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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1001
Simplicity Wealth
New Jersey
– -$377K -2,509 Closed
BFM
1002
Boston Financial Management
Massachusetts
– -$375K -2,494 Closed
MP
1003
McDonald Partners
Ohio
– -$343K -2,281 Closed
BBNA
1004
Bremer Bank National Association
Minnesota
– -$296K -1,969 Closed
LGA
1005
Lebenthal Global Advisors
New York
– -$292K -1,938 Closed
WKWM
1006
Walter & Keenan Wealth Management
Indiana
– -$256K -1,699 Closed
FA
1007
FDx Advisors
Illinois
– -$244K -1,625 Closed
MFG
1008
Merit Financial Group
Georgia
– -$243K -1,613 Closed
FFB
1009
First Financial Bankshares
Texas
– -$234K -1,555 Closed
WF
1010
Wayfinding Financial
Washington
– -$232K -1,544 Closed
MBTD
1011
Mechanics Bank - Trust Department
California
– -$224K -1,490 Closed
3IP
1012
3Chopt Investment Partners
Virginia
– -$222K -1,479 Closed
BBA
1013
Baader Bank Aktiengesellschaft
Germany
– -$222K -1,479 Closed
LGF
1014
LGT Group Foundation
Liechtenstein
– -$222K -1,473 Closed
EIG
1015
Ellenbecker Investment Group
Wisconsin
– -$221K -1,470 Closed
SP
1016
Saranac Partners
– -$219K -1,455 Closed
HBT
1017
Heartland Bank & Trust
Illinois
– -$218K -1,448 Closed
IFWM
1018
Institute for Wealth Management
Colorado
– -$213K -1,416 Closed
EWM
1019
Empirical Wealth Management
Washington
– -$208K -1,383 Closed
C
1020
Certuity
Florida
– -$201K -1,337 Closed
FMB
1021
Field & Main Bank
Kentucky
– -$178K -1,185 Closed
EDRH
1022
Edmond de Rothschild Holding
Switzerland
– -$174K -1,160 Closed
UB
1023
UMB Bank
Missouri
– -$88.9K -591 Closed
WB
1024
Webster Bank
Connecticut
– -$88.2K -586 Closed
CBT
1025
Central Bank & Trust
Kentucky
– -$67.7K -450 Closed
39 40
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42 43