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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
3426
GM Advisory Group
New York
– -$213K -1,614 Closed
AIFAIM
3427
American Institute for Advanced Investment Management
Arizona
– -$213K -1,612 Closed
PA
3428
PharVision Advisers
Florida
– -$213K -1,612 Closed
WFA
3429
WMG Financial Advisors
Tennessee
– -$208K -1,579 Closed
SFS
3430
Summit Financial Strategies
Ohio
– -$206K -1,559 Closed
BMM
3431
Berkshire Money Management
Massachusetts
– -$206K -1,557 Closed
OIS
3432
OneAscent Investment Solutions
Alabama
– -$206K -1,557 Closed
SFG
3433
Seamount Financial Group
Colorado
– -$205K -1,553 Closed
SGI
3434
Swan Global Investments
Colorado
– -$204K -1,545 Closed
FPGK
3435
Financial Partners Group (Kansas)
Kansas
– -$203K -1,538 Closed
PWS
3436
Precision Wealth Strategies
Missouri
– -$203K -1,536 Closed
LFG
3437
Lockerman Financial Group
California
– -$203K -1,535 Closed
MCAI
3438
Members Capital Advisors Inc
Wisconsin
– -$202K -1,532 Closed
MA
3439
MKT Advisors
California
– -$206K -1,521 Closed
SGC
3440
Slocum, Gordon & Co
Rhode Island
– -$173K -1,308 Closed
OW
3441
Olistico Wealth
Oklahoma
– -$163K -1,232 Closed
BA
3442
Bellwether Advisors
Nebraska
– -$160K -1,215 Closed
PFG
3443
Putney Financial Group
California
– -$127K -961 Closed
OWA
3444
Opal Wealth Advisors
New York
– -$123K -933 Closed
SO
3445
Sierra Ocean
California
– -$114K -865 Closed
AWM
3446
Atticus Wealth Management
Florida
– -$111K -839 Closed
EWA
3447
EQ Wealth Advisors
Texas
– -$106K -802 Closed
PSFG
3448
Park Square Financial Group
Georgia
– -$106K -800 Closed
RAM
3449
Riggs Asset Management
Pennsylvania
– -$88.2K -668 Closed
TPWA
3450
Twin Peaks Wealth Advisors
California
– -$95.9K -653 Closed
136 137
138
139 140