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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2101
Litman Gregory Wealth Management
California
$10K – – –
FEG
2102
Financial Enhancement Group
Indiana
$9K – – –
HS
2103
Horan Securities
United States
$6K – – –
NL
2104
NVWM LLC
Pennsylvania
$6K – – –
BA
2105
Ballew Advisors
Mississippi
$6K +$5.89K +52 New
MIM
2106
Macroview Investment Management
Maryland
$6K +$6.34K +56 New
CAGAS
2107
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
PCFFS
2108
Pacific Center for Financial Services
California
$5K +$3.4K +30 +176%
AWMS
2109
Advocacy Wealth Management Services
Georgia
$4K – – –
HIM
2110
Hillsdale Investment Management
Ontario, Canada
$3K -$1.7K -15 -33%
LWA
2111
Lowe Wealth Advisors
Maryland
$3K – – –
SGAM
2112
Smith Group Asset Management
Texas
$3K – – –
ACM
2113
Advent Capital Management
New York
$3K +$2.83K +25 New
WKWM
2114
Walter & Keenan Wealth Management
Indiana
$2.39K -$323K -2,850 -12%
IF
2115
Ironwood Financial
Arizona
$2K – – –
IDBONY
2116
Israel Discount Bank of New York
New York
$2K – – –
AMCA
2117
Arthur M. Cohen & Associates
Illinois
$1.46K -$690K -6,092 -32%
WAS
2118
WESPAC Advisors SoCal
California
$1K +$1.13K +10 New
CIM
2119
Contravisory Investment Management
Massachusetts
$1K +$1.36K +12 New
AIIMS
2120
Analyst IMS Investment Management Services
Israel
$654 -$344K -3,038 -34%
IP
2121
Investment Partners
Ohio
$290 +$8.95K +79 +1%
CF
2122
Centaurus Financial
California
$219 -$543K -4,791 -100%
FRA
2123
Front Row Advisors
California
$18 – – –
DKCM
2124
Davidson Kempner Capital Management
New York
– -$49M -450,000 Closed
CC
2125
Carlson Capital
Texas
– -$21.2M -194,575 Closed
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85
86 87