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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1901
Private Ocean
California
$30K – – –
HWM
1902
Holloway Wealth Management
Florida
$26K – – –
JAM
1903
JCIC Asset Management
Ontario, Canada
$26K – – –
BC
1904
Barnett & Company
Tennessee
$25K -$16.3K -156 -39%
AA
1905
Apriem Advisors
California
$25K +$3.04K +29 +14%
RCG
1906
Ruggie Capital Group
Florida
$24K -$32.3K -308 -58%
MUS
1907
Mitsubishi UFJ Securities
Japan
$24K +$24.1K +230 New
LWM
1908
Lenox Wealth Management
Ohio
$22K +$7.85K +75 +55%
CCS
1909
Crosspoint Capital Strategies
California
$21K – – –
BRC
1910
Bell Rock Capital
Delaware
$21K +$20.9K +200 New
LBG
1911
Lloyds Banking Group
United Kingdom
$19K – – –
CFS
1912
Commonwealth Financial Services
West Virginia
$18K – – –
JIR
1913
James Investment Research
Ohio
$17K – – –
FI
1914
FCM Investments
Texas
$16K – – –
HCC
1915
Hirtle Callaghan & Co
Pennsylvania
$14K -$9.01K -86 -38%
NC
1916
NewSquare Capital
Pennsylvania
$13K -$157K -1,495 -92%
LYV
1917
Live Your Vision
Pennsylvania
$12K – – –
RWG
1918
Regal Wealth Group
California
$12K – – –
LS
1919
Livforsakringsbolaget Skandia
Sweden
$10K +$9.48M +90,514 +1,778%
GWA
1920
Guidant Wealth Advisors
Illinois
$10K -$6.91K -66 -40%
HWP
1921
Hefty Wealth Partners
Indiana
$10K – – –
BCFS
1922
Butensky & Cohen Financial Security
Florida
$7K – – –
HIM
1923
Hillsdale Investment Management
Ontario, Canada
$6K -$1.05K -10 -14%
LWMT
1924
Legacy Wealth Management (Tennessee)
Tennessee
$5.02K +$5.03K +48 New
AWMS
1925
Advocacy Wealth Management Services
Georgia
$4K -$20.9K -200 -82%
75 76
77
78 79