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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
3651
MLP3 LLC
New Jersey
– -$239K -1,667 Closed
WF
3652
WealthPoint Financial
North Carolina
– -$239K -1,665 Closed
SWM
3653
Sherman Wealth Management
Maryland
– -$237K -1,653 Closed
FWP
3654
Family Wealth Partners
North Carolina
– -$236K -1,647 Closed
SPP
3655
Single Point Partners
Massachusetts
– -$236K -1,647 Closed
AWP
3656
Avid Wealth Partners
Texas
– -$235K -1,634 Closed
CWA
3657
Cornerstone Wealth Advisors
Minnesota
– -$224K -1,564 Closed
FFG
3658
Fortress Financial Group
Minnesota
– -$223K -1,555 Closed
SFP
3659
Sandbox Financial Partners
Maryland
– -$220K -1,529 Closed
CBB
3660
Citizens Business Bank
California
– -$219K -1,523 Closed
OGC
3661
Oak Grove Capital
New Hampshire
– -$215K -1,500 Closed
GWM
3662
GDS Wealth Management
Texas
– -$214K -1,492 Closed
YWS
3663
Yarger Wealth Strategies
Ohio
– -$209K -1,458 Closed
KPWM
3664
KDK Private Wealth Management
Texas
– -$208K -1,452 Closed
FS
3665
Ferguson Shapiro
Georgia
– -$208K -1,447 Closed
BMM
3666
Berkshire Money Management
Massachusetts
– -$207K -1,442 Closed
RW
3667
RVW Wealth
California
– -$207K -1,441 Closed
HWM
3668
HBE Wealth Management
Nebraska
– -$204K -1,421 Closed
BFAG
3669
Blackston Financial Advisory Group
Florida
– -$203K -1,414 Closed
OPOWM
3670
One Plus One Wealth Management
Florida
– -$202K -1,407 Closed
BIG
3671
Brookwood Investment Group
Arizona
– -$201K -1,401 Closed
DWAM
3672
Duncan Williams Asset Management
Tennessee
– -$229K -1,376 Closed
EFA
3673
Evernest Financial Advisors
Indiana
– -$200K -1,204 Closed
CP
3674
Camelot Portfolios
Ohio
– -$172K -1,200 Closed
EWA
3675
EQ Wealth Advisors
Texas
– -$120K -834 Closed
145 146
147
148 149