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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2151
Jackson Square Capital
California
– -$485K -8,050 Closed
CA
2152
Calton & Associates
Florida
– -$468K -7,780 Closed
BAM
2153
Barrett Asset Management
New York
– -$436K -7,240 Closed
SIC
2154
Samalin Investment Counsel
New York
– -$436K -7,240 Closed
KWM
2155
Kolinsky Wealth Management
New Jersey
– -$423K -7,020 Closed
OFG
2156
Omega Financial Group
California
– -$422K -7,000 Closed
EFG
2157
Everhart Financial Group
Ohio
– -$413K -6,850 Closed
PP
2158
PDS Planning
Ohio
– -$401K -6,650 Closed
TGAM
2159
TBH Global Asset Management
Tennessee
– -$391K -6,490 Closed
WMA
2160
Wealth Management Associates
New Jersey
– -$387K -6,430 Closed
PJSIMP
2161
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$274K -6,410 Closed
RL
2162
RPO LLC
Connecticut
– -$386K -6,400 Closed
CTA
2163
Chesley Taft & Associates
Illinois
– -$385K -6,390 Closed
CIC
2164
Cornercap Investment Counsel
Georgia
– -$382K -6,340 Closed
BHBT
2165
Burke & Herbert Bank & Trust
Virginia
– -$379K -6,290 Closed
RMCM
2166
Reynders McVeigh Capital Management
Massachusetts
– -$374K -6,210 Closed
PFA
2167
Pure Financial Advisors
California
– -$371K -6,150 Closed
SFG
2168
Sovereign Financial Group
Connecticut
– -$364K -6,040 Closed
BL
2169
BFSG LLC
California
– -$363K -6,030 Closed
AIM
2170
Alhambra Investment Management
Florida
– -$344K -5,710 Closed
FBFS
2171
First Business Financial Services
Wisconsin
– -$344K -5,710 Closed
WSTAM
2172
Wilbanks Smith & Thomas Asset Management
Virginia
– -$344K -5,710 Closed
OA
2173
Oxbow Advisors
Texas
– -$342K -5,670 Closed
TA
2174
TFG Advisers
Michigan
– -$340K -5,640 Closed
RDWM
2175
Red Door Wealth Management
Tennessee
– -$336K -5,590 Closed
85 86
87
88 89