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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1951
Chelsea Counsel Company
California
– -$81K -2,621 Closed
SFG
1952
Sather Financial Group
Texas
– -$80K -2,608 Closed
AAMC
1953
Asset Allocation & Management Company
Illinois
– -$80K -2,590 Closed
P
1954
Pitcairn
Pennsylvania
– -$77K -2,461 Closed
TW
1955
Towerpoint Wealth
California
– -$75K -2,403 Closed
AA
1956
Aufman Associates
Pennsylvania
– -$74K -2,392 Closed
MC
1957
Miramar Capital
Illinois
– -$80K -2,342 Closed
SS
1958
Sunbelt Securities
Texas
– -$72K -2,329 Closed
BBNA
1959
Bremer Bank National Association
Minnesota
– -$72K -2,315 Closed
CWM
1960
Cahaba Wealth Management
Georgia
– -$71K -2,287 Closed
PFA
1961
Pathway Financial Advisors
Vermont
– -$70K -2,253 Closed
IG
1962
Ithaka Group
Virginia
– -$70K -2,247 Closed
BG
1963
Berry Group
Massachusetts
– -$69K -2,219 Closed
TAM
1964
Tealwood Asset Management
Minnesota
– -$69K -2,208 Closed
ACM
1965
Alethea Capital Management
Washington
– -$69K -2,207 Closed
AWCI
1966
Alpine Woods Capital Investors
New York
– -$68K -2,200 Closed
PP
1967
Prudential plc
United Kingdom
– -$68K -2,193 Closed
FA
1968
FDx Advisors
Illinois
– -$68K -2,184 Closed
NGA
1969
Naples Global Advisors
Florida
– -$67K -2,150 Closed
CTI
1970
Community Trust & Investment
Kentucky
– -$65K -2,097 Closed
VAS
1971
Vestmark Advisory Solutions
Massachusetts
– -$64K -2,069 Closed
SBF
1972
Sara-Bay Financial
Florida
– -$63K -2,037 Closed
FBB
1973
Fulton Breakefield Broenniman
Maryland
– -$63K -2,032 Closed
SSWM
1974
Sheets Smith Wealth Management
North Carolina
– -$63K -2,019 Closed
BSA
1975
Bull Street Advisors
Georgia
– -$62K -2,010 Closed
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