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Penumbra
PEN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
401
Pinnacle Wealth Planning Services
Ohio
$4.74K -$5.18K -16 -52%
TFA
402
Transamerica Financial Advisors
Florida
$4.42K +$1.94K +6 +75%
HFS
403
Hughes Financial Services
Virginia
$4.11K +$2.59K +8 +160%
ZBNA
404
Zions Bancorporation, National Association
Utah
$3.79K -$1.3K -4 -25%
CA
405
CoreCap Advisors
Michigan
$3.79K +$3.89K +12 New
CT
406
Clearstead Trust
Maine
$3.47K +$1.94K +6 +120%
APW
407
Aventura Private Wealth
Florida
$3.47K – – –
AA
408
Ancora Advisors
Ohio
$3.16K – – –
WTC
409
WhitTier Trust Company
Nevada
$2.87K – – –
EP
410
Essential Partners
California
$2.84K -$28.8K -89 -91%
BFS
411
Bare Financial Services
Pennsylvania
$2.84K -$324 -1 -10%
RWM
412
Raffa Wealth Management
District of Columbia
$2.53K – – –
APFP
413
Action Point Financial Planning
Michigan
$2.53K +$2.59K +8 New
CI
414
CX Institutional
Indiana
$2K – – –
RBC
415
Roble Belko & Company
Pennsylvania
$2K – – –
LFG
416
Larson Financial Group
Missouri
$1.9K -$648 -2 -25%
CFM
417
Cornerstone Financial Management
Massachusetts
$1.9K – – –
CFD
418
Creative Financial Designs
Indiana
$1.9K – – –
JFGIW
419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9K – – –
JWM
420
JPL Wealth Management
Colorado
$1.9K – – –
KG
421
Kilter Group
New York
$1.9K – – –
CH
422
Cromwell Holdings
Wyoming
$1.9K +$972 +3 +100%
DF
423
Dunhill Financial
United Kingdom
$1.78K – – –
RWS
424
Retirement Wealth Solutions
Wisconsin
$1.58K -$324 -1 -17%
BAM
425
Bellevue Asset Management
Washington
$1.58K +$1.62K +5 New
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