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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2526
Kurt F. Somerville
– -$221K -6,578 Closed
WJWM
2527
Williams Jones Wealth Management
New York
– -$218K -6,511 Closed
BAM
2528
Brave Asset Management
New Jersey
– -$216K -6,425 Closed
MSF
2529
Mustard Seed Financial
Arkansas
– -$215K -6,396 Closed
HVIA
2530
Hudson Valley Investment Advisors
New York
– -$213K -6,350 Closed
FBFS
2531
First Business Financial Services
Wisconsin
– -$213K -6,337 Closed
MS
2532
Mizuho Securities
Japan
– -$209K -6,216 Closed
MCWS
2533
McKinley Carter Wealth Services
West Virginia
– -$207K -6,177 Closed
DFS
2534
Dixon Fnancial Services
California
– -$206K -6,149 Closed
TWM
2535
TCFG Wealth Management
California
– -$204K -6,082 Closed
GWP
2536
Gateway Wealth Partners
Wisconsin
– -$200K -5,971 Closed
LBC
2537
Leigh Baldwin & Co
New York
– -$200K -5,968 Closed
SFS
2538
Security Financial Services
Indiana
– -$200K -5,968 Closed
QP
2539
Quilter Plc
United Kingdom
– -$200K -5,964 Closed
SFG
2540
SevenBridge Financial Group
Pennsylvania
– -$216K -5,691 Closed
WCA
2541
Waratah Capital Advisors
Ontario, Canada
– -$189K -5,626 Closed
WC
2542
Wexford Capital
Florida
– -$146K -4,346 Closed
VNIM
2543
Vaughan Nelson Investment Management
Texas
– -$142K -4,225 Closed
HWA
2544
Heartwood Wealth Advisors
Virginia
– -$89K -2,652 Closed
SP
2545
Saranac Partners
– -$80.5K -2,385 Closed
HFS
2546
Hopwood Financial Services
Virginia
– -$62.4K -1,860 Closed
RFA
2547
Reyes Financial Architecture
California
– -$49.8K -1,484 Closed
MSG
2548
Main Street Group
Virginia
– -$42.5K -1,267 Closed
UOTTAIMCU
2549
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$36.8K -1,096 Closed
SFCL
2550
Strengthening Families & Communities LLC
Massachusetts
– -$32.5K -1,041 Closed
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