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Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
2051
Mendel Money Management
Illinois
– -$289K -811 Closed
FHA
2052
Flagship Harbor Advisors
Massachusetts
– -$289K -810 Closed
ST
2053
Sageworth Trust
Pennsylvania
– -$288K -808 Closed
OR
2054
Olympiad Research
Connecticut
– -$286K -802 Closed
CAS
2055
CTC Alternative Strategies
Illinois
– -$285K -800 Closed
RI
2056
Ridgewood Investments
New Jersey
– -$285K -799 Closed
NCTC
2057
New Covenant Trust Company
Indiana
– -$283K -795 Closed
LHP
2058
Lexington Hill Partners
Texas
– -$267K -750 Closed
MWM
2059
Maridea Wealth Management
New York
– -$258K -724 Closed
GWMR
2060
GC Wealth Management RIA
Massachusetts
– -$256K -719 Closed
MPWS
2061
McCarter Private Wealth Services
Massachusetts
– -$251K -705 Closed
FFA
2062
Founders Financial Alliance
North Carolina
– -$250K -702 Closed
CCMG
2063
Clark Capital Management Group
Pennsylvania
– -$249K -700 Closed
VPI
2064
Value Partners Investments
Manitoba, Canada
– -$247K -695 Closed
AR
2065
Altar Rock
New York
– -$247K -692 Closed
PP
2066
PDT Partners
New York
– -$243K -681 Closed
KTM
2067
Keeler Thomas Management
Utah
– -$242K -678 Closed
DWA
2068
Douglass Winthrop Advisors
New York
– -$235K -661 Closed
WJA
2069
Willis Johnson & Associates
Texas
– -$233K -655 Closed
LWPC
2070
Legacy Wealth Partners (Colorado)
Colorado
– -$232K -651 Closed
AFG
2071
ABLE Financial Group
Arizona
– -$232K -650 Closed
PGWM
2072
Pitti Group Wealth Management
New York
– -$227K -638 Closed
NFC
2073
Northstar Financial Companies
Pennsylvania
– -$227K -637 Closed
FDDB
2074
Fidelity D&D Bancorp
Pennsylvania
– -$227K -636 Closed
AAG
2075
Asset Advisory Group
New Jersey
– -$226K -634 Closed
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83
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