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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1951
LexAurum Advisors
Kansas
– -$213K -2,106 Closed
CAM
1952
Cozad Asset Management
Illinois
– -$211K -2,087 Closed
JF
1953
JSF Financial
California
– -$211K -2,085 Closed
FP
1954
Foundry Partners
Minnesota
– -$210K -2,076 Closed
SWG
1955
Summit Wealth Group
Vermont
– -$210K -2,076 Closed
NGA
1956
Naples Global Advisors
Florida
– -$208K -2,049 Closed
HC
1957
Henshaw Capital
Massachusetts
– -$206K -2,038 Closed
HZ
1958
Hixon Zuercher
Ohio
– -$205K -2,023 Closed
CFA
1959
Capstone Financial Advisors
Illinois
– -$203K -2,004 Closed
HHGA
1960
Halbert Hargrove Global Advisors
California
– -$203K -2,003 Closed
EDRIA
1961
Edmonds Duncan Registered Investment Advisors
Kansas
– -$203K -2,000 Closed
MFS
1962
Mirabella Financial Services
United Kingdom
– -$203K -2,000 Closed
PPW
1963
Pasadena Private Wealth
California
– -$203K -2,000 Closed
SAM
1964
Silphium Asset Management
United Kingdom
– -$203K -2,000 Closed
VW
1965
Vantage Wealth
California
– -$203K -2,000 Closed
WA
1966
Wealth Advisors
California
– -$204K -2,000 Closed
PGA
1967
Portland Global Advisors
Maine
– -$201K -1,982 Closed
AA
1968
Apriem Advisors
California
– -$201K -1,981 Closed
CSM
1969
CAMG Solamere Management
North Carolina
– -$200K -1,980 Closed
JFA
1970
Johanson Financial Advisors
California
– -$135K -1,331 Closed
HCA
1971
Horan Capital Advisors
Ohio
– -$135K -1,330 Closed
ACM
1972
Anfield Capital Management
California
– -$130K -1,293 Closed
ONST
1973
Old North State Trust
North Carolina
– -$125K -1,237 Closed
JIR
1974
James Investment Research
Ohio
– -$80K -785 Closed
HWM
1975
Howard Wealth Management
Connecticut
– -$78K -770 Closed
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79
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