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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1926
Massar Capital Management
Connecticut
– -$245K -4,632 Closed
SMA
1927
Sage Mountain Advisors
Georgia
– -$245K -4,629 Closed
SFS
1928
Summit Financial Strategies
Ohio
– -$243K -4,599 Closed
BFIM
1929
Beese Fulmer Investment Management
Ohio
– -$243K -4,579 Closed
DA
1930
Doliver Advisors
Texas
– -$242K -4,578 Closed
BFA
1931
Beacon Financial Advisory
Ohio
– -$242K -4,574 Closed
MCM
1932
Monarch Capital Management
Indiana
– -$243K -4,570 Closed
PW
1933
PUREfi Wealth
Massachusetts
– -$241K -4,570 Closed
SCA
1934
Stokes Capital Advisors
South Carolina
– -$240K -4,550 Closed
DT
1935
Diversified Trust
Tennessee
– -$240K -4,548 Closed
MC
1936
Middleton & Co
Massachusetts
– -$238K -4,513 Closed
BIG
1937
Builder Investment Group
Georgia
– -$238K -4,500 Closed
UAML
1938
US Asset Management LLC
Pennsylvania
– -$238K -4,500 Closed
PAG
1939
Powers Advisory Group
Illinois
– -$238K -4,498 Closed
CWM
1940
Cornerstone Wealth Management
Missouri
– -$237K -4,493 Closed
HL
1941
HeadInvest LLC
Maine
– -$235K -4,449 Closed
BBI
1942
Baxter Bros Inc
Connecticut
– -$235K -4,440 Closed
RAM
1943
Redmond Asset Management
Virginia
– -$233K -4,415 Closed
CIM
1944
Capital Investment Management
Missouri
– -$233K -4,412 Closed
NDSI
1945
Newman Dignan & Sheerar Inc
Rhode Island
– -$231K -4,373 Closed
YIM
1946
Yoffe Investment Management
Pennsylvania
– -$231K -4,365 Closed
FFA
1947
First Foundation Advisors
California
– -$230K -4,353 Closed
PCG
1948
Prosperity Consulting Group
Maryland
– -$230K -4,351 Closed
FG
1949
Foster Group
Iowa
– -$229K -4,344 Closed
FMLI
1950
Fukoku Mutual Life Insurance
Japan
– -$229K -4,342 Closed
76 77
78
79 80