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Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
1926
Baxter Bros Inc
Connecticut
– -$235K -4,440 Closed
RAM
1927
Redmond Asset Management
Virginia
– -$233K -4,415 Closed
CIM
1928
Capital Investment Management
Missouri
– -$233K -4,412 Closed
NDSI
1929
Newman Dignan & Sheerar Inc
Rhode Island
– -$231K -4,373 Closed
YIM
1930
Yoffe Investment Management
Pennsylvania
– -$231K -4,365 Closed
FFA
1931
First Foundation Advisors
California
– -$230K -4,353 Closed
PCG
1932
Prosperity Consulting Group
Maryland
– -$230K -4,351 Closed
FG
1933
Foster Group
Iowa
– -$229K -4,344 Closed
FMLI
1934
Fukoku Mutual Life Insurance
Japan
– -$229K -4,342 Closed
TC
1935
TwinBeech Capital
New York
– -$228K -4,322 Closed
SVWAG
1936
Sound View Wealth Advisors Group
Georgia
– -$228K -4,314 Closed
KP
1937
Keel Point
Alabama
– -$228K -4,311 Closed
EFM
1938
E Fund Management
China
– -$227K -4,291 Closed
BWM
1939
BNC Wealth Management
Oregon
– -$226K -4,273 Closed
NL
1940
NKCFO LLC
Illinois
– -$225K -4,257 Closed
SIG
1941
Sargent Investment Group
Maryland
– -$225K -4,251 Closed
VAM
1942
Virtue Asset Management
Illinois
– -$223K -4,224 Closed
ACM
1943
Advance Capital Management
Michigan
– -$222K -4,203 Closed
FPCP
1944
Fort Point Capital Partners
California
– -$223K -4,188 Closed
DWM
1945
Defined Wealth Management
Oregon
– -$220K -4,171 Closed
AGA
1946
Arkos Global Advisors
Texas
– -$220K -4,164 Closed
MFG
1947
Midwest Financial Group
Kansas
– -$220K -4,158 Closed
TC
1948
Trilogy Capital
California
– -$218K -4,124 Closed
TAFW
1949
Tred Avon Family Wealth
Maryland
– -$215K -4,076 Closed
NWMG
1950
National Wealth Management Group
Ohio
– -$215K -4,061 Closed
76 77
78
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