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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1951
EDMP Inc
Florida
– -$377K -1,600 Closed
PFA
1952
Pure Financial Advisors
California
– -$353K -1,501 Closed
MHS
1953
M Holdings Securities
Oregon
– -$336K -1,429 Closed
GFS
1954
GYL Financial Synergies
Connecticut
– -$293K -1,246 Closed
SFG
1955
SNS Financial Group
Minnesota
– -$272K -1,156 Closed
AFM
1956
Andesa Financial Management
Pennsylvania
– -$266K -1,116 Closed
PGA
1957
Premia Global Advisors
Florida
– -$237K -1,013 Closed
BWCS
1958
Beirne Wealth Consulting Services
Connecticut
– -$227K -962 Closed
LCM
1959
Landscape Capital Management
New Jersey
– -$225K -956 Closed
PAM
1960
Private Asset Management
California
– -$223K -945 Closed
GAMA
1961
Graticule Asia Macro Advisors
New York
– -$212K -900 Closed
CHP
1962
Cable Hill Partners
Oregon
– -$160K -679 Closed
BAM
1963
Bruderman Asset Management
New York
– -$152K -646 Closed
HCA
1964
Horan Capital Advisors
Ohio
– -$148K -630 Closed
AIA
1965
Alera Investment Advisors
Illinois
– -$97K -410 Closed
MSA
1966
Marino Stram & Associates
Massachusetts
– -$97K -410 Closed
KL
1967
KWMG LLC
Kansas
– -$87K -368 Closed
PWM
1968
PRW Wealth Management
Massachusetts
– -$87K -367 Closed
PHK
1969
Point72 Hong Kong
Hong Kong
– -$85K -362 Closed
CGT
1970
Capital Guardian Trust
California
– -$79K -334 Closed
FAM
1971
Fred Alger Management
New York
– -$48K -205 Closed
BMM
1972
Buffington Mohr McNeal
Idaho
– -$46K -194 Closed
ST
1973
Somerset Trust
Pennsylvania
– -$44K -187 Closed
RWM
1974
Raffa Wealth Management
District of Columbia
– -$34.1K -145 Closed
FWM
1975
Focused Wealth Management
New York
– -$32K -135 Closed
76 77 78
79
80