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Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
2551
Roberts, Glore & Co
Illinois
– -$208K -571 Closed
BHBT
2552
Burke & Herbert Bank & Trust
Virginia
– -$207K -568 Closed
RHBC
2553
R.H. Bluestein & Co
Michigan
– -$204K -560 Closed
BWA
2554
Brave Warrior Advisors
New York
– -$204K -558 Closed
TWM
2555
TriaGen Wealth Management
California
– -$215K -556 Closed
WGAM
2556
Wilkinson Global Asset Management
New York
– -$201K -551 Closed
BWFA
2557
Baltimore-Washington Financial Advisors
Maryland
– -$200K -550 Closed
CICI
2558
Capital Investment Counsel Inc
North Carolina
– -$201K -550 Closed
SWG
2559
Summit Wealth Group
Vermont
– -$162K -443 Closed
EBSAM
2560
Eubel Brady & Suttman Asset Management
Ohio
– -$93K -260 Closed
EAM
2561
Exos Asset Management
New York
– -$87K -238 Closed
RDWM
2562
Red Door Wealth Management
Tennessee
– -$69K -189 Closed
NC
2563
NewSquare Capital
Pennsylvania
– -$53K -146 Closed
PWS
2564
Paragon Wealth Strategies
Florida
– -$34K -94 Closed
BFG
2565
Baron Financial Group
New Jersey
– -$25.6K -70 Closed
FPFS
2566
First Personal Financial Services
North Carolina
– -$24K -65 Closed
FPW
2567
Flagship Private Wealth
Massachusetts
– -$22.4K -60 Closed
ANBT
2568
American National Bank & Trust
Texas
– -$22K -59 Closed
BBL
2569
Beck Bode LLC
Massachusetts
– -$15K -41 Closed
SFO
2570
Standard Family Office
South Dakota
– -$13K -36 Closed
MFG
2571
Monumental Financial Group
Maryland
– -$13K -35 Closed
FFG
2572
Ford Financial Group
California
– -$11K -32 Closed
MFT
2573
Moisand Fitzgerald Tamayo
Florida
– -$11K -30 Closed
PWP
2574
Personal Wealth Partners
Minnesota
– -$4K -12 Closed
CCG
2575
Cloverfields Capital Group
Minnesota
– -$3K -8 Closed
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