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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2026
EDMP Inc
Florida
– -$200K -4,334 Closed
RPC
2027
Rossmore Private Capital
Connecticut
– -$184K -4,005 Closed
PWM
2028
Paulson Wealth Management
Illinois
– -$167K -3,646 Closed
LCM
2029
Liberty Capital Management
Michigan
– -$166K -3,607 Closed
AFNAS
2030
American Financial Network Advisory Services
California
– -$161K -3,519 Closed
WA
2031
Winfield Associates
Ohio
– -$157K -3,376 Closed
FDS
2032
First Dallas Securities
Texas
– -$155K -3,372 Closed
GF
2033
Goodman Financial
Texas
– -$143K -3,117 Closed
AIP
2034
Almanack Investment Partners
Pennsylvania
– -$142K -3,092 Closed
SPI
2035
Santori & Peters Inc
Pennsylvania
– -$127K -2,955 Closed
DCM
2036
Delpha Capital Management
New York
– -$98K -2,138 Closed
AIM
2037
Assured Investment Management
New York
– -$92K -2,009 Closed
KJWM
2038
Kiley Juergens Wealth Management
Washington
– -$63K -1,383 Closed
MIC
2039
MU Investments Company
Japan
– -$28K -620 Closed
DG
2040
Delek Group
Israel
– -$16K -350 Closed
TJHA
2041
Thomas J. Herzfeld Advisors
Florida
– -$8K -182 Closed
CTB
2042
Country Trust Bank
Illinois
– -$7K -149 Closed
CIM
2043
Contravisory Investment Management
Massachusetts
– -$1K -19 Closed
OWA
2044
One Wealth Advisors
California
– -$1K -13 Closed
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