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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LBG
1851
Lloyds Banking Group
United Kingdom
$20K -$47.7K -443 -70%
CFS
1852
Commonwealth Financial Services
West Virginia
$19K -$17.8K -165 -49%
JIR
1853
James Investment Research
Ohio
$18K – – –
IWC
1854
Integrated Wealth Counsel
California
$18K +$17.5K +162 New
GWA
1855
Guidant Wealth Advisors
Illinois
$18K +$17.9K +166 New
FI
1856
FCM Investments
Texas
$16K – – –
LWM
1857
Lenox Wealth Management
Ohio
$15K – – –
HCM
1858
Herndon Capital Management
Georgia
$14K – – –
RWG
1859
Regal Wealth Group
California
$12K – – –
LYV
1860
Live Your Vision
Pennsylvania
$12K +$11.9K +110 New
SFPM
1861
Sensible Financial Planning & Management
Massachusetts
$11K – – –
HWP
1862
Hefty Wealth Partners
Indiana
$10K – – –
HIM
1863
Hillsdale Investment Management
Ontario, Canada
$8K +$539 +5 +8%
BCFS
1864
Butensky & Cohen Financial Security
Florida
$7K – – –
PFO
1865
Pathstone Family Office
New Jersey
$6K -$4.96K -46 -44%
HS
1866
Horan Securities
United States
$5K +$5.39K +50 New
BWP
1867
BSW Wealth Partners
Colorado
$4.87K -$514K -4,772 -90%
CIM
1868
Contravisory Investment Management
Massachusetts
$4K -$970 -9 -18%
FNB
1869
Farmers National Bank
Kentucky
$3.27K +$172K +1,592 +6%
OSAM
1870
O'Shaughnessy Asset Management
Connecticut
$3K – – –
SGAM
1871
Smith Group Asset Management
Texas
$3K – – –
CP
1872
Corbenic Partners
Pennsylvania
$2K – – –
IF
1873
Ironwood Financial
Arizona
$2K – – –
SBL
1874
Sargent Bickham Lagudis
Colorado
$985 +$70.7K +656 +8%
LCS
1875
Levin Capital Strategies
New York
$530 -$179K -1,660 -25%
73 74
75
76 77