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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
2201
Brinker Capital Investments
Pennsylvania
$126K +$36.9K +324 +46%
BC
2202
Blackhill Capital
New Jersey
$123K – – –
CA
2203
Centerpoint Advisors
Massachusetts
$119K – – –
HRC
2204
Hoertkorn Richard Charles
$114K – – –
PCMK
2205
Paragon Capital Management (Kansas)
Kansas
$114K +$106K +928 New
WCM
2206
WealthBridge Capital Management
Ohio
$112K +$37.3K +327 +58%
CPA
2207
Cowen Prime Advisors
New York
$110K – – –
LGWM
2208
Litman Gregory Wealth Management
California
$109K – – –
MFT
2209
Moisand Fitzgerald Tamayo
Florida
$103K – – –
GWMIA
2210
Global Wealth Management Investment Advisory
Florida
$98K -$106K -928 -54%
FAM
2211
Foresters Asset Management
Ontario, Canada
$98K – – –
LF
2212
Lee Financial
Texas
$97K +$15.4K +135 +21%
PCA
2213
Providence Capital Advisors
North Carolina
$95K +$5.24K +46 +6%
WA
2214
WP Advisors
California
$94.3K +$87.6K +769 New
BC
2215
Barnett & Company
Tennessee
$94K -$3.99K -35 -4%
HCM
2216
Hilton Capital Management
New York
$94K +$3.08K +27 +4%
IOOF
2217
Independent Order of Foresters
Ontario, Canada
$92K -$72.9K -640 -46%
MUS
2218
Mitsubishi UFJ Securities
Japan
$92K +$85.5K +750 New
SPL
2219
Smart Portfolios LLC
Washington
$89K – – –
PWMG
2220
Prestige Wealth Management Group
New Jersey
$86K -$45.9K -403 -36%
KL
2221
KWMG LLC
Kansas
$85K +$114 +1 +0.1%
LWM
2222
Liberty Wealth Management
California
$85K +$7.52K +66 +11%
CA
2223
Crewe Advisors
Utah
$82K +$46.3K +406 +156%
AIC
2224
Ayalon Insurance Company
Israel
$81K – – –
AFIA
2225
America First Investment Advisors
Nebraska
$81K +$75.8K +665 New
87 88
89
90 91