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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1951
Kingfisher Capital
North Carolina
– -$84K -2,309 Closed
AUB
1952
Atlantic Union Bankshares
Virginia
– -$84K -2,308 Closed
CFSG
1953
Community Financial Services Group
Vermont
– -$83K -2,278 Closed
MJRIC
1954
Mogy Joel R Investment Counsel
California
– -$82K -2,263 Closed
QCM
1955
Quest Capital Management
Texas
– -$82K -2,263 Closed
BWM
1956
BT Wealth Management
Georgia
– -$108K -2,240 Closed
LCC
1957
Lincoln Capital Corp
Rhode Island
– -$80K -2,211 Closed
SGA
1958
Strategic Global Advisors
California
– -$79K -2,180 Closed
ODIJL
1959
One Day In July LLC
Vermont
– -$79K -2,179 Closed
SCM
1960
Sterneck Capital Management
Missouri
– -$78K -2,162 Closed
QFA
1961
Quattro Financial Advisors
Texas
– -$93.2K -2,149 Closed
STB
1962
S&T Bank
Pennsylvania
– -$78K -2,141 Closed
JWBC
1963
J.W. Burns & Co
New York
– -$77K -2,114 Closed
XSC
1964
X-Square Capital
Puerto Rico
– -$76K -2,111 Closed
TI
1965
Telemetry Investments
New York
– -$76K -2,107 Closed
PP
1966
PDS Planning
Ohio
– -$74K -2,028 Closed
SGS
1967
Sterling Global Strategies
California
– -$69.7K -1,922 Closed
MWA
1968
Meridian Wealth Advisors
Texas
– -$45K -1,252 Closed
WANY
1969
Wealthspire Advisors (New York)
New York
– -$44K -1,216 Closed
KLCM
1970
KG&L Capital Management
Louisiana
– -$35K -904 Closed
AWMF
1971
Arbor Wealth Management (Florida)
Florida
– -$30K -814 Closed
CCMW
1972
Cypress Capital Management (Wyoming)
Wyoming
– -$26K -705 Closed
PA
1973
Perennial Advisors
New York
– -$19K -511 Closed
MMG
1974
Monetary Management Group
Missouri
– -$18K -506 Closed
RWA
1975
River Wealth Advisors
Pennsylvania
– -$17K -462 Closed
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