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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3451
EQ Wealth Advisors
Texas
– -$106K -802 Closed
PSFG
3452
Park Square Financial Group
Georgia
– -$106K -800 Closed
RAM
3453
Riggs Asset Management
Pennsylvania
– -$88.2K -668 Closed
TPWA
3454
Twin Peaks Wealth Advisors
California
– -$95.9K -653 Closed
KWM
3455
Kiker Wealth Management
Georgia
– -$84K -636 Closed
WR
3456
WD Rutherford
Oregon
– -$83.1K -629 Closed
BFP
3457
Briaud Financial Planning
Texas
– -$79K -599 Closed
QL
3458
Quarry LP
New York
– -$76K -532 Closed
CCM
3459
Carderock Capital Management
Maryland
– -$69.3K -525 Closed
TIM
3460
Total Investment Management
Arizona
– -$62.1K -470 Closed
MWM
3461
MorganRosel Wealth Management
Colorado
– -$59.8K -453 Closed
CWM
3462
CarsonAllaria Wealth Management
Illinois
– -$54.6K -413 Closed
JSAM
3463
J. Safra Asset Management
New York
– -$47.5K -360 Closed
MBFW
3464
Morton Brown Family Wealth
Pennsylvania
– -$33.8K -256 Closed
WCM
3465
WealthTrak Capital Management
Virginia
– -$30.4K -230 Closed
LFA
3466
Legend Financial Advisors
Pennsylvania
– -$28.5K -216 Closed
KSWA
3467
Kathleen S. Wright Associates
Pennsylvania
– -$26.4K -200 Closed
FW
3468
Fairway Wealth
Ohio
– -$19.7K -149 Closed
FC
3469
Family CFO
California
– -$16.5K -125 Closed
CPA
3470
Compass Planning Associates
Massachusetts
– -$14.4K -109 Closed
SA
3471
SRH Advisors
Kansas
– -$13.2K -100 Closed
MAWAG
3472
Mid-American Wealth Advisory Group
Missouri
– -$12.5K -95 Closed
BT
3473
Banque Transatlantique
France
– -$9.49K -70 Closed
LFA
3474
LGT Financial Advisors
Texas
– -$9.08K -69 Closed
LFA
3475
Livelsberger Financial Advisory
Ohio
– -$8.58K -65 Closed
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