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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3476
Kaydan Wealth Management
Michigan
– -$225K -1,502 Closed
JG
3477
Jain Global
New York
– -$225K -1,501 Closed
OWM
3478
Orgel Wealth Management
Wisconsin
– -$225K -1,500 Closed
PFG
3479
Prosperity Financial Group
California
– -$225K -1,498 Closed
FF
3480
Farrell Financial
New York
– -$224K -1,497 Closed
LWM
3481
Level Wealth Management
North Carolina
– -$224K -1,493 Closed
PRTG
3482
Post Resch Tallon Group
New York
– -$222K -1,492 Closed
SJL
3483
Shayne & Jacobs LLC
Tennessee
– -$223K -1,485 Closed
CFP
3484
Curran Financial Partners
South Carolina
– -$222K -1,481 Closed
JCM
3485
Jacobsen Capital Management
Utah
– -$221K -1,474 Closed
CFG
3486
Compton Financial Group
Maryland
– -$219K -1,458 Closed
AFS
3487
Axiom Financial Strategies
Indiana
– -$218K -1,456 Closed
WSWA
3488
Warren Street Wealth Advisors
California
– -$218K -1,456 Closed
HA
3489
HFG Advisors
Ohio
– -$218K -1,454 Closed
DIA
3490
Davidson Investment Advisors
Montana
– -$217K -1,450 Closed
CA
3491
Cache Advisors
California
– -$217K -1,449 Closed
OPOWM
3492
One Plus One Wealth Management
Florida
– -$217K -1,448 Closed
PSCM
3493
Per Stirling Capital Management
Texas
– -$217K -1,446 Closed
LFP
3494
Lakeshore Financial Planning
Michigan
– -$217K -1,444 Closed
CL
3495
CLG LLC
California
– -$216K -1,441 Closed
AIA
3496
Arbor Investment Advisors
North Carolina
– -$216K -1,440 Closed
HCP
3497
Holt Capital Partners
Texas
– -$214K -1,425 Closed
THL
3498
Tillman Hartley LLC
Colorado
– -$214K -1,425 Closed
FWP
3499
Firethorn Wealth Partners
Georgia
– -$213K -1,422 Closed
PFG
3500
Pinnacle Financial Group
Illinois
– -$213K -1,421 Closed
138 139
140
141 142