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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1951
Darden Wealth Group
Michigan
– -$408K -2,675 Closed
WAM
1952
Weiss Asset Management
Massachusetts
– -$404K -2,650 Closed
BP
1953
BBR Partners
New York
– -$393K -2,580 Closed
PPP
1954
Private Portfolio Partners
New Jersey
– -$383K -2,515 Closed
CCM
1955
CAAS Capital Management
New York
– -$367K -2,500 Closed
CD
1956
Chapin Davis
Maryland
– -$380K -2,490 Closed
FIM
1957
FWL Investment Management
Texas
– -$367K -2,410 Closed
SICM
1958
Sustainable Insight Capital Management
New York
– -$355K -2,330 Closed
BBA
1959
Braun-Bostich & Associates
Pennsylvania
– -$351K -2,305 Closed
SB
1960
Strategic Blueprint
Georgia
– -$348K -2,285 Closed
BB
1961
Busey Bank
Illinois
– -$326K -2,135 Closed
B
1962
Barings
North Carolina
– -$307K -2,015 Closed
AGM
1963
Alpine Global Management
New York
– -$297K -1,950 Closed
HCC
1964
Hirtle Callaghan & Co
Pennsylvania
– -$286K -1,875 Closed
PRS
1965
Pinkerton Retirement Specialists
Idaho
– -$274K -1,795 Closed
NRD
1966
Nebula Research & Development
New York
– -$270K -1,770 Closed
NCM
1967
Novare Capital Management
North Carolina
– -$251K -1,645 Closed
PRC
1968
Pearl River Capital
Michigan
– -$250K -1,640 Closed
EFA
1969
Edge Financial Advisors
Illinois
– -$249K -1,630 Closed
WAS
1970
Wealth Advisory Solutions
Indiana
– -$248K -1,625 Closed
SWA
1971
SFMG Wealth Advisors
Texas
– -$230K -1,510 Closed
PWM
1972
Power Wealth Management
Georgia
– -$227K -1,490 Closed
NJBEST
1973
New Jersey Better Educational Savings Trust
New Jersey
– -$225K -1,475 Closed
CBFP
1974
Cedar Brook Financial Partners
Ohio
– -$223K -1,465 Closed
BCM
1975
BlueCrest Capital Management
Jersey
– -$222K -1,455 Closed
77 78
79
80 81