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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Carret Asset Management
New York
– -$555K -7,335 Closed
BB
852
Busey Bank
Illinois
– -$532K -7,030 Closed
UB
853
UMB Bank
Missouri
– -$527K -6,971 Closed
JWCA
854
J.W. Cole Advisors
Florida
– -$525K -6,943 Closed
QCIG
855
Quad-Cities Investment Group
Iowa
– -$523K -6,908 Closed
WAAG
856
Wealth Alliance Advisory Group
Kansas
– -$514K -6,794 Closed
SWM
857
Segment Wealth Management
Texas
– -$510K -6,745 Closed
OCM
858
Orser Capital Management
Texas
– -$508K -6,732 Closed
IC
859
InterOcean Capital
Illinois
– -$508K -6,715 Closed
LWM
860
Loveless Wealth Management
Montana
– -$514K -6,713 Closed
VWM
861
Venturi Wealth Management
Texas
– -$507K -6,705 Closed
PGH
862
Partners Group Holding
Switzerland
– -$507K -6,700 Closed
FWP
863
FAS Wealth Partners
Kansas
– -$492K -6,503 Closed
CW
864
CreativeOne Wealth
Kansas
– -$487K -6,432 Closed
MME
865
Meag Munich Ergo
Germany
– -$484K -6,413 Closed
MHIC
866
Marble Harbor Investment Counsel
Massachusetts
– -$484K -6,400 Closed
PV
867
Private Vista
Illinois
– -$479K -6,328 Closed
LFAS
868
Level Four Advisory Services
Texas
– -$476K -6,298 Closed
LPT
869
Legacy Private Trust
Wisconsin
– -$473K -6,251 Closed
LNC
870
Lincoln National Corp
Pennsylvania
– -$472K -6,238 Closed
BHTS
871
Bar Harbor Trust Services
Maine
– -$470K -6,215 Closed
WMA
872
Wealth Management Associates
New Jersey
– -$460K -6,080 Closed
GPWA
873
Great Point Wealth Advisors
Massachusetts
– -$458K -6,055 Closed
LWAC
874
Laurel Wealth Advisors (California)
California
– -$458K -6,046 Closed
HB
875
Homrich & Berg
Georgia
– -$456K -6,025 Closed
33 34
35
36 37