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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1051
The Family Firm
Maryland
– -$244K -2,421 Closed
SVWAG
1052
Sound View Wealth Advisors Group
Georgia
– -$242K -2,398 Closed
FNT
1053
First National Trust
Pennsylvania
– -$241K -2,395 Closed
WWM
1054
Windsor Wealth Management
Indiana
– -$241K -2,392 Closed
NP
1055
NorthRock Partners
Minnesota
– -$239K -2,373 Closed
WI
1056
Wintrust Investments
Illinois
– -$237K -2,356 Closed
TNBTD
1057
Trustmark National Bank Trust Department
Mississippi
– -$237K -2,350 Closed
HTC
1058
Haverford Trust Company
Pennsylvania
– -$237K -2,348 Closed
VWM
1059
Venturi Wealth Management
Texas
– -$235K -2,335 Closed
EI
1060
Ethic Inc
New York
– -$234K -2,326 Closed
HFG
1061
Heron Financial Group
New York
– -$242K -2,326 Closed
HIC
1062
Holderness Investments Company
North Carolina
– -$234K -2,325 Closed
FMBTD
1063
First Midwest Bank Trust Division
Illinois
– -$233K -2,317 Closed
CWM
1064
Cornerstone Wealth Management
Missouri
– -$233K -2,313 Closed
BMC
1065
Beaton Management Company
Massachusetts
– -$233K -2,310 Closed
MIM
1066
Marco Investment Management
Georgia
– -$232K -2,302 Closed
WA
1067
WealthTrust Axiom
Pennsylvania
– -$229K -2,280 Closed
CL
1068
CPWM LLC
Washington
– -$228K -2,268 Closed
CCM
1069
Crabel Capital Management
California
– -$228K -2,262 Closed
GD
1070
Grandfield & Dodd
New York
– -$228K -2,259 Closed
CGL
1071
Clarius Group LLC
Washington
– -$228K -2,251 Closed
FBB
1072
Fulton Breakefield Broenniman
Maryland
– -$226K -2,242 Closed
FNBOH
1073
First National Bank of Hutchinson
Kansas
– -$222K -2,200 Closed
JWM
1074
JGP Wealth Management
Oregon
– -$223K -2,192 Closed
TBNY
1075
Trustco Bank (New York)
New York
– -$218K -2,166 Closed
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