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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
3451
Planning Center Inc
Illinois
– -$209K -1,194 Closed
AA
3452
Aufman Associates
Pennsylvania
– -$208K -1,191 Closed
RPGK
3453
Retirement Planning Group (Kansas)
Kansas
– -$208K -1,189 Closed
CPRC
3454
Consolidated Portfolio Review Corp
New York
– -$207K -1,183 Closed
WA
3455
Waterford Advisors
New York
– -$207K -1,183 Closed
NRW
3456
Nova R Wealth
Kansas
– -$206K -1,179 Closed
SCA
3457
Scott Capital Advisors
Oregon
– -$201K -1,176 Closed
SIAG
3458
Safeguard Investment Advisory Group
California
– -$205K -1,171 Closed
AF
3459
Apollon Financial
South Carolina
– -$205K -1,169 Closed
MWA
3460
Motive Wealth Advisors
Michigan
– -$204K -1,165 Closed
PSP
3461
Pacific Sage Partners
Washington
– -$203K -1,157 Closed
CW
3462
Cook Wealth
North Carolina
– -$202K -1,154 Closed
HFA
3463
High Falls Advisors
New York
– -$202K -1,152 Closed
AMG
3464
Advisors Management Group
Wisconsin
– -$201K -1,151 Closed
HIP
3465
Harrell Investment Partners
Texas
– -$201K -1,146 Closed
KNFPWM
3466
Keeler & Nadler Financial Planning & Wealth Management
Ohio
– -$201K -1,146 Closed
LP
3467
LGL Partners
Pennsylvania
– -$201K -1,146 Closed
CAM
3468
Campion Asset Management
Virginia
– -$200K -1,145 Closed
FSWA
3469
Financial Synergies Wealth Advisors
Texas
– -$172K -982 Closed
FFWM
3470
Future Financial Wealth Management
Ohio
– -$160K -915 Closed
FIM
3471
Fernwood Investment Management
Massachusetts
– -$141K -805 Closed
MAWCM
3472
Mine & Arao Wealth Creation & Management
California
– -$100K -574 Closed
GCM
3473
Gladius Capital Management
Illinois
– -$90.8K -519 Closed
CCM
3474
Copeland Capital Management
Pennsylvania
– -$87.5K -500 Closed
IPW
3475
Impact Partnership Wealth
Georgia
– -$82.3K -470 Closed
136 137 138
139
140