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Penske Automotive Group
PAG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
351
Rialto Wealth Management
New York
$1.05K – – –
SWP
352
Strategic Wealth Partners
Ohio
$1.05K – – –
SWM
353
SHP Wealth Management
Massachusetts
$1.05K +$1.11K +7 New
ZBNA
354
Zions Bancorporation, National Association
Utah
$1.05K +$1.11K +7 New
RF
355
Rossby Financial
Florida
$1.04K -$792 -5 -42%
CAL
356
Capital Advisors Ltd
Ohio
$1K – – –
JWM
357
JPL Wealth Management
Colorado
$898 +$950 +6 New
CFM
358
Cornerstone Financial Management
Massachusetts
$897 +$950 +6 New
GBT
359
Grove Bank & Trust
Florida
$748 -$792 -5 -50%
RWM
360
Raffa Wealth Management
District of Columbia
$748 +$158 +1 +25%
AFC
361
Ares Financial Consulting
California
$746 – – –
S
362
Sachetta
Massachusetts
$599 +$633 +4 New
SWM
363
Spire Wealth Management
Virginia
$598 -$13.8K -87 -96%
HIA
364
HFM Investment Advisors
New Jersey
$598 – – –
VWM
365
Vermillion Wealth Management
Minnesota
$598 +$633 +4 New
TPWA
366
Twin Peaks Wealth Advisors
California
$449 +$475 +3 New
TC
367
Trust Company
Kansas
$302 – – –
BHWM
368
Beaird Harris Wealth Management
Texas
$300 – – –
SS
369
Sunbelt Securities
Texas
$299 -$633 -4 -67%
CW
370
Curio Wealth
Maryland
$299 +$317 +2 New
NB
371
NBT Bank
New York
$299 +$317 +2 New
BCWM
372
Bartlett & Co Wealth Management
Ohio
$165 +$158 +1 New
SA
373
Seneschal Advisors
Washington
$150 – – –
TFM
374
TFC Financial Management
Massachusetts
$150 – – –
HFS
375
Hughes Financial Services
Virginia
$150 +$158 +1 New
13 14
15
16 17