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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
3226
Smith Shellnut Wilson
Mississippi
– -$207K -430 Closed
BCM
3227
BluePath Capital Management
Georgia
– -$204K -425 Closed
FSA
3228
Financial Security Advisor
Virginia
– -$204K -423 Closed
BWA
3229
Brave Warrior Advisors
New York
– -$203K -422 Closed
VDI
3230
Vaughan David Investments
Illinois
– -$203K -421 Closed
ORC
3231
O'Rourke & Company
Massachusetts
– -$202K -420 Closed
MCP
3232
Mirador Capital Partners
California
– -$202K -419 Closed
JBA
3233
Johnson Bixby & Associates
Washington
– -$201K -418 Closed
TBNY
3234
Trustco Bank (New York)
New York
– -$201K -418 Closed
VL
3235
Vima LLC
Michigan
– -$132K -363 Closed
CBT
3236
CoreFirst Bank & Trust
Kansas
– -$43.3K -90 Closed
IPW
3237
Impact Partnership Wealth
Georgia
– -$41.9K -87 Closed
BCM
3238
Barometer Capital Management
Ontario, Canada
– -$36.1K -80 Closed
PAM
3239
Palisade Asset Management
Minnesota
– -$27.4K -57 Closed
FSWA
3240
Financial Synergies Wealth Advisors
Texas
– -$21.2K -44 Closed
MAM
3241
MMA Asset Management
Pennsylvania
– -$20.7K -43 Closed
TWP
3242
TFO Wealth Partners
Ohio
– -$15.9K -33 Closed
ACA
3243
Atlas Capital Advisors
Wyoming
– -$12K -25 Closed
ICM
3244
Islay Capital Management
Texas
– -$10.1K -21 Closed
HC
3245
Hoese & Co
Minnesota
– -$7.12K -15 Closed
MIM
3246
Macroview Investment Management
Maryland
– -$5.3K -11 Closed
MSE
3247
MUFG Securities EMEA
United Kingdom
– -$3.37K -7 Closed
126 127 128 129
130