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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
526
Stone House Investment Management
Pennsylvania
– -$1.8K -400 Closed
PTC
527
Private Trust Company
Ohio
– -$1.63K -362 Closed
BTI
528
Blue Trust Inc
Georgia
– -$2K -300 Closed
TVAMP
529
Tennessee Valley Asset Management Partners
Tennessee
– -$1.35K -300 Closed
LFA
530
Level Financial Advisors
New York
– -$1.31K -292 Closed
GWS
531
Glassman Wealth Services
Virginia
– -$1.3K -288 Closed
LPP
532
Life Planning Partners
Florida
– -$1.21K -269 Closed
BCM
533
Bourgeon Capital Management
Connecticut
– -$806 -179 Closed
CCA
534
Criterion Capital Advisors
Tennessee
– -$450 -100 Closed
WCM
535
Winthrop Capital Management
Indiana
– -$257 -57 Closed
EC
536
EdgeRock Capital
Colorado
– -$242 -52 Closed
AA
537
Ancora Advisors
Ohio
– -$225 -50 Closed
VF
538
VitalStone Financial
Texas
– -$149 -40 -24%
OP
539
ORG Partners
Indiana
– -$121 -27 Closed
FAM
540
Fred Alger Management
New York
– -$45 -10 Closed
SL
541
Salomon & Ludwin
Virginia
– -$46 -6 Closed
BBHC
542
Brown Brothers Harriman & Co
New York
– -$23 -5 Closed
CPG
543
Cornerstone Planning Group
New Jersey
– -$14 -3 Closed
UIA
544
Ulland Investment Advisors
Minnesota
– +$275 +74 New
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