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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
W
3551
Wealthquest
Ohio
– -$219K -1,410 Closed
MFP
3552
Meridian Financial Partners
Virginia
– -$216K -1,407 Closed
GCWM
3553
Graham Capital Wealth Management
District of Columbia
– -$218K -1,405 Closed
LC
3554
Landaas & Company
Wisconsin
– -$218K -1,402 Closed
SRC
3555
Sage Rhino Capital
California
– -$218K -1,401 Closed
KP
3556
Kitching Partners
Pennsylvania
– -$217K -1,400 Closed
RWM
3557
RBA Wealth Management
California
– -$217K -1,400 Closed
LWPC
3558
Legacy Wealth Partners (Colorado)
Colorado
– -$217K -1,397 Closed
HWM
3559
Horizon Wealth Management
Illinois
– -$217K -1,394 Closed
LWM
3560
Level Wealth Management
North Carolina
– -$216K -1,393 Closed
WSWA
3561
Warren Street Wealth Advisors
California
– -$216K -1,392 Closed
DWM
3562
Dynasty Wealth Management
Florida
– -$216K -1,390 Closed
CAAM
3563
Cornerstone Advisors Asset Management
Pennsylvania
– -$215K -1,387 Closed
WW
3564
Westshore Wealth
California
– -$215K -1,387 Closed
TI
3565
Truepoint Inc
Ohio
– -$215K -1,385 Closed
SWP
3566
Summit Wealth Partners
Florida
– -$215K -1,384 Closed
SIA
3567
Sovereign Investment Advisors
Arizona
– -$214K -1,381 Closed
CFA
3568
Churchill Financial Advisors
Kentucky
– -$214K -1,380 Closed
JHC
3569
J. Hagan Capital
Kentucky
– -$214K -1,379 Closed
BAM
3570
Brave Asset Management
New Jersey
– -$213K -1,372 Closed
SIM
3571
SSI Investment Management
California
– -$212K -1,368 Closed
WCM
3572
Warburton Capital Management
Oklahoma
– -$214K -1,364 Closed
MA
3573
McBroom & Associates
Nevada
– -$211K -1,360 Closed
SC
3574
Schubert & Co
Texas
– -$211K -1,360 Closed
AA
3575
Aire Advisors
California
– -$211K -1,359 Closed
141 142
143
144 145