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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1901
Blackhill Capital
New Jersey
$112K – – –
APSP
1902
Asset Planning Services (Pennsylvania)
Pennsylvania
$112K +$42.8K +399 +66%
LA
1903
Legacy Advisors
Pennsylvania
$111K – – –
AIP
1904
Almanack Investment Partners
Pennsylvania
$109K +$105K +976 New
VIM
1905
Veritas Investment Management
United Kingdom
$108K – – –
DSN
1906
D. Scott Neal
Kentucky
$105K -$2.9K -27 -3%
HRC
1907
Hoertkorn Richard Charles
$104K – – –
LF
1908
Lee Financial
Texas
$104K – – –
CPA
1909
Cowen Prime Advisors
New York
$101K – – –
HFM
1910
Harvest Fund Management
China
$101K – – –
RFWA
1911
RPg Family Wealth Advisory
Massachusetts
$100K -$25.5K -238 -21%
IUHSA
1912
Itau Unibanco Holding S.A.
Brazil
$97K -$21.7K -202 -19%
AFIA
1913
America First Investment Advisors
Nebraska
$96K – – –
SAC
1914
Smith Affiliated Capital
New York
$89.5K – – –
CLM
1915
ClearBridge LLC (Maryland)
Maryland
$89K +$85.8K +800 New
BIG
1916
Bellwether Investment Group
Tennessee
$87K -$242K -2,252 -74%
RPG
1917
Risk Paradigm Group
Texas
$81.4K -$111K -1,039 -59%
CFD
1918
Creative Financial Designs
Indiana
$72K -$1.72K -16 -2%
RBC
1919
Roble Belko & Company
Pennsylvania
$70K – – –
MUS
1920
Mitsubishi UFJ Securities
Japan
$70K +$42.9K +400 +174%
DPA
1921
Delphi Private Advisors
California
$60K -$23.1K -215 -28%
RCG
1922
Ruggie Capital Group
Florida
$60K +$33K +308 +136%
LWM
1923
LBA Wealth Management
Florida
$59K – – –
VFA
1924
Virtus Fund Advisers
Connecticut
$56K – – –
HIIFS
1925
Harel Insurance Investments & Financial Services
Israel
$51K +$48.3K +450 New
75 76
77
78 79