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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1901
Ascent Wealth Partners
New York
– -$242K -2,238 Closed
GP
1902
Girard Partners
Pennsylvania
– -$235K -2,175 Closed
XF
1903
XML Financial
Maryland
– -$225K -2,084 Closed
APW
1904
Austin Private Wealth
Texas
– -$225K -2,081 Closed
FIM
1905
Fruth Investment Management
Texas
– -$225K -2,081 Closed
OWA
1906
One Wealth Advisors
California
– -$225K -2,077 Closed
CWM
1907
CCG Wealth Management
California
– -$224K -2,075 Closed
FMC
1908
First Merchants Corp
Indiana
– -$220K -2,035 Closed
CIC
1909
Crawford Investment Counsel
Georgia
– -$217K -2,008 Closed
LCAM
1910
London & Capital Asset Management
United Kingdom
– -$217K -2,005 Closed
BWM
1911
BigSur Wealth Management
Florida
– -$216K -2,000 Closed
SAM
1912
Silphium Asset Management
United Kingdom
– -$216K -2,000 Closed
GAMC
1913
Garner Asset Management Corp
Texas
– -$214K -1,980 Closed
SAM
1914
SP Asset Management
California
– -$214K -1,980 Closed
AWM
1915
Altavista Wealth Management
North Carolina
– -$214K -1,974 Closed
HCP
1916
Holt Capital Partners
Texas
– -$211K -1,950 Closed
MMHP
1917
Murphy Middleton Hinkle & Parker
Georgia
– -$211K -1,950 Closed
CPA
1918
Capital Planning Advisors
California
– -$208K -1,924 Closed
FMBTD
1919
First Midwest Bank Trust Division
Illinois
– -$207K -1,921 Closed
PWLP
1920
Prio Wealth Limited Partnership
Massachusetts
– -$206K -1,901 Closed
FDS
1921
First Dallas Securities
Texas
– -$206K -1,900 Closed
PTP
1922
Platform Technology Partners
New York
– -$205K -1,898 Closed
BWP
1923
Bernardo Wealth Planning
Pennsylvania
– -$202K -1,874 Closed
RB
1924
Rodgers Brothers
Pennsylvania
– -$202K -1,870 Closed
SW
1925
SkyOak Wealth
Michigan
– -$201K -1,861 Closed
75 76
77
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