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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
3551
Cardinal Strategic Wealth Guidance
Kentucky
– -$219K -1,442 Closed
NFA
3552
Northwest Financial Advisors
Virginia
– -$218K -1,436 Closed
AA
3553
Aire Advisors
California
– -$217K -1,428 Closed
IWA
3554
IBEX Wealth Advisors
New Jersey
– -$217K -1,426 Closed
HFS
3555
Heritage Financial Services
Massachusetts
– -$216K -1,423 Closed
EI
3556
Ellevest Inc
New York
– -$216K -1,421 Closed
PCM
3557
Pennsylvania Capital Management
Pennsylvania
– -$215K -1,415 Closed
MEAC
3558
M.E. Allison & Co
Texas
– -$215K -1,413 Closed
MF
3559
Meridian Financial
Massachusetts
– -$213K -1,402 Closed
PIFP
3560
Partners in Financial Planning
Virginia
– -$213K -1,399 Closed
PWA
3561
Peterson Wealth Advisors
Utah
– -$209K -1,395 Closed
SWM
3562
SilverOak Wealth Management
Minnesota
– -$211K -1,388 Closed
AL
3563
ADE LLC
Maryland
– -$210K -1,378 Closed
WFA
3564
Wade Financial Advisory
California
– -$209K -1,374 Closed
LCS
3565
Levin Capital Strategies
New York
– -$206K -1,357 Closed
SLWA
3566
San Luis Wealth Advisors
California
– -$206K -1,356 Closed
CFO
3567
Collective Family Office
Pennsylvania
– -$206K -1,355 Closed
MIM
3568
Meixler Investment Management
Arizona
– -$205K -1,350 Closed
AF
3569
Aldebaran Financial
– -$203K -1,338 Closed
AFGAS
3570
Allegiance Financial Group Advisory Services
Virginia
– -$203K -1,332 Closed
MWM
3571
MGB Wealth Management
Texas
– -$202K -1,328 Closed
CCM
3572
Canal Capital Management
Virginia
– -$202K -1,325 Closed
RFA
3573
ROI Financial Advisors
Oregon
– -$201K -1,321 Closed
MWP
3574
Meridian Wealth Partners
Pennsylvania
– -$200K -1,315 Closed
FFA
3575
Fairfield Financial Advisors
Massachusetts
– -$197K -1,298 Closed
141 142
143
144 145