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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSU
1851
TD Securities (USA)
New York
$33K -$99 -1 -0.3%
JIR
1852
James Investment Research
Ohio
$33K – – –
WA
1853
WealthTrust-Arizona
Arizona
$31K -$14.9K -151 -33%
FWM
1854
Focused Wealth Management
New York
$31K +$296 +3 +1%
PO
1855
Private Ocean
California
$29K – – –
BC
1856
Barnett & Company
Tennessee
$25K +$24K +243 New
CCS
1857
Crosspoint Capital Strategies
California
$21K -$368K -3,726 -95%
AA
1858
Apriem Advisors
California
$21K +$16.2K +164 +373%
PHK
1859
Point72 Hong Kong
Hong Kong
$20K +$19.8K +200 New
FI
1860
FCM Investments
Texas
$15K – – –
CFA
1861
Camarda Financial Advisors
Florida
$14K – – –
LWM
1862
Lenox Wealth Management
Ohio
$14K – – –
RWG
1863
Regal Wealth Group
California
$12K – – –
TWMP
1864
Taylor Wealth Management Partners
Massachusetts
$11K – – –
PFO
1865
Pathstone Family Office
New Jersey
$11K +$10.3K +104 New
SFPM
1866
Sensible Financial Planning & Management
Massachusetts
$10K – – –
HWP
1867
Hefty Wealth Partners
Indiana
$9K – – –
SGAM
1868
Smith Group Asset Management
Texas
$7K +$4.25K +43 +154%
EWM
1869
Endurance Wealth Management
Rhode Island
$6.48K -$362K -3,660 -5%
BCFS
1870
Butensky & Cohen Financial Security
Florida
$6K – – –
HIM
1871
Hillsdale Investment Management
Ontario, Canada
$6K +$988 +10 +22%
CIM
1872
Contravisory Investment Management
Massachusetts
$5K – – –
IR
1873
Invictus RG
Bermuda
$4K -$889 -9 -18%
OSAM
1874
O'Shaughnessy Asset Management
Connecticut
$3K -$1.78K -18 -38%
WAMC
1875
Western Asset Management Company
California
$3K +$1.98K +20 New
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