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Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1951
Hudson Value Partners
Florida
– -$204K -3,315 Closed
AM
1952
AGF Management
Ontario, Canada
– -$200K -3,261 Closed
PE
1953
Point72 Europe
United Kingdom
– -$194K -3,160 Closed
GWS
1954
Glassman Wealth Services
Virginia
– -$194K -3,154 Closed
PCM
1955
Perritt Capital Management
Illinois
– -$187K -3,038 Closed
TWM
1956
Tradition Wealth Management
Minnesota
– -$144K -2,348 Closed
VIA
1957
Virtus Investment Advisers
Connecticut
– -$111K -1,800 Closed
GAMC
1958
Garner Asset Management Corp
Texas
– -$87.1K -1,554 Closed
SNB
1959
Security National Bank
Nebraska
– -$78.3K -1,275 Closed
AIMA
1960
Ables Iannone Moore & Associates
Georgia
– -$67.6K -1,100 Closed
RAM
1961
Readystate Asset Management
Illinois
– -$62.6K -1,020 Closed
MSWM
1962
McGlone Suttner Wealth Management
Wisconsin
– -$53K -863 Closed
FWM
1963
Focused Wealth Management
New York
– -$40.2K -655 Closed
EC
1964
EdgeRock Capital
Colorado
– -$35.7K -572 Closed
RIM
1965
Rockbridge Investment Management
New York
– -$30.6K -499 Closed
CT
1966
Clearstead Trust
Maine
– -$21.7K -354 Closed
TSW
1967
Thompson Siegel & Walmsley
Virginia
– -$18K -290 Closed
KFP
1968
Keener Financial Planning
Texas
– -$17K -280 Closed
LF
1969
Lee Financial
Texas
– -$15.9K -259 Closed
FA
1970
Financial Avengers
California
– -$15.4K -250 Closed
AP
1971
Advisors Preferred
Maryland
– -$14.2K -231 Closed
DCP
1972
DSM Capital Partners
Florida
– -$13.6K -221 Closed
TCWA
1973
Turtle Creek Wealth Advisors
Texas
– -$12.8K -209 Closed
AFS
1974
Annapolis Financial Services
Maryland
– -$11.1K -180 Closed
DAC
1975
Dividend Assets Capital
South Carolina
– -$9K -150 Closed
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79
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