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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3426
BCS Wealth Management
Tennessee
– -$223K -1,690 Closed
SIM
3427
Seaview Investment Managers
Florida
– -$222K -1,680 Closed
MPM
3428
MBB Public Markets
Illinois
– -$220K -1,663 Closed
MEAC
3429
M.E. Allison & Co
Texas
– -$214K -1,619 Closed
GAG
3430
GM Advisory Group
New York
– -$213K -1,614 Closed
AIFAIM
3431
American Institute for Advanced Investment Management
Arizona
– -$213K -1,612 Closed
PA
3432
PharVision Advisers
Florida
– -$213K -1,612 Closed
WFA
3433
WMG Financial Advisors
Tennessee
– -$208K -1,579 Closed
SFS
3434
Summit Financial Strategies
Ohio
– -$206K -1,559 Closed
BMM
3435
Berkshire Money Management
Massachusetts
– -$206K -1,557 Closed
OIS
3436
OneAscent Investment Solutions
Alabama
– -$206K -1,557 Closed
SFG
3437
Seamount Financial Group
Colorado
– -$205K -1,553 Closed
SGI
3438
Swan Global Investments
Colorado
– -$204K -1,545 Closed
FPGK
3439
Financial Partners Group (Kansas)
Kansas
– -$203K -1,538 Closed
PWS
3440
Precision Wealth Strategies
Missouri
– -$203K -1,536 Closed
LFG
3441
Lockerman Financial Group
California
– -$203K -1,535 Closed
MCAI
3442
Members Capital Advisors Inc
Wisconsin
– -$202K -1,532 Closed
MA
3443
MKT Advisors
California
– -$206K -1,521 Closed
SGC
3444
Slocum, Gordon & Co
Rhode Island
– -$173K -1,308 Closed
OW
3445
Olistico Wealth
Oklahoma
– -$163K -1,232 Closed
BA
3446
Bellwether Advisors
Nebraska
– -$160K -1,215 Closed
PFG
3447
Putney Financial Group
California
– -$127K -961 Closed
OWA
3448
Opal Wealth Advisors
New York
– -$123K -933 Closed
SO
3449
Sierra Ocean
California
– -$114K -865 Closed
AWM
3450
Atticus Wealth Management
Florida
– -$111K -839 Closed
136 137
138
139 140