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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
3576
Great Diamond Partners
Maine
– -$250K -1,472 Closed
FAG
3577
Fortitude Advisory Group
Washington
– -$250K -1,471 Closed
TW
3578
Traveka Wealth
California
– -$247K -1,455 Closed
CWMS
3579
Cannon Wealth Management Services
North Carolina
– -$247K -1,452 Closed
SF
3580
Safeguard Financial
Wisconsin
– -$246K -1,447 Closed
WAG
3581
Windsor Advisory Group
Ohio
– -$244K -1,435 Closed
HAM
3582
Harmony Asset Management
Arizona
– -$241K -1,414 Closed
WN
3583
Williams & Novak
California
– -$240K -1,414 Closed
WMP
3584
Wealth Management Partners
Arizona
– -$239K -1,408 Closed
SHFP
3585
Second Half Financial Partners
Florida
– -$239K -1,404 Closed
TA
3586
TruWealth Advisors
Louisiana
– -$236K -1,387 Closed
AW
3587
Alaethes Wealth
Nevada
– -$235K -1,383 Closed
PGWM
3588
Parisi Gray Wealth Management
New Jersey
– -$234K -1,377 Closed
IAM
3589
Impact Asset Management
– -$233K -1,370 Closed
HFW
3590
Horizon Family Wealth
Illinois
– -$231K -1,358 Closed
HIF
3591
Hill Island Financial
Michigan
– -$231K -1,357 Closed
PFA
3592
Pathway Financial Advisors
Vermont
– -$231K -1,356 Closed
PFM
3593
Phillips Financial Management
Indiana
– -$230K -1,350 Closed
DIP
3594
Davis Investment Partners
North Carolina
– -$227K -1,339 Closed
CWA
3595
CJM Wealth Advisers
Virginia
– -$227K -1,338 Closed
HFF
3596
Halter Ferguson Financial
Indiana
– -$227K -1,332 Closed
SA
3597
Stewardship Advisors
Pennsylvania
– -$223K -1,314 Closed
WJA
3598
Willis Johnson & Associates
Texas
– -$223K -1,312 Closed
BHA
3599
Beech Hill Advisors
New York
– -$223K -1,310 Closed
AMG
3600
Advisors Management Group
Wisconsin
– -$222K -1,308 Closed
142 143
144
145 146