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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1751
Roble Belko & Company
Pennsylvania
$48K +$48.9K +505 New
CWM
1752
Catamount Wealth Management
Connecticut
$46K – – –
CHP
1753
Cable Hill Partners
Oregon
$44K – – –
WA
1754
WealthTrust-Arizona
Arizona
$43K +$14.6K +151 +50%
BCI
1755
Brinker Capital Investments
Pennsylvania
$43K +$43.4K +449 New
MUS
1756
Mitsubishi UFJ Securities
Japan
$40K +$40.6K +420 New
NHFG
1757
New Harbor Financial Group
Massachusetts
$38K – – –
DW
1758
Domani Wealth
Pennsylvania
$37.6K +$348K +3,597 New
AH
1759
Achievement Holdings
Illinois
$35.1K +$23.8M +245,700 +202%
MDCM
1760
Morgan Dempsey Capital Management
Wisconsin
$32K – – –
JIR
1761
James Investment Research
Ohio
$31K -$31K -320 -50%
RA
1762
Rational Advisors
New York
$30K -$20.1K -208 -40%
AII
1763
AGF Investments Inc
Ontario, Canada
$29K – – –
FWM
1764
Focused Wealth Management
New York
$29K +$9.68K +100 +50%
BBPWM
1765
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
IMS
1766
Index Management Solutions
Pennsylvania
$27K -$2M -20,693 -99%
PO
1767
Private Ocean
California
$27K -$7.35K -76 -21%
KCM
1768
Karp Capital Management
California
$25K +$97 +1 +0.4%
TAM
1769
Troy Asset Management
United Kingdom
$23.9K +$24.2K +250 New
UB
1770
UMB Bank
Missouri
$22.2K +$422K +4,366 +2%
SAM
1771
Solaris Asset Management
New York
$22K +$22.3K +230 New
RPG
1772
Risk Paradigm Group
Texas
$22K +$22.3K +230 New
FNBOO
1773
First National Bank of Omaha
Nebraska
$21.9K -$2.87M -29,698 -11%
AA
1774
Apriem Advisors
California
$21K +$97 +1 +0.5%
GXMC
1775
Global X Management Company
New York
$20K -$2.42K -25 -11%
69 70
71
72 73