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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3576
Safir Wealth Advisors
New Hampshire
– -$219K -1,410 Closed
W
3577
Wealthquest
Ohio
– -$219K -1,410 Closed
MFP
3578
Meridian Financial Partners
Virginia
– -$216K -1,407 Closed
GCWM
3579
Graham Capital Wealth Management
District of Columbia
– -$218K -1,405 Closed
LC
3580
Landaas & Company
Wisconsin
– -$218K -1,402 Closed
SRC
3581
Sage Rhino Capital
California
– -$218K -1,401 Closed
KP
3582
Kitching Partners
Pennsylvania
– -$217K -1,400 Closed
RWM
3583
RBA Wealth Management
California
– -$217K -1,400 Closed
LWPC
3584
Legacy Wealth Partners (Colorado)
Colorado
– -$217K -1,397 Closed
HWM
3585
Horizon Wealth Management
Illinois
– -$217K -1,394 Closed
LWM
3586
Level Wealth Management
North Carolina
– -$216K -1,393 Closed
WSWA
3587
Warren Street Wealth Advisors
California
– -$216K -1,392 Closed
DWM
3588
Dynasty Wealth Management
Florida
– -$216K -1,390 Closed
CAAM
3589
Cornerstone Advisors Asset Management
Pennsylvania
– -$215K -1,387 Closed
WW
3590
Westshore Wealth
California
– -$215K -1,387 Closed
TI
3591
Truepoint Inc
Ohio
– -$215K -1,385 Closed
SWP
3592
Summit Wealth Partners
Florida
– -$215K -1,384 Closed
SIA
3593
Sovereign Investment Advisors
Arizona
– -$214K -1,381 Closed
CFA
3594
Churchill Financial Advisors
Kentucky
– -$214K -1,380 Closed
JHC
3595
J. Hagan Capital
Kentucky
– -$214K -1,379 Closed
BAM
3596
Brave Asset Management
New Jersey
– -$213K -1,372 Closed
SIM
3597
SSI Investment Management
California
– -$212K -1,368 Closed
WCM
3598
Warburton Capital Management
Oklahoma
– -$214K -1,364 Closed
MA
3599
McBroom & Associates
Nevada
– -$211K -1,360 Closed
SC
3600
Schubert & Co
Texas
– -$211K -1,360 Closed
142 143
144
145 146