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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3451
Kiker Wealth Management
Georgia
– -$84K -636 Closed
WR
3452
WD Rutherford
Oregon
– -$83.1K -629 Closed
BFP
3453
Briaud Financial Planning
Texas
– -$79K -599 Closed
QL
3454
Quarry LP
New York
– -$76K -532 Closed
CCM
3455
Carderock Capital Management
Maryland
– -$69.3K -525 Closed
TIM
3456
Total Investment Management
Arizona
– -$62.1K -470 Closed
MWM
3457
MorganRosel Wealth Management
Colorado
– -$59.8K -453 Closed
CWM
3458
CarsonAllaria Wealth Management
Illinois
– -$54.6K -413 Closed
JSAM
3459
J. Safra Asset Management
New York
– -$47.5K -360 Closed
MBFW
3460
Morton Brown Family Wealth
Pennsylvania
– -$33.8K -256 Closed
WCM
3461
WealthTrak Capital Management
Virginia
– -$30.4K -230 Closed
LFA
3462
Legend Financial Advisors
Pennsylvania
– -$28.5K -216 Closed
KSWA
3463
Kathleen S. Wright Associates
Pennsylvania
– -$26.4K -200 Closed
FW
3464
Fairway Wealth
Ohio
– -$19.7K -149 Closed
FC
3465
Family CFO
California
– -$16.5K -125 Closed
CPA
3466
Compass Planning Associates
Massachusetts
– -$14.4K -109 Closed
SA
3467
SRH Advisors
Kansas
– -$13.2K -100 Closed
MAWAG
3468
Mid-American Wealth Advisory Group
Missouri
– -$12.5K -95 Closed
BT
3469
Banque Transatlantique
France
– -$9.49K -70 Closed
LFA
3470
LGT Financial Advisors
Texas
– -$9.08K -69 Closed
LFA
3471
Livelsberger Financial Advisory
Ohio
– -$8.58K -65 Closed
JGCM
3472
Joseph Group Capital Management
Ohio
– -$8.05K -61 Closed
CWIG
3473
Chung Wu Investment Group
Texas
– -$6.6K -50 Closed
IMC
3474
Investment Management Corporation
Virginia
– -$5.49K -42 Closed
DRP
3475
Decker Retirement Planning
Utah
– -$1.98K -15 Closed
136 137 138
139
140