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Penske Automotive Group
PAG

Name Holding Trade Value Shares
Change 		Change in
Stake
C
276
Covestor
United Kingdom
$17K -$111K -998 -86%
SIC
277
Salem Investment Counselors
North Carolina
$15K – – –
EI
278
Ellevest Inc
New York
$14K +$4.24K +38 +35%
TWA
279
TCI Wealth Advisors
Arizona
$13K +$5.58K +50 +60%
MCC
280
Money Concepts Capital
Florida
$13K +$7.81K +70 +115%
PTC
281
Private Trust Company
Ohio
$12K – – –
GRP
282
Global Retirement Partners
California
$12K +$112 +1 +1%
RTC
283
Riverview Trust Company
Washington
$12K +$13.4K +120 New
NSIM
284
North Star Investment Management
Illinois
$11K -$4.46K -40 -27%
MSFP
285
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
ETC
286
Exchange Traded Concepts
Oklahoma
$9K -$42.3K -379 -81%
JWA
287
JFS Wealth Advisors
Pennsylvania
$8K -$2.23K -20 -20%
FHA
288
First Horizon Advisors
Tennessee
$7K -$1.11K -10 -12%
GWSG
289
GPS Wealth Strategies Group
Colorado
$7K – – –
LFG
290
Larson Financial Group
Missouri
$7K +$7.81K +70 New
RCM
291
Raleigh Capital Management
North Carolina
$7K +$8.03K +72 New
LC
292
Lindbrook Capital
California
$6K -$3.68K -33 -34%
SIC
293
SJS Investment Consulting
Ohio
$6K +$7.03K +63 New
CFO
294
CVA Family Office
Colorado
$5K – – –
MAM
295
Meeder Asset Management
Ohio
$5K – – –
WPA
296
West Paces Advisors
Georgia
$4.82K – – –
SC
297
Schubert & Co
Texas
$4K -$1.45K -13 -25%
BWM
298
BerganKDV Wealth Management
Minnesota
$4K – – –
TFGT
299
TS Financial Group (TSFG)
Illinois
$4K – – –
BTI
300
Blue Trust Inc
Georgia
$4K +$1.78K +16 +84%
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12
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