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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1826
Solaris Asset Management
New York
$49K +$22.9K +230 +87%
WAS
1827
Winch Advisory Services
Wisconsin
$48K +$10.3K +103 +27%
WA
1828
WealthTrust-Arizona
Arizona
$45K – – –
KM
1829
Kalos Management
Georgia
$44K – – –
AI
1830
ArchPoint Investors
Florida
$40K +$39.9K +400 New
CHP
1831
Cable Hill Partners
Oregon
$39K -$6.39K -64 -14%
NHFG
1832
New Harbor Financial Group
Massachusetts
$39K – – –
VIM
1833
Veritas Investment Management
United Kingdom
$34K +$33.9K +340 New
PCP
1834
Proficio Capital Partners
Massachusetts
$34K +$34.2K +343 New
TSU
1835
TD Securities (USA)
New York
$33K -$51.2K -513 -61%
JIR
1836
James Investment Research
Ohio
$32K – – –
BBPWM
1837
Blue Bell Private Wealth Management
Pennsylvania
$30K – – –
FWM
1838
Focused Wealth Management
New York
$30K +$100 +1 +0.3%
PO
1839
Private Ocean
California
$28K – – –
RWM
1840
Rezny Wealth Management
Florida
$26K -$2.79K -28 -10%
DOA
1841
D'Orazio & Associates
Virginia
$22K -$36.5K -366 -62%
FI
1842
FCM Investments
Texas
$15K -$44.9K -450 -75%
LWM
1843
Lenox Wealth Management
Ohio
$14K -$1.9K -19 -12%
CFA
1844
Camarda Financial Advisors
Florida
$14K +$2.49K +25 +22%
CFS
1845
Commonwealth Financial Services
West Virginia
$12K +$12.4K +124 New
TWMP
1846
Taylor Wealth Management Partners
Massachusetts
$11K – – –
RWG
1847
Regal Wealth Group
California
$11K +$11.3K +113 New
SFPM
1848
Sensible Financial Planning & Management
Massachusetts
$10K – – –
HWP
1849
Hefty Wealth Partners
Indiana
$9K +$9.58K +96 New
WAS
1850
WESPAC Advisors SoCal
California
$9K +$9.98K +100 New
72 73
74
75 76