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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
2551
New England Professional Planning Group
Rhode Island
– -$1.1M -8,097 Closed
PI
2552
PFS Investments
Georgia
– -$1M -7,571 Closed
MAP
2553
Milestone Advisory Partners
North Carolina
– -$1.21M -7,236 Closed
TC
2554
TwinBeech Capital
New York
– -$836K -6,323 Closed
RHP
2555
Royal Harbor Partners
Texas
– -$730K -5,518 Closed
HSA
2556
Hussman Strategic Advisors
Maryland
– -$701K -5,300 Closed
FFS
2557
Founders Financial Securities
Maryland
– -$688K -5,053 Closed
ACM
2558
Anfield Capital Management
California
– -$602K -4,372 Closed
PP
2559
Professional Planning
California
– -$574K -4,340 Closed
SIC
2560
Sigma Investment Counselors
Michigan
– -$514K -3,883 Closed
BCM
2561
Bienville Capital Management
New York
– -$498K -3,767 Closed
STA
2562
Summit Trail Advisors
New York
– -$462K -3,496 Closed
OWA
2563
Outlook Wealth Advisors
Texas
– -$451K -3,412 Closed
PPWM
2564
PFG Private Wealth Management
Florida
– -$443K -3,347 Closed
DIM
2565
DC Investments Management
Virginia
– -$375K -2,832 Closed
MAA
2566
Mraz Amerine & Associates
California
– -$358K -2,708 Closed
W
2567
Wealthquest
Ohio
– -$354K -2,681 Closed
BWFA
2568
Baltimore-Washington Financial Advisors
Maryland
– -$318K -2,410 Closed
PMA
2569
Prudent Man Advisors
Illinois
– -$317K -2,397 Closed
AIA
2570
Alera Investment Advisors
Illinois
– -$275K -2,082 Closed
SWM
2571
Southern Wealth Management
Texas
– -$275K -2,082 Closed
HC
2572
Hamilton Capital
Ohio
– -$259K -1,956 Closed
CCFM
2573
Clear Creek Financial Management
Washington
– -$252K -1,907 Closed
BHB
2574
Bank Hapoalim BM
Israel
– -$222K -1,678 Closed
HWM
2575
Howard Wealth Management
Connecticut
– -$220K -1,666 Closed
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