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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1851
Clear Harbor Asset Management
Connecticut
– -$262K -879 Closed
FHC
1852
First Heartland Consultants
Missouri
– -$258K -867 Closed
AP
1853
Appleton Partners
Massachusetts
– -$253K -851 Closed
BCM
1854
BTC Capital Management
Iowa
– -$246K -825 Closed
NC
1855
NBW Capital
Massachusetts
– -$238K -801 Closed
MLL
1856
Moody Lynn & Lieberson
Massachusetts
– -$237K -797 Closed
BW
1857
Basepoint Wealth
Iowa
– -$231K -777 Closed
SPWM
1858
Schrum Private Wealth Management
Florida
– -$225K -756 Closed
LEA
1859
Legacy Edge Advisors
New York
– -$222K -745 Closed
AFO
1860
Arrowroot Family Office
California
– -$216K -727 Closed
BBW
1861
Blue Barn Wealth
Utah
– -$215K -722 Closed
TA
1862
TrueWealth Advisors
Alabama
– -$208K -698 Closed
VC
1863
Veracity Capital
Georgia
– -$207K -695 Closed
TCM
1864
Traynor Capital Management
Pennsylvania
– -$205K -689 Closed
FBB
1865
Fulton Breakefield Broenniman
Maryland
– -$204K -684 Closed
MFG
1866
Magnus Financial Group
New York
– -$200K -672 Closed
OFG
1867
Oxford Financial Group
Indiana
– -$200K -672 Closed
IAS
1868
IMA Advisory Services
Colorado
– -$167K -560 Closed
BCP
1869
Blue Chip Partners
Michigan
– -$136K -456 Closed
MFA
1870
McClarren Financial Advisors
Pennsylvania
– -$252 -365 Closed
MWA
1871
MFA Wealth Advisors
Pennsylvania
– -$93.2K -313 Closed
HGERS
1872
Householder Group Estate & Retirement Specialist
Arizona
– -$77K -260 Closed
GSEP
1873
Golden State Equity Partners
California
– -$74.7K -251 Closed
JPWM
1874
Jamison Private Wealth Management
Georgia
– -$73.6K -247 Closed
MRC
1875
Millburn Ridgefield Corp
New York
– -$69.7K -234 Closed
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