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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2051
Kaizen Advisory
Illinois
$165K +$157K +1,375 New
LWA
2052
Lenox Wealth Advisors
New York
$157K -$433K -3,792 -74%
AC
2053
Avestar Capital
New York
$154K +$153K +1,336 New
RAM
2054
Riggs Asset Management
Pennsylvania
$152K – – –
PFGIA
2055
Patriot Financial Group Insurance Agency
Massachusetts
$152K +$5.25K +46 +4%
FA
2056
Fortis Advisors
Pennsylvania
$150K – – –
SMG
2057
Spectrum Management Group
Indiana
$146K -$358K -3,139 -72%
CIA
2058
Cascade Investment Advisors
Oregon
$144K – – –
PWPS
2059
Pinnacle Wealth Planning Services
Ohio
$140K +$134K +1,172 New
PCA
2060
Providence Capital Advisors
North Carolina
$136K +$130K +1,135 New
BGC
2061
Blue Granite Capital
South Carolina
$135K -$954K -8,355 -88%
CAC
2062
Certified Advisory Corp
Florida
$134K +$128K +1,125 New
FAM
2063
Foresters Asset Management
Ontario, Canada
$132K -$411K -3,600 -80%
SHJ
2064
Sharkey, Howes & Javer
Colorado
$132K – – –
APSP
2065
Asset Planning Services (Pennsylvania)
Pennsylvania
$121K – – –
LA
2066
Legacy Advisors
Pennsylvania
$120K -$12.3K -108 -10%
BC
2067
Blackhill Capital
New Jersey
$120K – – –
RFWA
2068
RPg Family Wealth Advisory
Massachusetts
$116K – – –
HRC
2069
Hoertkorn Richard Charles
$112K – – –
LF
2070
Lee Financial
Texas
$112K – – –
WWMSC
2071
Wagner Wealth Management (South Carolina)
South Carolina
$109K +$106K +932 New
BC
2072
Barnett & Company
Tennessee
$108K – – –
CPA
2073
Cowen Prime Advisors
New York
$108K – – –
DPA
2074
Delphi Private Advisors
California
$106K +$42.1K +369 +72%
DSN
2075
D. Scott Neal
Kentucky
$104K -$17.1K -150 -15%
81 82
83
84 85