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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3426
Chronos Wealth Management
Florida
– -$253K -1,443 Closed
PCMK
3427
Paragon Capital Management (Kansas)
Kansas
– -$249K -1,424 Closed
UL
3428
Unionview LLC
Washington
– -$248K -1,417 Closed
AFS
3429
Axiom Financial Strategies
Indiana
– -$246K -1,407 Closed
SC
3430
Sepio Capital
Utah
– -$245K -1,402 Closed
BMM
3431
Berkshire Money Management
Massachusetts
– -$240K -1,373 Closed
SI
3432
Saxon Interests
Texas
– -$239K -1,368 Closed
ACM
3433
Ategra Capital Management
Virginia
– -$239K -1,363 Closed
SLC
3434
Second Line Capital
Louisiana
– -$234K -1,327 Closed
AG
3435
Algert Global
California
– -$224K -1,282 Closed
NJBEST
3436
New Jersey Better Educational Savings Trust
New Jersey
– -$224K -1,282 Closed
PWA
3437
Peterson Wealth Advisors
Utah
– -$223K -1,277 Closed
NLP
3438
Next Level Private
New York
– -$223K -1,276 Closed
CIG
3439
Cascade Investment Group
Colorado
– -$223K -1,273 Closed
DBG
3440
De Burlo Group
Massachusetts
– -$221K -1,262 Closed
DPI
3441
Diversified Portfolios Inc
Michigan
– -$218K -1,245 Closed
CFSG
3442
Community Financial Services Group
Vermont
– -$213K -1,217 Closed
AFP
3443
Alpha Financial Partners
Kentucky
– -$213K -1,216 Closed
BWCS
3444
Beirne Wealth Consulting Services
Connecticut
– -$213K -1,211 Closed
IA
3445
Inspire Advisors
Idaho
– -$211K -1,206 Closed
FCM
3446
Fourpath Capital Management
Oklahoma
– -$211K -1,205 Closed
BWFA
3447
Baltimore-Washington Financial Advisors
Maryland
– -$210K -1,200 Closed
LAM
3448
Lifestyle Asset Management
Texas
– -$209K -1,197 Closed
PCI
3449
Planning Center Inc
Illinois
– -$209K -1,194 Closed
AA
3450
Aufman Associates
Pennsylvania
– -$208K -1,191 Closed
136 137
138
139 140