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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2876
Syntax Advisors
New York
– -$241K -907 Closed
VCG
2877
Vantage Consulting Group
Virginia
– -$241K -907 Closed
TCM
2878
Tufton Capital Management
Maryland
– -$240K -906 Closed
RWA
2879
Rainsberger Wealth Advisors
Colorado
– -$238K -896 Closed
JMFC
2880
J.M. Forbes & Co
Massachusetts
– -$235K -887 Closed
WLPWM
2881
Walled Lake Planning & Wealth Management
Illinois
– -$235K -885 Closed
RPCA
2882
Running Point Capital Advisors
California
– -$234K -882 Closed
AWM
2883
Aevitas Wealth Management
Massachusetts
– -$233K -879 Closed
AWAP
2884
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$233K -879 Closed
BFIM
2885
Beese Fulmer Investment Management
Ohio
– -$233K -878 Closed
TWM
2886
Trevian Wealth Management
Massachusetts
– -$232K -873 Closed
TNB
2887
Thomasville National Bank
Georgia
– -$230K -868 Closed
CCM
2888
Crew Capital Management
Ohio
– -$229K -865 Closed
NDSI
2889
Newman Dignan & Sheerar Inc
Rhode Island
– -$228K -861 Closed
AWA
2890
Archvest Wealth Advisors
California
– -$228K -860 Closed
LFA
2891
Lauterbach Financial Advisors
Texas
– -$228K -859 Closed
SIM
2892
Stratos Investment Management
Ohio
– -$228K -858 Closed
SWP
2893
Summit Wealth Partners
Florida
– -$227K -856 Closed
PD
2894
Planning Directions
Pennsylvania
– -$225K -850 Closed
SPC
2895
Stewart & Patten Company
California
– -$225K -849 Closed
FBFS
2896
First Business Financial Services
Wisconsin
– -$225K -847 Closed
VDI
2897
Vaughan David Investments
Illinois
– -$224K -846 Closed
KC
2898
Kingfisher Capital
North Carolina
– -$224K -843 Closed
PIP
2899
Peachtree Investment Partners
Florida
– -$224K -843 Closed
WAM
2900
Weinberger Asset Management
California
– -$224K -843 Closed
114 115
116
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