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Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
3126
Per Stirling Capital Management
Texas
– -$218K -4,816 Closed
DIM
3127
Delta Investment Management
California
– -$218K -4,807 Closed
RCM
3128
Requisite Capital Management
Texas
– -$218K -4,795 Closed
EB
3129
Emprise Bank
Kansas
– -$215K -4,746 Closed
QIM
3130
Quantitative Investment Management
Virginia
– -$214K -4,736 Closed
NC
3131
NBW Capital
Massachusetts
– -$212K -4,682 Closed
SPW
3132
Sonoma Private Wealth
California
– -$212K -4,673 Closed
NPAN
3133
Northeast Planning Associates NH
New Hampshire
– -$211K -4,660 Closed
TIA
3134
Trust Investment Advisors
Indiana
– -$211K -4,657 Closed
PHIC
3135
Pine Haven Investment Counsel
Massachusetts
– -$211K -4,653 Closed
CWM
3136
Calamos Wealth Management
Illinois
– -$209K -4,606 Closed
WCF
3137
West Coast Financial
California
– -$209K -4,601 Closed
UBP
3138
Union Bancaire Privee
Switzerland
– -$190K -4,572 Closed
CWM
3139
Connecticut Wealth Management
Connecticut
– -$206K -4,544 Closed
OWA
3140
One Wealth Advisors
California
– -$206K -4,539 Closed
SRWM
3141
Shira Ridge Wealth Management
California
– -$206K -4,532 Closed
GWA
3142
Gratus Wealth Advisors
Virginia
– -$205K -4,529 Closed
TCOTS
3143
Trust Company of the South
North Carolina
– -$205K -4,526 Closed
WC
3144
Westhampton Capital
North Carolina
– -$205K -4,515 Closed
SWTS
3145
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$204K -4,507 Closed
HFA
3146
High Falls Advisors
New York
– -$204K -4,496 Closed
FA
3147
Fermata Advisors
California
– -$203K -4,485 Closed
CFG
3148
Compton Financial Group
Maryland
– -$203K -4,473 Closed
LSA
3149
Lansing Street Advisors
Pennsylvania
– -$202K -4,453 Closed
WW
3150
Westshore Wealth
California
– -$202K -4,450 Closed
124 125
126
127 128