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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
776
Fiduciary Planning
Florida
– -$237K -1,057 Closed
IFWM
777
Institute for Wealth Management
Colorado
– -$225K -1,056 Closed
AFG
778
Arkansas Financial Group
Arkansas
– -$212K -1,000 Closed
FMC
779
First Merchants Corp
Indiana
– -$213K -1,000 Closed
WCA
780
Westover Capital Advisors
Delaware
– -$213K -1,000 Closed
SPI
781
Santori & Peters Inc
Pennsylvania
– -$211K -992 Closed
EH
782
Employers Holdings
Nevada
– -$210K -985 Closed
GT
783
Greenleaf Trust
Michigan
– -$209K -981 Closed
CCM
784
Coldstream Capital Management
Washington
– -$205K -962 Closed
GC
785
Grimes & Company
Massachusetts
– -$205K -961 Closed
GSBTD
786
Glenview State Bank Trust Department
Illinois
– -$204K -956 Closed
KA
787
Klingman & Associates
New York
– -$203K -952 Closed
RA
788
Rational Advisors
New York
– -$150K -705 Closed
BAMG
789
Brand Asset Management Group
Missouri
– -$147K -692 Closed
RP
790
Rowlandmiller & Partners
Georgia
– -$143K -673 Closed
GDP
791
Great Diamond Partners
Maine
– -$111K -523 Closed
AA
792
Argent Advisors
Louisiana
– -$100K -461 Closed
GLI
793
Guardian Life Insurance
New York
– -$93K -439 Closed
SSWG
794
Seven Springs Wealth Group
Tennessee
– -$72K -338 Closed
NSB
795
Norway Savings Bank
Maine
– -$64K -300 Closed
ACM
796
Anfield Capital Management
California
– -$65K -291 Closed
RIA
797
Realta Investment Advisors
Delaware
– -$45K -216 Closed
PCM
798
Pinz Capital Management
New York
– -$43K -200 Closed
CLOS
799
Compagnie Lombard Odier SCmA
Switzerland
– -$21K -100 Closed
ACM
800
Allred Capital Management
Texas
– -$14.1K -66 Closed
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