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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3601
Prosperity Planning
Missouri
– -$202K -1,304 Closed
SEA
3602
Stegent Equity Advisors
Texas
– -$202K -1,300 Closed
DWM
3603
Ducere Wealth Management
California
– -$202K -1,299 Closed
NCM
3604
Nelson Capital Management
California
– -$202K -1,299 Closed
LIA
3605
Lynx Investment Advisory
District of Columbia
– -$201K -1,297 Closed
CFG
3606
Carr Financial Group
Massachusetts
– -$201K -1,296 Closed
ML
3607
Mayport LLC
Massachusetts
– -$200K -1,291 Closed
WPA
3608
Winning Points Advisors
Florida
– -$200K -1,290 Closed
USWIA
3609
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$200K -1,281 Closed
TPWA
3610
Twin Peaks Wealth Advisors
California
– -$172K -1,110 Closed
FFL
3611
Financial Freedom LLC
Ohio
– -$151K -975 Closed
FA
3612
Fountainhead AM
New Jersey
– -$146K -938 Closed
AIM
3613
Axiom Investment Management
New York
– -$112K -720 Closed
LIA
3614
Limestone Investment Advisors
New York
– -$100K -670 Closed
GWSA
3615
Global Wealth Strategies & Associates
Colorado
– -$95.8K -617 Closed
WPA
3616
Wealth Preservation Advisors
Tennessee
– -$87.4K -563 Closed
WOSD
3617
WFA of San Diego
California
– -$86.9K -560 Closed
MWM
3618
Magnolia Wealth Management
Alabama
– -$77.6K -500 Closed
MAM
3619
Magellan Asset Management
Australia
– -$68.8K -443 Closed
CIR
3620
Clear Investment Research
Georgia
– -$64.9K -418 Closed
SA
3621
Scarborough Advisors
Maryland
– -$63.3K -407 Closed
PL
3622
Protective Life
Alabama
– -$55.6K -358 Closed
BCM
3623
Basso Capital Management
Connecticut
– -$54.7K -352 Closed
CW
3624
Curio Wealth
Maryland
– -$53.1K -342 Closed
TFG
3625
Team Financial Group
California
– -$38.6K -248 Closed
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145
146