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APA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
501
Stonebridge Capital Advisors
Minnesota
– -$36K -2,690 Closed
BFIM
502
Beese Fulmer Investment Management
Ohio
– -$27K -1,975 Closed
RDWM
503
Red Door Wealth Management
Tennessee
– -$22K -1,691 Closed
CFG
504
Citizens Financial Group
Rhode Island
– -$22K -1,595 Closed
AIM
505
Anchor Investment Management
South Carolina
– -$13.5K -1,000 Closed
OPS
506
Orion Portfolio Solutions
Nebraska
– -$10K -750 Closed
CWP
507
CFM Wealth Partners
Texas
– -$9K -703 Closed
BL
508
Balentine LLC
Georgia
– -$7K -519 Closed
WFMPM
509
Woodley Farra Manion Portfolio Management
Indiana
– -$5K -335 Closed
TI
510
tru Independence
Oregon
– -$4K -300 Closed
HWA
511
HHM Wealth Advisors
Tennessee
– -$3K -200 Closed
SC
512
Steph & Co
Wisconsin
– -$3K -200 Closed
CFA
513
Carroll Financial Associates
North Carolina
– -$2.07K -151 Closed
BC
514
Bartlett & Co
Ohio
– -$2K -140 Closed
BCWM
515
Bartlett & Co Wealth Management
Ohio
– -$1.89K -140 Closed
DAM
516
Delta Asset Management
Tennessee
– -$1.37K -100 -96%
GWMIA
517
Global Wealth Management Investment Advisory
Florida
– -$1K -100 Closed
ST
518
Smithfield Trust
Pennsylvania
– -$1K -100 Closed
AWM
519
Apollon Wealth Management
South Carolina
– -$1K -98 Closed
ABC
520
Associated Banc-Corp
Wisconsin
– +$233 +17 New
FFA
521
Founders Financial Alliance
North Carolina
– +$233 +17 New
BBL
522
Beck Bode LLC
Massachusetts
– +$342 +25 New
OSAM
523
O'Shaughnessy Asset Management
Connecticut
– +$479 +35 New
TFM
524
TFC Financial Management
Massachusetts
– +$685 +50 New
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