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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
326
Leonteq Securities AG
Switzerland
$450K +$507K +5,882 New
AWA
327
Arkadios Wealth Advisors
Georgia
$446K +$493K +5,720 +4,974%
FHB
328
First Hawaiian Bank
Hawaii
$434K -$170K -1,977 -26%
AI
329
AdvisorShares Investments
Maryland
$424K -$1.4M -16,269 -75%
MC
330
Moors & Cabot
Massachusetts
$424K -$252K -2,930 -35%
RIA
331
Regal Investment Advisors
Michigan
$424K +$478K +5,547 New
FHA
332
Flagship Harbor Advisors
Massachusetts
$409K -$83.8K -973 -15%
IMRF
333
Illinois Municipal Retirement Fund
Illinois
$407K – – –
LSPW
334
Lake Street Private Wealth
Illinois
$403K +$87K +1,010 +24%
UR
335
USCA RIA
Texas
$402K +$452K +5,250 New
AWM
336
Avitas Wealth Management
California
$390K -$196K -2,275 -31%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$388K +$36.9K +429 +9%
FTDI
338
First Trust Direct Indexing
Massachusetts
$384K +$432K +5,018 New
RHBC
339
R.H. Bluestein & Co
Michigan
$382K – – –
PFA
340
Paradigm Financial Advisors
Missouri
$380K +$28.1K +326 +7%
VFA
341
Valeo Financial Advisors
Indiana
$380K +$71.1K +826 +20%
TCM
342
Teza Capital Management
Illinois
$376K +$423K +4,912 New
MPPW
343
Mitchell & Pahl Private Wealth
Oklahoma
$367K – – –
LA
344
LexAurum Advisors
Kansas
$362K +$1.29K +15 +0.3%
AF
345
Advisornet Financial
Minnesota
$362K +$48.9K +568 +14%
PG
346
Pendal Group
Australia
$361K +$406K +4,713 New
GKWIM
347
Gerber Kawasaki Wealth & Investment Management
California
$356K +$114K +1,320 +39%
CI
348
Cigna Investments
Connecticut
$354K -$64.6K -750 -14%
IAP
349
Indie Asset Partners
Indiana
$348K +$109K +1,270 +39%
DC
350
Davenport & Co
Virginia
$344K +$30.3K +352 +8%
12 13
14
15 16