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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2076
Angeles Investment Advisors
California
– -$237K -497 Closed
TFP
2077
Tilia Fiduciary Partners
North Carolina
– -$237K -497 Closed
MHC
2078
Meyer Handelman Company
New York
– -$237K -496 Closed
CWA
2079
Consilio Wealth Advisors
Washington
– -$232K -487 Closed
AFS
2080
Axiom Financial Strategies
Indiana
– -$228K -478 Closed
TWA
2081
TCI Wealth Advisors
Arizona
– -$227K -477 Closed
AC
2082
Addison Capital
Pennsylvania
– -$227K -476 Closed
EA
2083
Eclectic Associates
California
– -$227K -475 Closed
FWTB
2084
First Western Trust Bank
Colorado
– -$227K -475 Closed
LAM
2085
Lountzis Asset Management
Pennsylvania
– -$227K -475 Closed
XWM
2086
Xcel Wealth Management
Florida
– -$226K -474 Closed
BSTWA
2087
Blake Schutter Theil Wealth Advisors
Ohio
– -$225K -472 Closed
MWP
2088
Meridian Wealth Partners
Pennsylvania
– -$225K -472 Closed
SCP
2089
Shorepoint Capital Partners
Massachusetts
– -$225K -471 Closed
EB
2090
Exchange Bank
California
– -$224K -470 Closed
QWM
2091
Quadcap Wealth Management
Texas
– -$224K -469 Closed
LAS
2092
Lloyd Advisory Services
Georgia
– -$222K -466 Closed
PWM
2093
PBMares Wealth Management
Virginia
– -$222K -466 Closed
SF
2094
Symphony Financial
Texas
– -$223K -466 Closed
LP
2095
LGL Partners
Pennsylvania
– -$221K -464 Closed
CWA
2096
CM Wealth Advisors
Ohio
– -$220K -462 Closed
PHWM
2097
Pine Harbor Wealth Management
Maryland
– -$221K -462 Closed
GWM
2098
GSB Wealth Management
Connecticut
– -$219K -459 Closed
ML
2099
Mayport LLC
Massachusetts
– -$219K -459 Closed
SRC
2100
Sage Rhino Capital
California
– -$218K -458 Closed
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