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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2101
Camarda Financial Advisors
Florida
$31K -$10.2K -90 -24%
RFWA
2102
RPg Family Wealth Advisory
Massachusetts
$28.5K -$80.5K -708 -73%
VEA
2103
Virtus ETF Advisers
New York
$28K – – –
AWM
2104
Avondale Wealth Management
Texas
$27K -$4.55K -40 -14%
CC
2105
Claybrook Capital
Massachusetts
$27K – – –
LWM
2106
Lenox Wealth Management
Ohio
$26K +$3.41K +30 +14%
MAM
2107
Magellan Asset Management
Australia
$23K -$38.8M -341,277 -100%
RPG
2108
Risk Paradigm Group
Texas
$22.8K -$169K -1,489 -88%
TRCT
2109
Tower Research Capital (TRC)
New York
$22K -$545K -4,791 -96%
DPA
2110
Delphi Private Advisors
California
$20K -$79.4K -698 -79%
LBG
2111
Lloyds Banking Group
United Kingdom
$20K – – –
FRA
2112
Front Row Advisors
California
$18K – – –
BWL
2113
Bogart Wealth LLC
Virginia
$17K -$1.25K -11 -7%
NC
2114
NewSquare Capital
Pennsylvania
$16K -$9.33K -82 -35%
SC
2115
Slow Capital
California
$16K – – –
ST
2116
Sageworth Trust
Pennsylvania
$16K +$11.3K +99 +220%
CIM
2117
Corbyn Investment Management
Maryland
$16K +$17.1K +150 New
LWS
2118
Lucia Wealth Services
California
$15K +$15.5K +136 New
GSC
2119
G&S Capital
Colorado
$14K – – –
AS
2120
Altshuler Shaham
Israel
$12K -$5.91K -52 -32%
LYV
2121
Live Your Vision
Pennsylvania
$12K – – –
RWG
2122
Regal Wealth Group
California
$12K – – –
CGI
2123
CI Global Investments
California
$12K +$12.5K +110 New
BL
2124
Balentine LLC
Georgia
$11K -$937K -8,235 -99%
PW
2125
Price Wealth
Texas
$11K -$11.8K -104 -50%
83 84
85
86 87