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NOK

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
– -$57.2K -11,649 Closed
SPC
502
Sigma Planning Corp
Michigan
– -$56.6K -11,526 Closed
BAM
503
Belpointe Asset Management
Nevada
– -$51.5K -10,480 Closed
SW
504
SVB Wealth
Massachusetts
– -$51.2K -10,438 Closed
TNA
505
True North Advisors
Texas
– -$49.1K -10,000 Closed
EI
506
Ellevest Inc
New York
– -$17.1K -3,475 Closed
BAAM
507
Baker Avenue Asset Management
California
– -$15.4K -3,129 Closed
TWM
508
Tradition Wealth Management
Minnesota
– -$12K -2,400 Closed
SSC
509
Syverson Strege & Co
Iowa
– -$8.67K -1,766 Closed
CG
510
Cutler Group
California
– -$5.4K -1,277 -85%
AWM
511
Atticus Wealth Management
Florida
– -$4.91K -1,000 Closed
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.91K -1,000 Closed
MCI
513
MRP Capital Investments
Georgia
– -$4.91K -1,000 Closed
SC
514
Schubert & Co
Texas
– -$4.66K -948 Closed
TWA
515
TCI Wealth Advisors
Arizona
– -$4.64K -944 Closed
AWM
516
Accel Wealth Management
Iowa
– -$4.61K -938 Closed
CAM
517
Chesapeake Asset Management
New York
– -$3.68K -750 Closed
BF
518
BOK Financial
Oklahoma
– -$3.38K -688 Closed
ST
519
Sageworth Trust
Pennsylvania
– -$3.36K -685 Closed
KM
520
Kalos Management
Georgia
– -$2.93K -597 Closed
TWD
521
True Wealth Design
Ohio
– -$2.46K -500 Closed
MCM
522
MV Capital Management
Maryland
– -$1.85K -377 Closed
MCM
523
Manchester Capital Management
Vermont
– -$1.42K -290 Closed
BCPWM
524
Bradley & Co Private Wealth Management
Florida
– -$972 -198 Closed
ARS
525
Adirondack Retirement Specialists
New York
– -$496 -101 Closed
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