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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1501
Piershale Financial Group
Illinois
$54K +$164 +2 +0.3%
PIA
1502
Piedmont Investment Advisors
North Carolina
$50.4K +$43.6K +531 +516%
CCM
1503
Credo Capital Management
Maryland
$49K +$51.1K +622 New
WCM
1504
Wealthcare Capital Management
Virginia
$42K – – –
CAL
1505
Capital Analysts LLC
Pennsylvania
$41.9K -$23.8K -290 -35%
WCMN
1506
Westchester Capital Management (Nebraska)
Nebraska
$40K – – –
ACMI
1507
Amida Capital Management II
New York
$40K +$41.1K +500 New
BKBG
1508
BHF Kleinwort Benson Group
Belgium
$39K +$20.6K +251 +105%
SHWM
1509
Smith & Howard Wealth Management
Georgia
$34K – – –
PWAG
1510
Polaris Wealth Advisory Group
California
$28.3K – – –
AA
1511
Alta Advisers
United Kingdom
$26K -$21K -256 -44%
CAW
1512
Cornerstone Advisors (Washington)
Washington
$26K +$14K +170 +110%
GXMC
1513
Global X Management Company
New York
$24K -$11.3K -138 -31%
PR
1514
Payden & Rygel
California
$24K – – –
WA
1515
WealthTrust-Arizona
Arizona
$24K – – –
IWC
1516
Integrated Wealth Counsel
California
$22.7K -$87.5K -1,065 -79%
FA
1517
Financial Advantage
Maryland
$21K – – –
MUMSS
1518
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K – – –
AA
1519
Apriem Advisors
California
$12K -$20.2K -246 -61%
SFS
1520
Signator Financial Services
Massachusetts
$10K – – –
FWM
1521
Focused Wealth Management
New York
$8K +$8.71K +106 New
SMA
1522
Simply Money Advisors
Ohio
$7K -$56.5K -688 -88%
EMA
1523
Efficient Market Advisors
California
$5K – – –
SAM
1524
Solaris Asset Management
New York
$5K +$5.34K +65 New
LTI
1525
Laffer Tengler Investments
Tennessee
$3.5K -$2.92M -35,585 Closed
59 60
61
62 63