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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2801
Pennsylvania Capital Management
Pennsylvania
– -$228K -1,609 Closed
MFS
2802
Mirabella Financial Services
United Kingdom
– -$215K -1,516 Closed
SAG
2803
Spotlight Asset Group
Illinois
– -$214K -1,512 Closed
LTI
2804
Laffer Tengler Investments
Tennessee
– -$189K -1,334 Closed
MF
2805
Manchester Financial
California
– -$176K -1,243 Closed
CAC
2806
Certified Advisory Corp
Florida
– -$172K -1,219 Closed
MLFP
2807
MPS Loria Financial Planners
Illinois
– -$139K -986 Closed
HI
2808
Human Investing
Oregon
– -$139K -984 Closed
LGWM
2809
Litman Gregory Wealth Management
California
– -$126K -892 Closed
SLF
2810
Sun Life Financial
Ontario, Canada
– -$116K -822 Closed
AJ
2811
Ashburton (Jersey)
Jersey
– -$114K -807 Closed
SCA
2812
Stuart Chaussee & Associates
California
– -$113K -798 Closed
GC
2813
Grace Capital
Massachusetts
– -$92K -650 Closed
SFMG
2814
Sage Financial Management Group
Virginia
– -$83K -589 Closed
TCWM
2815
Total Clarity Wealth Management
Illinois
– -$82K -579 Closed
WCM
2816
Wealthcare Capital Management
Virginia
– -$74K -526 Closed
FP
2817
Fiduciary Planning
Florida
– -$50K -352 Closed
GIA
2818
Goodwin Investment Advisory
Georgia
– -$46K -323 Closed
FQ
2819
First Quadrant
California
– -$29K -206 Closed
EW
2820
Emerson Wealth
Michigan
– -$28K -200 Closed
RWG
2821
Regal Wealth Group
California
– -$26K -180 Closed
FRA
2822
Front Row Advisors
California
– -$22K -156 Closed
FFC
2823
Fure Financial Corporation
Minnesota
– -$15K -111 Closed
CP
2824
Corbenic Partners
Pennsylvania
– -$14K -102 Closed
AI
2825
ArchPoint Investors
Florida
– -$14K -100 Closed
110 111 112
113
114