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Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
2351
Michael J. Puzo
– -$250K -2,830 Closed
CNWM
2352
Clay Northam Wealth Management
California
– -$248K -2,806 Closed
WAS
2353
Wealth Advisory Solutions
Indiana
– -$247K -2,798 Closed
VC
2354
Veracity Capital
Georgia
– -$244K -2,760 Closed
MWM
2355
Marietta Wealth Management
Georgia
– -$239K -2,708 Closed
WP
2356
WMS Partners
Maryland
– -$238K -2,695 Closed
FHB
2357
First Hawaiian Bank
Hawaii
– -$236K -2,671 Closed
UBV
2358
United Bank (Virginia)
Virginia
– -$235K -2,656 Closed
CWA
2359
CM Wealth Advisors
Ohio
– -$235K -2,652 Closed
WR
2360
WD Rutherford
Oregon
– -$234K -2,645 Closed
SWP
2361
Semus Wealth Partners
Florida
– -$234K -2,642 Closed
IP
2362
Investment Partners
Ohio
– -$234K -2,641 Closed
MCM
2363
Mill Capital Management
North Carolina
– -$230K -2,600 Closed
WAM
2364
Wallington Asset Management
Indiana
– -$230K -2,600 Closed
PP
2365
PDT Partners
New York
– -$229K -2,585 Closed
MA
2366
MBA Advisors
Pennsylvania
– -$228K -2,582 Closed
SAM
2367
Summit Asset Management
Tennessee
– -$228K -2,582 Closed
HP
2368
HT Partners
Connecticut
– -$226K -2,561 Closed
TWM
2369
TriaGen Wealth Management
California
– -$226K -2,559 Closed
PCG
2370
Prosperity Consulting Group
Maryland
– -$226K -2,555 Closed
RIG
2371
Renaissance Investment Group
Massachusetts
– -$226K -2,555 Closed
AFAS
2372
Acorn Financial Advisory Services
Virginia
– -$225K -2,549 Closed
NWM
2373
Northcape Wealth Management
New York
– -$224K -2,535 Closed
SAM
2374
Satovsky Asset Management
New York
– -$223K -2,528 Closed
FA
2375
Faithward Advisors
Pennsylvania
– -$223K -2,524 Closed
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95
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