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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1951
JSF Financial
California
– -$211K -2,085 Closed
FP
1952
Foundry Partners
Minnesota
– -$210K -2,076 Closed
SWG
1953
Summit Wealth Group
Vermont
– -$210K -2,076 Closed
NGA
1954
Naples Global Advisors
Florida
– -$208K -2,049 Closed
HC
1955
Henshaw Capital
Massachusetts
– -$206K -2,038 Closed
HZ
1956
Hixon Zuercher
Ohio
– -$205K -2,023 Closed
CFA
1957
Capstone Financial Advisors
Illinois
– -$203K -2,004 Closed
HHGA
1958
Halbert Hargrove Global Advisors
California
– -$203K -2,003 Closed
EDRIA
1959
Edmonds Duncan Registered Investment Advisors
Kansas
– -$203K -2,000 Closed
MFS
1960
Mirabella Financial Services
United Kingdom
– -$203K -2,000 Closed
PPW
1961
Pasadena Private Wealth
California
– -$203K -2,000 Closed
SAM
1962
Silphium Asset Management
United Kingdom
– -$203K -2,000 Closed
VW
1963
Vantage Wealth
California
– -$203K -2,000 Closed
WA
1964
Wealth Advisors
California
– -$204K -2,000 Closed
PGA
1965
Portland Global Advisors
Maine
– -$201K -1,982 Closed
AA
1966
Apriem Advisors
California
– -$201K -1,981 Closed
CSM
1967
CAMG Solamere Management
North Carolina
– -$200K -1,980 Closed
JFA
1968
Johanson Financial Advisors
California
– -$135K -1,331 Closed
HCA
1969
Horan Capital Advisors
Ohio
– -$135K -1,330 Closed
ACM
1970
Anfield Capital Management
California
– -$130K -1,293 Closed
ONST
1971
Old North State Trust
North Carolina
– -$125K -1,237 Closed
JIR
1972
James Investment Research
Ohio
– -$80K -785 Closed
HWM
1973
Howard Wealth Management
Connecticut
– -$78K -770 Closed
WAM
1974
Wolverine Asset Management
Illinois
– -$68K -676 Closed
CAL
1975
Capital Advisors Ltd
Ohio
– -$63K -617 Closed
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