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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1526
Charter Oak Capital Management
New Hampshire
– -$62K -258 Closed
CA
1527
CoreCap Advisors
Michigan
– -$60K -251 Closed
RIM
1528
Rockbridge Investment Management
New York
– -$39.7K -165 Closed
DCM
1529
Disciplina Capital Management
Tennessee
– -$36.6K -152 Closed
HFS
1530
Heritage Financial Services
Massachusetts
– -$36K -151 Closed
CWM
1531
Curi Wealth Management
North Carolina
– -$30K -125 Closed
BFG
1532
Baron Financial Group
New Jersey
– -$24K -100 Closed
RG
1533
Retirement Group
California
– -$20K -84 Closed
SFG
1534
Steward Financial Group
Texas
– -$18K -78 Closed
SC
1535
Siena Capital
Ohio
– -$12K -50 Closed
TCM
1536
Tradewinds Capital Management
Washington
– -$12K -48 Closed
LFASL
1537
Lugano Financial Advisors SA (LFA)
Switzerland
– -$10K -44 Closed
WOSD
1538
WFA of San Diego
California
– -$11K -44 Closed
GKIM
1539
GW&K Investment Management
Massachusetts
– -$9K -36 Closed
PO
1540
Private Ocean
California
– -$8K -36 Closed
LC
1541
Legacy CG
Texas
– -$7K -31 Closed
IHWM
1542
Iron Horse Wealth Management
Iowa
– -$6K -25 Closed
CHA
1543
Carmichael Hill & Associates
Maryland
– -$1K -6 Closed
JG
1544
Jefferies Group
New York
– -$1.44K -6 Closed
TWP
1545
TFO Wealth Partners
Ohio
– -$1K -3 Closed
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