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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3026
Maple Capital Management
Vermont
– -$221K -7,826 Closed
HAFS
3027
Hapanowicz & Associates Financial Services
Pennsylvania
– -$221K -7,815 Closed
AG
3028
Advocate Group
Minnesota
– -$220K -7,787 Closed
CWA
3029
Consilio Wealth Advisors
Washington
– -$220K -7,787 Closed
SGFG
3030
Silver Grove Financial Group
New York
– -$220K -7,779 Closed
HFS
3031
Hoge Financial Services
Pennsylvania
– -$220K -7,773 Closed
AWCI
3032
Alpine Woods Capital Investors
New York
– -$219K -7,771 Closed
BTWM
3033
Baker Tilly Wealth Management
Wisconsin
– -$219K -7,744 Closed
GIM
3034
Generali Investments Management
Slovenia
– -$218K -7,704 Closed
AL
3035
Aspiriant LLC
California
– -$217K -7,687 Closed
AF
3036
Atala Financial
California
– -$217K -7,687 Closed
JWM
3037
JGP Wealth Management
Oregon
– -$207K -7,656 Closed
WIM
3038
Warwick Investment Management
Texas
– -$216K -7,651 Closed
FWM
3039
FMB Wealth Management
California
– -$216K -7,636 Closed
AB
3040
ANB Bank
Colorado
– -$215K -7,628 Closed
PWP
3041
Perfromance Wealth Partners
Illinois
– -$215K -7,628 Closed
GCC
3042
Guardian Capital (Canada)
Ontario, Canada
– -$215K -7,612 Closed
AGC
3043
Aspen Grove Capital
Colorado
– -$215K -7,607 Closed
VBCG
3044
Valley Brook Capital Group
Pennsylvania
– -$215K -7,600 Closed
OIM
3045
Oder Investment Management
California
– -$214K -7,591 Closed
AA
3046
AF Advisors
California
– -$214K -7,587 Closed
MWA
3047
Motive Wealth Advisors
Michigan
– -$214K -7,587 Closed
SPP
3048
Single Point Partners
Massachusetts
– -$214K -7,587 Closed
PCM
3049
Payne Capital Management
New York
– -$214K -7,572 Closed
LODC
3050
Lanham O'Dell & Company
West Virginia
– -$214K -7,571 Closed
120 121
122
123 124