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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1876
Vivaldi Capital Management
Illinois
– -$115K -2,895 Closed
BCWM
1877
Blue Chip Wealth Management
Florida
– -$114K -2,885 Closed
NAMP
1878
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$112K -2,828 Closed
BG
1879
Berry Group
Massachusetts
– -$109K -2,761 Closed
BFPW
1880
BOK Financial Private Wealth
Colorado
– -$102K -2,581 Closed
NFG
1881
Norris Financial Group
South Carolina
– -$102K -2,568 Closed
WHG
1882
Westwood Holdings Group
Texas
– -$100K -2,528 Closed
EWA
1883
ERTS Wealth Advisors
Michigan
– -$99K -2,508 Closed
STA
1884
Summit Trail Advisors
New York
– -$98K -2,480 Closed
PP
1885
PagnatoKarp Partners
Virginia
– -$98K -2,465 Closed
LOPW
1886
Live Oak Private Wealth
North Carolina
– -$93K -2,341 Closed
CWM
1887
Cahaba Wealth Management
Georgia
– -$90K -2,288 Closed
CIP
1888
Capital Insight Partners
Arizona
– -$90K -2,280 Closed
GAB
1889
German American Bancorp
Indiana
– -$90K -2,269 Closed
PJB
1890
Paul John Balson
California
– -$89K -2,256 Closed
DC
1891
DeDora Capital
California
– -$89K -2,250 Closed
BLAM
1892
Bourne Lent Asset Management
New York
– -$89K -2,237 Closed
HHGA
1893
Halbert Hargrove Global Advisors
California
– -$87K -2,206 Closed
LBC
1894
Lawrence B. Cohen
– -$87K -2,197 Closed
GS
1895
Gagnon Securities
New York
– -$86K -2,180 Closed
LI
1896
Lafayette Investments
Maryland
– -$85K -2,147 Closed
CCG
1897
Cypress Capital Group
Florida
– -$85K -2,135 Closed
AWA
1898
ARS Wealth Advisors
Florida
– -$84K -2,128 Closed
BWCS
1899
Beirne Wealth Consulting Services
Connecticut
– -$84K -2,125 Closed
FPS
1900
Fieldpoint Private Securities
Connecticut
– -$84K -2,118 Closed
74 75
76
77 78