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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1101
Montgomery Investment Management
Maryland
– -$324K -4,800 Closed
WJA
1102
Willis Johnson & Associates
Texas
– -$323K -4,780 Closed
PWM
1103
Perigon Wealth Management
California
– -$320K -4,740 Closed
AMM
1104
American Money Management
California
– -$316K -4,680 Closed
BFA
1105
BMS Financial Advisors
South Dakota
– -$316K -4,680 Closed
FHC
1106
First Heartland Consultants
Missouri
– -$316K -4,680 Closed
SAM
1107
Silvercrest Asset Management
New York
– -$314K -4,650 Closed
QI
1108
Qtron Investments
Massachusetts
– -$313K -4,630 Closed
SIA
1109
Soltis Investment Advisors
Utah
– -$313K -4,630 Closed
HWM
1110
HB Wealth Management
Georgia
– -$310K -4,590 Closed
AWS
1111
AJ Wealth Strategies
New York
– -$309K -4,570 Closed
SA
1112
SWM Advisors
Florida
– -$309K -4,570 Closed
PFG
1113
PAX Financial Group
Texas
– -$308K -4,560 Closed
IC
1114
Intersect Capital
California
– -$305K -4,510 Closed
HIMC
1115
Heritage Investors Management Corp
Maryland
– -$304K -4,500 Closed
CCA
1116
Conservest Capital Advisors
Pennsylvania
– -$299K -4,420 Closed
ACI
1117
Alpha Cubed Investments
California
– -$298K -4,410 Closed
DY
1118
Dowling & Yahnke
California
– -$298K -4,410 Closed
IAP
1119
Indie Asset Partners
Indiana
– -$298K -4,410 Closed
FFM
1120
Forum Financial Management
Illinois
– -$296K -4,390 Closed
HLOC
1121
H.L. Ormond & Company
North Carolina
– -$296K -4,370 Closed
SFA
1122
Sequoia Financial Advisors
Ohio
– -$295K -4,360 Closed
CA
1123
Cullinan Associates
Kentucky
– -$292K -4,320 Closed
WJWM
1124
Williams Jones Wealth Management
New York
– -$292K -4,320 Closed
RDWM
1125
Red Door Wealth Management
Tennessee
– -$291K -4,310 Closed
43 44
45
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