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MEDP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
801
Independent Wealth Network
Iowa
– -$283K -504 Closed
MGIA
802
Moneta Group Investment Advisors
Missouri
– -$283K -503 Closed
EWA
803
EP Wealth Advisors
California
– -$281K -500 Closed
OAM
804
Occidental Asset Management
California
– -$279K -496 Closed
EFS
805
Essex Financial Services
Connecticut
– -$274K -487 Closed
WG
806
Winton Group
United Kingdom
– -$269K -479 Closed
BWM
807
BAM Wealth Management
Colorado
– -$267K -476 Closed
WFA
808
Wellspring Financial Advisors
Ohio
– -$265K -471 Closed
MYIA
809
Mount Yale Investment Advisors
Colorado
– -$263K -468 Closed
RWM
810
Ritholtz Wealth Management
New York
– -$262K -466 Closed
TAM
811
Tucker Asset Management
Colorado
– -$261K -465 Closed
VAS
812
Vestmark Advisory Solutions
Massachusetts
– -$260K -463 Closed
ACA
813
Aptus Capital Advisors
Alabama
– -$253K -450 Closed
VFA
814
Valeo Financial Advisors
Indiana
– -$249K -444 Closed
ACM
815
Aster Capital Management
United Arab Emirates
– -$243K -433 Closed
PCM
816
Prelude Capital Management
New York
– -$242K -430 Closed
FWP
817
Flatrock Wealth Partners
California
– -$238K -423 Closed
HWMO
818
Heritage Wealth Management (Ohio)
Ohio
– -$233K -415 Closed
SFC
819
SYM Financial Corp
Indiana
– -$231K -412 Closed
MAM
820
Mainsail Asset Management
Alabama
– -$229K -407 Closed
DT
821
Diversified Trust
Tennessee
– -$228K -406 Closed
ICP
822
Impact Capital Partners
Colorado
– -$227K -405 Closed
PS
823
Principal Securities
Iowa
– -$225K -400 Closed
IRP
824
Investment Research Partners
Pennsylvania
– -$221K -394 Closed
Lido Advisors
825
Lido Advisors
California
– -$211K -393 Closed
31 32
33
34 35