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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2351
Pegasus Partners
Wisconsin
– -$244K -1,730 Closed
CWG
2352
Cornerstone Wealth Group
North Carolina
– -$243K -1,724 Closed
CWM
2353
CCG Wealth Management
California
– -$240K -1,701 Closed
RC
2354
Roundview Capital
New Jersey
– -$239K -1,690 Closed
MCM
2355
Monument Capital Management
Virginia
– -$238K -1,685 Closed
CWA
2356
CM Wealth Advisors
Ohio
– -$238K -1,683 Closed
FA
2357
Faithward Advisors
Pennsylvania
– -$236K -1,675 Closed
BMCM
2358
Bryn Mawr Capital Management
Pennsylvania
– -$235K -1,662 Closed
CPWA
2359
Cerro Pacific Wealth Advisors
California
– -$234K -1,659 Closed
GIP
2360
Greatmark Investment Partners
Georgia
– -$234K -1,659 Closed
FPIS
2361
Financial Planning & Information Services
Wisconsin
– -$234K -1,657 Closed
MCM
2362
Morton Capital Management
California
– -$234K -1,656 Closed
SAS
2363
Sanford Advisory Services
Michigan
– -$233K -1,651 Closed
EDRIA
2364
Edmonds Duncan Registered Investment Advisors
Kansas
– -$233K -1,649 Closed
TI
2365
Truepoint Inc
Ohio
– -$233K -1,647 Closed
TWM
2366
Trinity Wealth Management
Pennsylvania
– -$232K -1,644 Closed
RWA
2367
River Wealth Advisors
Pennsylvania
– -$231K -1,636 Closed
AMG
2368
Asset Management Group
Connecticut
– -$231K -1,633 Closed
SCM
2369
Spreng Capital Management
Ohio
– -$229K -1,630 Closed
SLA
2370
Silver Lake Advisory
Utah
– -$229K -1,620 Closed
GPA
2371
Guerra Pan Advisors
New Jersey
– -$211K -1,613 Closed
PSC
2372
Prentiss Smith & Co
Vermont
– -$226K -1,600 Closed
TAM
2373
Townsend Asset Management
North Carolina
– -$226K -1,600 Closed
TP
2374
Tranquility Partners
Tennessee
– -$225K -1,596 Closed
AIS
2375
AM Investment Strategies
Tennessee
– -$225K -1,595 Closed
93 94
95
96 97