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Name Holding Trade Value Shares
Change 		Change in
Stake
PE
1951
Point72 Europe
United Kingdom
– -$194K -3,160 Closed
GWS
1952
Glassman Wealth Services
Virginia
– -$194K -3,154 Closed
PCM
1953
Perritt Capital Management
Illinois
– -$187K -3,038 Closed
TWM
1954
Tradition Wealth Management
Minnesota
– -$144K -2,348 Closed
VIA
1955
Virtus Investment Advisers
Connecticut
– -$111K -1,800 Closed
GAMC
1956
Garner Asset Management Corp
Texas
– -$87.1K -1,554 Closed
SNB
1957
Security National Bank
Nebraska
– -$78.3K -1,275 Closed
AIMA
1958
Ables Iannone Moore & Associates
Georgia
– -$67.6K -1,100 Closed
RAM
1959
Readystate Asset Management
Illinois
– -$62.6K -1,020 Closed
MSWM
1960
McGlone Suttner Wealth Management
Wisconsin
– -$53K -863 Closed
FWM
1961
Focused Wealth Management
New York
– -$40.2K -655 Closed
EC
1962
EdgeRock Capital
Colorado
– -$35.7K -572 Closed
RIM
1963
Rockbridge Investment Management
New York
– -$30.6K -499 Closed
CT
1964
Clearstead Trust
Maine
– -$21.7K -354 Closed
TSW
1965
Thompson Siegel & Walmsley
Virginia
– -$18K -290 Closed
KFP
1966
Keener Financial Planning
Texas
– -$17K -280 Closed
LF
1967
Lee Financial
Texas
– -$15.9K -259 Closed
FA
1968
Financial Avengers
California
– -$15.4K -250 Closed
AP
1969
Advisors Preferred
Maryland
– -$14.2K -231 Closed
DCP
1970
DSM Capital Partners
Florida
– -$13.6K -221 Closed
TCWA
1971
Turtle Creek Wealth Advisors
Texas
– -$12.8K -209 Closed
AFS
1972
Annapolis Financial Services
Maryland
– -$11.1K -180 Closed
DAC
1973
Dividend Assets Capital
South Carolina
– -$9K -150 Closed
UCB
1974
United Community Bank
South Carolina
– -$6.88K -112 Closed
AWM
1975
Ameliora Wealth Management
Switzerland
– -$6.14K -100 Closed
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