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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1501
Holderness Investments Company
North Carolina
– -$265K -1,273 Closed
LMFP
1502
Larry Mathis Financial Planning
Arizona
– -$264K -1,271 Closed
RIA
1503
Regal Investment Advisors
Michigan
– -$259K -1,245 Closed
APG
1504
Abacus Planning Group
South Carolina
– -$255K -1,227 Closed
DT
1505
Diversified Trust
Tennessee
– -$254K -1,223 Closed
WA
1506
WBH Advisory
Maryland
– -$246K -1,210 Closed
MCWS
1507
McKinley Carter Wealth Services
West Virginia
– -$248K -1,193 Closed
EFG
1508
Embree Financial Group
Illinois
– -$246K -1,183 Closed
ST
1509
Sageworth Trust
Pennsylvania
– -$244K -1,174 Closed
NAG
1510
Northstar Advisory Group
New Jersey
– -$242K -1,166 Closed
SAM
1511
Secure Asset Management
Michigan
– -$242K -1,164 Closed
IA
1512
Integrity Alliance
Iowa
– -$240K -1,156 Closed
WA1
1513
Wimmer Associates 1
California
– -$237K -1,140 Closed
EGWAG
1514
Elwood & Goetz Wealth Advisory Group
Georgia
– -$233K -1,123 Closed
TCBWMS
1515
Texas Capital Bank Wealth Management Services
Texas
– -$233K -1,121 Closed
KFSC
1516
Keystone Financial Services (Colorado)
Colorado
– -$232K -1,115 Closed
THCM
1517
Taylor Hoffman Capital Management
Virginia
– -$231K -1,111 Closed
SWM
1518
SeaCrest Wealth Management
New York
– -$230K -1,108 Closed
AWMG
1519
Alliance Wealth Management Group
New Jersey
– -$229K -1,100 Closed
GWCM
1520
Godshalk Welsh Capital Management
Pennsylvania
– -$229K -1,100 Closed
MG
1521
McHugh Group
Ohio
– -$229K -1,100 Closed
TCM
1522
Towercrest Capital Management
Pennsylvania
– -$229K -1,100 Closed
DWA
1523
Douglass Winthrop Advisors
New York
– -$228K -1,095 Closed
WIC
1524
Woodmont Investment Counsel
Tennessee
– -$227K -1,091 Closed
MKA
1525
M. Kulyk & Associates
Georgia
– -$226K -1,085 Closed