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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1926
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$137K -$5.28K -46 -4%
CWM
1927
Catamount Wealth Management
Connecticut
$135K +$115 +1 +0.1%
SHJ
1928
Sharkey, Howes & Javer
Colorado
$133K – – –
APSP
1929
Asset Planning Services (Pennsylvania)
Pennsylvania
$116K +$344 +3 +0.3%
BC
1930
Blackhill Capital
New Jersey
$115K – – –
LA
1931
Legacy Advisors
Pennsylvania
$115K – – –
AIP
1932
Almanack Investment Partners
Pennsylvania
$113K +$115 +1 +0.1%
VIM
1933
Veritas Investment Management
United Kingdom
$111K – – –
ACM
1934
Aviance Capital Management
Florida
$111K +$111K +965 New
LF
1935
Lee Financial
Texas
$108K – – –
HRC
1936
Hoertkorn Richard Charles
$107K – – –
AF
1937
Ally Financial
Michigan
$104K -$3.91M -34,100 -97%
BCM
1938
Blume Capital Management
California
$104K -$30.7K -268 -23%
CPA
1939
Cowen Prime Advisors
New York
$104K – – –
BC
1940
Barnett & Company
Tennessee
$104K +$75.4K +657 +270%
DSN
1941
D. Scott Neal
Kentucky
$100K -$8.14K -71 -8%
AFIA
1942
America First Investment Advisors
Nebraska
$99K – – –
FO
1943
FT Options
Illinois
$96K +$95.1K +829 New
IP
1944
Isthmus Partners
Wisconsin
$92K -$48.9K -426 -35%
CLM
1945
ClearBridge LLC (Maryland)
Maryland
$92K – – –
GWA
1946
Guidant Wealth Advisors
Illinois
$87K +$39.9K +348 +84%
SQA
1947
Simon Quick Advisors
New Jersey
$77K -$265K -2,307 -78%
BWA
1948
BDO Wealth Advisors
Florida
$76K +$75.4K +657 New
CFD
1949
Creative Financial Designs
Indiana
$75K +$344 +3 +0.5%
RBC
1950
Roble Belko & Company
Pennsylvania
$72K – – –
76 77
78
79 80