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MEDP

Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
751
Abel Hall LLC
Louisiana
– -$312K -649 Closed
NWMG
752
National Wealth Management Group
Ohio
– -$303K -632 Closed
SAM
753
Strategy Asset Managers
California
– -$297K -619 Closed
KAM
754
Knightsbridge Asset Management
California
– -$292K -608 Closed
BMCM
755
Burns Matteson Capital Management
New York
– -$270K -562 Closed
TSW
756
Three Seasons Wealth
Utah
– -$245K -511 Closed
SAI
757
Savvy Advisors Inc
New York
– -$243K -506 Closed
AWC
758
Abundance Wealth Counselors
Pennsylvania
– -$232K -484 Closed
EPG
759
Estate Planners Group
Pennsylvania
– -$229K -477 Closed
KAS
760
Kestra Advisory Services
Texas
– -$228K -474 Closed
CPA
761
Capital Performance Advisors
California
– -$224K -466 Closed
LOAMU
762
Lombard Odier Asset Management (USA)
New York
– -$220K -458 Closed
CW
763
CreativeOne Wealth
Kansas
– -$217K -451 Closed
NWM
764
Northwest Wealth Management
Iowa
– -$215K -448 Closed
PWM
765
Perigon Wealth Management
California
– -$211K -439 Closed
AWM
766
Ariadne Wealth Management
California
– -$210K -438 Closed
LIP
767
Lighthouse Investment Partners
Florida
– -$210K -438 Closed
FFA
768
Florida Financial Advisors
Florida
– -$205K -427 Closed
AT
769
American Trust
Kentucky
– -$203K -422 Closed
ZIM
770
Zacks Investment Management
Illinois
– -$202K -422 Closed
P
771
Palladiem
Pennsylvania
– -$87.8K -175 Closed
CMBA
772
C.M. Bidwell & Associates
Hawaii
– -$72.5K -151 Closed
GM
773
GeoWealth Management
Illinois
– -$59.1K -122 Closed
RFP
774
Root Financial Partners
California
– -$58.6K -122 Closed
CFB
775
Cullen/Frost Bankers
Texas
– -$41.8K -87 Closed
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