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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2551
Keebeck Wealth Management
Illinois
– -$239K -6,452 Closed
TI
2552
Truepoint Inc
Ohio
– -$239K -6,419 Closed
SEM
2553
Suncoast Equity Management
Florida
– -$236K -6,362 Closed
MCMT
2554
Moon Capital Management (Tennessee)
Tennessee
– -$235K -6,331 Closed
PGCM
2555
Prescott Group Capital Management
Oklahoma
– -$235K -6,324 Closed
NCM
2556
Nelson Capital Management
California
– -$233K -6,279 Closed
JLBC
2557
J.L. Bainbridge & Co
Florida
– -$233K -6,269 Closed
RWMH
2558
Riverpoint Wealth Management Holdings
Illinois
– -$232K -6,242 Closed
AIA
2559
Angeles Investment Advisors
California
– -$231K -6,209 Closed
LF
2560
LifeSteps Financial
California
– -$229K -6,162 Closed
LP
2561
LGL Partners
Pennsylvania
– -$228K -6,147 Closed
FA
2562
Fagan Associates
New York
– -$228K -6,146 Closed
LAIC
2563
Lederer & Associates Investment Counsel
California
– -$228K -6,124 Closed
PDM
2564
Penn Davis McFarland
Texas
– -$226K -6,072 Closed
TCM
2565
Tufton Capital Management
Maryland
– -$224K -6,043 Closed
CCM
2566
Chickasaw Capital Management
Tennessee
– -$222K -5,981 Closed
CWM
2567
Connecticut Wealth Management
Connecticut
– -$222K -5,981 Closed
ACM
2568
Alta Capital Management
Utah
– -$221K -5,958 Closed
VIM
2569
Vista Investment Management
Pennsylvania
– -$221K -5,953 Closed
GIP
2570
Greatmark Investment Partners
Georgia
– -$221K -5,942 Closed
FSCM
2571
Front Street Capital Management
Montana
– -$221K -5,941 Closed
PFC
2572
Phocas Financial Corp
California
– -$220K -5,940 Closed
BCB
2573
Brian C. Broderick
– -$219K -5,902 Closed
SFA
2574
Stewardship Financial Advisors
Georgia
– -$219K -5,896 Closed
NCM
2575
Neumann Capital Management
California
– -$219K -5,890 Closed