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Name Holding Trade Value Shares
Change 		Change in
Stake
VV
2776
Verity & Verity
South Carolina
– -$234K -1,142 Closed
GG
2777
GenWealth Group
New Jersey
– -$233K -1,140 Closed
PVWM
2778
Point View Wealth Management
New Jersey
– -$234K -1,138 Closed
CFA
2779
Capstone Financial Advisors
Illinois
– -$233K -1,135 Closed
ODG
2780
O'Dell Group
Ohio
– -$232K -1,128 Closed
ECG
2781
EPIQ Capital Group
California
– -$230K -1,120 Closed
BA
2782
Ballast Advisors
Minnesota
– -$229K -1,118 Closed
BCA
2783
Bay Colony Advisors
Massachusetts
– -$247K -1,116 Closed
UBV
2784
United Bank (Virginia)
Virginia
– -$228K -1,113 Closed
FFG
2785
Ford Financial Group
California
– -$228K -1,112 Closed
ERIM
2786
Eagle Ridge Investment Management
Connecticut
– -$227K -1,105 Closed
F
2787
F3Logic
Minnesota
– -$228K -1,105 Closed
PAG
2788
Pinnacle Advisory Group
Maryland
– -$227K -1,105 Closed
DP
2789
DDD Partners
Washington
– -$224K -1,090 Closed
MWM
2790
MorganRosel Wealth Management
Colorado
– -$221K -1,078 Closed
MJP
2791
Michael J. Puzo
– -$221K -1,075 Closed
TCPWM
2792
Traverso Chambers Private Wealth Management
California
– -$220K -1,074 Closed
JIP
2793
JBJ Investment Partners
South Carolina
– -$219K -1,068 Closed
BMO
2794
Beck Mack & Oliver
New York
– -$219K -1,065 Closed
CWM
2795
CCG Wealth Management
California
– -$218K -1,064 Closed
HKIM
2796
Hayek Kallen Investment Management
Alabama
– -$216K -1,050 Closed
NCM
2797
Northwest Capital Management
Oregon
– -$216K -1,050 Closed
SA
2798
Shilanski & Associates
Alaska
– -$213K -1,039 Closed
IA
2799
Independence Advisors
Pennsylvania
– -$212K -1,032 Closed
BEAM
2800
Baker Ellis Asset Management
Washington
– -$208K -1,015 Closed
110 111
112
113 114