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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1501
Credo Capital Management
Maryland
$49K +$51.1K +622 New
WCM
1502
Wealthcare Capital Management
Virginia
$42K – – –
CAL
1503
Capital Analysts LLC
Pennsylvania
$41.9K -$23.8K -290 -35%
WCMN
1504
Westchester Capital Management (Nebraska)
Nebraska
$40K – – –
ACMI
1505
Amida Capital Management II
New York
$40K +$41.1K +500 New
BKBG
1506
BHF Kleinwort Benson Group
Belgium
$39K +$20.6K +251 +105%
SHWM
1507
Smith & Howard Wealth Management
Georgia
$34K – – –
PWAG
1508
Polaris Wealth Advisory Group
California
$28.3K – – –
AA
1509
Alta Advisers
United Kingdom
$26K -$21K -256 -44%
CAW
1510
Cornerstone Advisors (Washington)
Washington
$26K +$14K +170 +110%
GXMC
1511
Global X Management Company
New York
$24K -$11.3K -138 -31%
PR
1512
Payden & Rygel
California
$24K – – –
WA
1513
WealthTrust-Arizona
Arizona
$24K – – –
IWC
1514
Integrated Wealth Counsel
California
$22.7K -$87.5K -1,065 -79%
FA
1515
Financial Advantage
Maryland
$21K – – –
UB
1516
UMB Bank
Missouri
$19.4K +$10.5M +127,359 +109%
MUMSS
1517
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K – – –
AA
1518
Apriem Advisors
California
$12K -$20.2K -246 -61%
SFS
1519
Signator Financial Services
Massachusetts
$10K – – –
FWM
1520
Focused Wealth Management
New York
$8K +$8.71K +106 New
SMA
1521
Simply Money Advisors
Ohio
$7K -$56.5K -688 -88%
EMA
1522
Efficient Market Advisors
California
$5K – – –
SAM
1523
Solaris Asset Management
New York
$5K +$5.34K +65 New
EFS
1524
Essex Financial Services
Connecticut
$2.65K -$136K -1,659 -5%
GC
1525
Globeflex Capital
California
$2K – – –
59 60
61
62 63