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Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
2501
Michael J. Puzo
– -$210K -1,275 Closed
PVWM
2502
Point View Wealth Management
New Jersey
– -$208K -1,266 Closed
SMH
2503
Sanders Morris Harris
Texas
– -$206K -1,255 Closed
SPIO
2504
Seven Post Investment Office
California
– -$206K -1,255 Closed
CB
2505
Cadence Bank
Mississippi
– -$204K -1,241 Closed
TSWM
2506
Triangle Securities Wealth Management
North Carolina
– -$204K -1,239 Closed
SSWM
2507
Smith Salley Wealth Management
North Carolina
– -$203K -1,236 Closed
CCG
2508
Chatham Capital Group
Georgia
– -$201K -1,225 Closed
HEIP
2509
Hudson Edge Investment Partners
New Jersey
– -$200K -1,217 Closed
ML
2510
McAdam LLC
Pennsylvania
– -$141K -887 Closed
BEAM
2511
Baker Ellis Asset Management
Washington
– -$119K -725 Closed
PS
2512
Portfolio Strategies
New York
– -$115K -700 Closed
ABA
2513
American Beacon Advisors
Texas
– -$112K -681 Closed
IP
2514
Isthmus Partners
Wisconsin
– -$97K -587 Closed
ECM
2515
Exchange Capital Management
Michigan
– -$96K -581 Closed
HCA
2516
Heck Capital Advisors
Wisconsin
– -$86.2K -524 Closed
WVP
2517
Worth Venture Partners
New Jersey
– -$85K -515 Closed
GIC
2518
GFI Investment Counsel
Ontario, Canada
– -$82K -500 Closed
MPIA
2519
Mountain Pacific Investment Advisers
Idaho
– -$82K -500 Closed
OBWP
2520
O'Brien Wealth Partners
Massachusetts
– -$82K -497 Closed
MCM
2521
Mainstay Capital Management
Michigan
– -$80K -484 Closed
BC
2522
Blackhill Capital
New Jersey
– -$74K -452 Closed
DWA
2523
Divergent Wealth Advisors
Utah
– -$69K -440 Closed
MCM
2524
Monument Capital Management
Virginia
– -$66K -401 Closed
VEA
2525
Virtus ETF Advisers
New York
– -$50K -307 Closed
98 99 100
101
102