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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
226
CenterStar Asset Management
Illinois
$91K – – –
FHA
227
Flagship Harbor Advisors
Massachusetts
$86K +$29.4K +882 +50%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$77K -$11.9K -358 -13%
SFG
229
SevenBridge Financial Group
Pennsylvania
$76K – – –
CCMW
230
Cypress Capital Management (Wyoming)
Wyoming
$66K +$33.3K +1,000 +100%
MAM
231
Meeder Asset Management
Ohio
$64K -$292K -8,760 -81%
SPIA
232
Steward Partners Investment Advisory
New York
$56K -$2.06K -62 -4%
MOACM
233
Mutual of America Capital Management
New York
$53K +$43.5K +1,306 +421%
FANJ
234
Financial Architects (New Jersey)
New Jersey
$48K – – –
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$42.2K – – –
GWM
236
Geneos Wealth Management
Colorado
$41K – – –
VCM
237
Versant Capital Management
Arizona
$40K -$11.6K -350 -22%
SWA
238
Sutton Wealth Advisors
Florida
$37K – – –
KPCM
239
Kings Point Capital Management
New York
$33K – – –
GWS
240
Glassman Wealth Services
Virginia
$31K – – –
RAM
241
Riggs Asset Management
Pennsylvania
$26K – – –
LF
242
Lee Financial
Texas
$20K – – –
RCAG
243
Rehmann Capital Advisory Group
Michigan
$17.4K – – –
PCG
244
Private Capital Group
Connecticut
$17K +$1.03K +31 +6%
WOC
245
West Oak Capital
California
$16.5K +$6.66K +200 +67%
SWP
246
Strategic Wealth Partners
Ohio
$16K +$16.6K +500 New
PGWM
247
Parisi Gray Wealth Management
New Jersey
$13K – – –
LFA
248
Legacy Financial Advisors
Kentucky
$12K -$299 -9 -2%
TFS
249
TrustCore Financial Services
Tennessee
$11K – – –
APP
250
Avantax Planning Partners
Iowa
$11K +$10.9K +329 New
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