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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1851
Pinnacle Wealth Planning Services
Ohio
– -$275K -924 Closed
MWP
1852
Moller Wealth Partners
– -$267K -897 Closed
SAM
1853
Summit Asset Management
Tennessee
– -$265K -890 Closed
CHAM
1854
Clear Harbor Asset Management
Connecticut
– -$262K -879 Closed
FHC
1855
First Heartland Consultants
Missouri
– -$258K -867 Closed
AP
1856
Appleton Partners
Massachusetts
– -$253K -851 Closed
BCM
1857
BTC Capital Management
Iowa
– -$246K -825 Closed
NC
1858
NBW Capital
Massachusetts
– -$238K -801 Closed
MLL
1859
Moody Lynn & Lieberson
Massachusetts
– -$237K -797 Closed
BW
1860
Basepoint Wealth
Iowa
– -$231K -777 Closed
SPWM
1861
Schrum Private Wealth Management
Florida
– -$225K -756 Closed
LEA
1862
Legacy Edge Advisors
New York
– -$222K -745 Closed
AFO
1863
Arrowroot Family Office
California
– -$216K -727 Closed
BBW
1864
Blue Barn Wealth
Utah
– -$215K -722 Closed
TA
1865
TrueWealth Advisors
Alabama
– -$208K -698 Closed
VC
1866
Veracity Capital
Georgia
– -$207K -695 Closed
TCM
1867
Traynor Capital Management
Pennsylvania
– -$205K -689 Closed
FBB
1868
Fulton Breakefield Broenniman
Maryland
– -$204K -684 Closed
MFG
1869
Magnus Financial Group
New York
– -$200K -672 Closed
OFG
1870
Oxford Financial Group
Indiana
– -$200K -672 Closed
IAS
1871
IMA Advisory Services
Colorado
– -$167K -560 Closed
BCP
1872
Blue Chip Partners
Michigan
– -$136K -456 Closed
MFA
1873
McClarren Financial Advisors
Pennsylvania
– -$252K -365 Closed
MWA
1874
MFA Wealth Advisors
Pennsylvania
– -$93.2K -313 Closed
HGERS
1875
Householder Group Estate & Retirement Specialist
Arizona
– -$77K -260 Closed
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