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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
TBFA
326
Three Bearings Fiduciary Advisors
New Hampshire
$2.14K – – –
AIM
327
Axiom Investment Management
New York
$2.14K +$1.79K +100 New
SHIM
328
Stone House Investment Management
Pennsylvania
$2.14K +$1.79K +100 New
FFO
329
Fortitude Family Office
Arizona
$1.82K +$896 +50 +143%
TWD
330
True Wealth Design
Ohio
$1.67K +$269 +15 +24%
IAIM
331
International Assets Investment Management
Florida
$1.53K +$430 +24 +51%
TFA
332
Transamerica Financial Advisors
Florida
$1.45K +$269 +15 +28%
JWA
333
JFS Wealth Advisors
Pennsylvania
$1.26K +$1.06K +59 New
AIC
334
Archer Investment Corporation
Indiana
$1.26K – – –
ZBNA
335
Zions Bancorporation, National Association
Utah
$1.26K – – –
EWP
336
Elevation Wealth Partners
California
$1.15K – – –
JWM
337
JPL Wealth Management
Colorado
$1.11K +$932 +52 New
BA
338
Blueline Advisors
New Hampshire
$1.07K – – –
NECFA
339
New England Capital Financial Advisors
Connecticut
$1.07K – – –
GIA
340
GHP Investment Advisors
Colorado
$962 – – –
CPG
341
Cornerstone Planning Group
New Jersey
$942 – – –
CCMI
342
Creative Capital Management Investments
California
$940 +$788 +44 New
EB
343
Eastern Bank
Massachusetts
$833 – – –
FCAS
344
First Command Advisory Services
Texas
$726 – – –
SIS
345
Strategic Investment Solutions
Illinois
$726 – – –
PWA
346
Physician Wealth Advisors
Utah
$663 – – –
IRC
347
Investors Research Corp
Georgia
$619 – – –
NF
348
Napier Financial
Massachusetts
$598 – – –
CFO
349
CVA Family Office
Colorado
$577 +$484 +27 New
APFP
350
Action Point Financial Planning
Michigan
$555 +$466 +26 New
12 13
14
15 16