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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1226
Essex Investment Management
Massachusetts
$7K – – –
OAJ
1227
Ogorek Anthony Joseph
New York
$7K – – –
WEC
1228
Winslow Evans & Crocker
Massachusetts
$7K – – –
BHWM
1229
Bay Harbor Wealth Management
Maryland
$6K – – –
FCM
1230
Firestone Capital Management
Florida
$6K – – –
MF
1231
Manchester Financial
California
$6K – – –
RG
1232
Retirement Group
California
$6K +$5.25K +23 New
HWA
1233
HHM Wealth Advisors
Tennessee
$6K +$5.71K +25 New
APWA
1234
Atlas Private Wealth Advisors
New Jersey
$5K +$4.79K +21 New
LAS
1235
Lloyd Advisory Services
Georgia
$4K – – –
JWM
1236
Janiczek Wealth Management
Colorado
$4K +$3.42K +15 New
ETC
1237
Exchange Traded Concepts
Oklahoma
$4K +$3.65K +16 New
TAIM
1238
TD Ameritrade Investment Management
Nebraska
$3K -$457 -2 -15%
CWC
1239
Carolinas Wealth Consulting
North Carolina
$3K +$3.2K +14 New
NC
1240
NewSquare Capital
Pennsylvania
$2K -$7.99K -35 -78%
AWM
1241
Avior Wealth Management
Nebraska
$2K – – –
EWP
1242
Engrave Wealth Partners
Texas
$2K – – –
PP
1243
Pacifica Partners
Canada
$2K – – –
MFT
1244
Moisand Fitzgerald Tamayo
Florida
$2K +$1.37K +6 +300%
FFC
1245
First Financial Corp
Indiana
$2K +$2.28K +10 New
BWM
1246
BerganKDV Wealth Management
Minnesota
$1K – – –
UFF
1247
USA Financial Formulas
Michigan
$1K +$913 +4 +400%
TI
1248
tru Independence
Oregon
$154 -$46.1K -202 -24%
WIM
1249
Westside Investment Management
California
$24 +$228 +1 +1%
VM
1250
Valinor Management
New York
– -$41M -205,498 Closed
48 49
50
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