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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2976
Bickling Financial Services
Massachusetts
– -$217K -2,889 Closed
PP
2977
Pegasus Partners
Wisconsin
– -$216K -2,882 Closed
MPM
2978
Meritage Portfolio Management
Kansas
– -$205K -2,725 Closed
VAS
2979
Valicenti Advisory Services
New York
– -$203K -2,706 Closed
VV
2980
Verity & Verity
South Carolina
– -$216K -2,435 Closed
DOA
2981
D'Orazio & Associates
Virginia
– -$162K -2,161 Closed
CCM
2982
Carderock Capital Management
Maryland
– -$154K -2,050 Closed
CAGAS
2983
Capital Advisory Group Advisory Services
Minnesota
– -$133K -1,777 Closed
SFP
2984
Sterling Financial Planning
New Jersey
– -$128K -1,710 Closed
RCA
2985
Ranch Capital Advisors
Florida
– -$96K -1,279 Closed
AL
2986
ADE LLC
Maryland
– -$92K -1,223 Closed
BMD
2987
Better Money Decisions
New Mexico
– -$82K -1,092 Closed
Maverick Capital
2988
Maverick Capital
Texas
– -$76K -1,008 Closed
IWA
2989
IBEX Wealth Advisors
New Jersey
– -$75K -1,000 Closed
JIR
2990
James Investment Research
Ohio
– -$75K -1,000 Closed
BDS
2991
Banco de Sabadell
Florida
– -$60K -800 Closed
RA
2992
Resolute Advisors
California
– -$47K -626 Closed
CDIA
2993
Capital Directions Investment Advisors
Georgia
– -$29K -387 Closed
JPLA
2994
Joseph P. Lucia & Associates
New York
– -$26K -351 Closed
CFA
2995
Cahill Financial Advisors
Minnesota
– -$21K -283 Closed
RTL
2996
Red Tortoise LLC
Georgia
– -$21K -248 Closed
UOTTAIMCU
2997
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$5K -70 Closed
LAM
2998
Lountzis Asset Management
Pennsylvania
– -$4.32K -57 Closed
CI
2999
Cordant Inc
Oregon
– -$1K -17 Closed