPC
2053
Legacy Wealth Partners (Colorado)
Colorado
– -$232K -651 Closed
AFG
2054
ABLE Financial Group
Arizona
– -$232K -650 Closed
PGWM
2055
Pitti Group Wealth Management
New York
– -$227K -638 Closed
NFC
2056
Northstar Financial Companies
Pennsylvania
– -$227K -637 Closed
FDDB
2057
Fidelity D&D Bancorp
Pennsylvania
– -$227K -636 Closed
AAG
2058
Asset Advisory Group
New Jersey
– -$226K -634 Closed
DE
2059
Diversified Enterprises
Delaware
– -$225K -632 Closed
UBG
2060
United Bank (Georgia)
Georgia
– -$223K -627 Closed
PTP
2061
Platform Technology Partners
New York
– -$223K -626 Closed
HCMG
2062
Howard Capital Management Group
California
– -$223K -625 Closed
SWP
2063
Summit Wealth Partners
Florida
– -$223K -625 Closed
SSC
2064
Syverson Strege & Co
Iowa
– -$223K -625 Closed
HWP
2065
Hibernia Wealth Partners
Louisiana
– -$222K -624 Closed
MAG
2066
M3 Advisory Group
Massachusetts
– -$222K -623 Closed
VCP
2067
Verus Capital Partners
Arizona
– -$220K -618 Closed
GCM
2068
Gibraltar Capital Management
Oklahoma
– -$220K -617 Closed
JCM
2069
Jacobsen Capital Management
Utah
– -$220K -617 Closed
EWM
2070
Evercore Wealth Management
New York
– -$219K -616 Closed
AWA
2071
Asempa Wealth Advisors
Louisiana
– -$221K -615 Closed
BI
2072
Beckerman Institutional
New Jersey
– -$219K -615 Closed
TCM
2073
Towercrest Capital Management
Pennsylvania
– -$218K -611 Closed
DDPIC
2074
Deroy & Devereaux Private Investment Counsel
Michigan
– -$217K -610 Closed
VAF
2075
Values Added Financial
District of Columbia
– -$217K -608 Closed
81 82
83
84 85