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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1926
Chatham Capital Group
Georgia
– -$241K -1,500 Closed
TIAM2
1927
Tru Independence Asset Management 2
Oregon
– -$241K -1,500 Closed
VCAM
1928
Van Cleef Asset Management
Ohio
– -$241K -1,500 Closed
VCM
1929
Vision Capital Management
Oregon
– -$241K -1,500 Closed
4WM
1930
44 Wealth Management
Oregon
– -$241K -1,499 Closed
MFG
1931
Mosaic Financial Group
Illinois
– -$241K -1,499 Closed
IC
1932
Inscription Capital
Texas
– -$239K -1,485 Closed
MSWM
1933
McGlone Suttner Wealth Management
Wisconsin
– -$239K -1,485 Closed
FFM
1934
Flagstone Financial Management
Nebraska
– -$238K -1,480 Closed
PPW
1935
Parcion Private Wealth
Washington
– -$237K -1,475 Closed
SP
1936
SmartHarvest Portfolios
Washington
– -$235K -1,458 Closed
TF
1937
Trek Financial
Arizona
– -$234K -1,456 Closed
BBWA
1938
Bell & Brown Wealth Advisors
California
– -$234K -1,455 Closed
CAC
1939
Certified Advisory Corp
Florida
– -$234K -1,455 Closed
KSWWM
1940
Keyes Stange & Wooten Wealth Management
Florida
– -$234K -1,452 Closed
MCM
1941
Maple Capital Management
Vermont
– -$234K -1,452 Closed
TIM
1942
Tortoise Investment Management
New York
– -$234K -1,452 Closed
SOAM
1943
SBI Okasan Asset Management
Japan
– -$244K -1,451 Closed
BFA
1944
Brendel Financial Advisors
New Hampshire
– -$233K -1,449 Closed
TC
1945
TAGStone Capital
North Carolina
– -$233K -1,449 Closed
NW
1946
Naviter Wealth
Arkansas
– -$232K -1,442 Closed
BDPWM
1947
Barnes Dennig Private Wealth Management
Ohio
– -$231K -1,435 Closed
BWM
1948
BCS Wealth Management
Tennessee
– -$231K -1,434 Closed
BFG
1949
Berger Financial Group
Minnesota
– -$231K -1,433 Closed
KFS
1950
Kelly Financial Services
Massachusetts
– -$229K -1,421 Closed
76 77
78
79 80