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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1901
Paragon Financial Partners
California
– -$219K -3,268 Closed
PCS
1902
Personal CFO Solutions
New Jersey
– -$218K -3,258 Closed
YLHM
1903
Yelin Lapidot Holdings Management
Israel
– -$218K -3,250 Closed
OL
1904
one8zero8 LLC
North Carolina
– -$217K -3,243 Closed
OC
1905
Oarsman Capital
Wisconsin
– -$217K -3,233 Closed
WWC
1906
Waypoint Wealth Counsel
Georgia
– -$216K -3,223 Closed
WFI
1907
West Family Investments
California
– -$216K -3,221 Closed
GM
1908
GeoWealth Management
Illinois
– -$216K -3,214 Closed
SWA
1909
SFMG Wealth Advisors
Texas
– -$215K -3,203 Closed
NCM
1910
NCM Capital Management
New Jersey
– -$215K -3,199 Closed
WF
1911
Welch & Forbes
Massachusetts
– -$214K -3,190 Closed
BWA
1912
Bestgate Wealth Advisors
Maryland
– -$213K -3,170 Closed
MW
1913
Marks Wealth
Maryland
– -$211K -3,140 Closed
RCG
1914
Regatta Capital Group
California
– -$211K -3,140 Closed
TC
1915
TAGStone Capital
North Carolina
– -$211K -3,140 Closed
SFA
1916
Souders Financial Advisors
Ohio
– -$209K -3,111 Closed
WJWM
1917
Williams Jones Wealth Management
New York
– -$208K -3,100 Closed
6F
1918
626 Financial
Michigan
– -$207K -3,092 Closed
CAS
1919
Coppell Advisory Solutions
Texas
– -$215K -3,080 Closed
ASBI
1920
American State Bank (Iowa)
Iowa
– -$206K -3,075 Closed
ACM
1921
AUA Capital Management
Pennsylvania
– -$206K -3,068 Closed
DWM
1922
Drive Wealth Management
Utah
– -$205K -3,060 Closed
NI
1923
Natural Investments
California
– -$205K -3,059 Closed
WIA
1924
Westbourne Investment Advisors
Maryland
– -$204K -3,035 Closed
APP
1925
Avantax Planning Partners
Iowa
– -$203K -3,030 Closed
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77
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