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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3576
Baron Wealth Management
Michigan
– -$268K -1,577 Closed
CMBA
3577
C.M. Bidwell & Associates
Hawaii
– -$266K -1,565 Closed
CWA
3578
Centennial Wealth Advisory
Michigan
– -$261K -1,532 Closed
BAM
3579
Brave Asset Management
New Jersey
– -$255K -1,502 Closed
GDP
3580
Great Diamond Partners
Maine
– -$250K -1,472 Closed
FAG
3581
Fortitude Advisory Group
Washington
– -$250K -1,471 Closed
TW
3582
Traveka Wealth
California
– -$247K -1,455 Closed
CWMS
3583
Cannon Wealth Management Services
North Carolina
– -$247K -1,452 Closed
SF
3584
Safeguard Financial
Wisconsin
– -$246K -1,447 Closed
WAG
3585
Windsor Advisory Group
Ohio
– -$244K -1,435 Closed
HAM
3586
Harmony Asset Management
Arizona
– -$241K -1,414 Closed
WN
3587
Williams & Novak
California
– -$240K -1,414 Closed
WMP
3588
Wealth Management Partners
Arizona
– -$239K -1,408 Closed
SHFP
3589
Second Half Financial Partners
Florida
– -$239K -1,404 Closed
TA
3590
TruWealth Advisors
Louisiana
– -$236K -1,387 Closed
AW
3591
Alaethes Wealth
Nevada
– -$235K -1,383 Closed
PGWM
3592
Parisi Gray Wealth Management
New Jersey
– -$234K -1,377 Closed
IAM
3593
Impact Asset Management
– -$233K -1,370 Closed
HFW
3594
Horizon Family Wealth
Illinois
– -$231K -1,358 Closed
HIF
3595
Hill Island Financial
Michigan
– -$231K -1,357 Closed
PFA
3596
Pathway Financial Advisors
Vermont
– -$231K -1,356 Closed
PFM
3597
Phillips Financial Management
Indiana
– -$230K -1,350 Closed
DIP
3598
Davis Investment Partners
North Carolina
– -$227K -1,339 Closed
CWA
3599
CJM Wealth Advisers
Virginia
– -$227K -1,338 Closed
HFF
3600
Halter Ferguson Financial
Indiana
– -$227K -1,332 Closed
142 143
144
145 146