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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
326
Golden State Wealth Management
California
$2.2K – – –
NRG
327
Nemes Rush Group
Michigan
$1.99K – – –
MIM
328
Manitou Investment Management
Ontario, Canada
$1.94K – – –
LFG
329
Larson Financial Group
Missouri
$1.88K – – –
WT
330
Whittier Trust
California
$1.73K -$8.01K -410 -79%
WT
331
Washington Trust
Rhode Island
$1.68K +$59 +3 +3%
CFD
332
Creative Financial Designs
Indiana
$1.63K – – –
WBC
333
West Branch Capital
Massachusetts
$1.63K – – –
BI
334
Binnacle Investments
Iowa
$1.63K +$1.95K +100 New
SAM
335
Smartleaf Asset Management
Massachusetts
$1.56K +$195 +10 +12%
CPG
336
Cornerstone Planning Group
New Jersey
$1.26K – – –
AAP
337
Arax Advisory Partners
Colorado
$1.21K +$1.45K +74 New
BFS
338
Bare Financial Services
Pennsylvania
$1.21K +$1.45K +74 New
TC
339
Truvestments Capital
Florida
$1.16K – – –
CIAM
340
Caitong International Asset Management
Hong Kong
$1.09K +$1.31K +67 New
1IA
341
1620 Investment Advisors
Massachusetts
$1.06K +$1.27K +65 New
PW
342
Pandora Wealth
Illinois
$1.06K +$1.27K +65 New
AIC
343
Archer Investment Corporation
Indiana
$962 – – –
TC
344
Trust Company
Kansas
$946 – – –
PGAM
345
Princeton Global Asset Management
New Jersey
$897 – – –
NECFA
346
New England Capital Financial Advisors
Connecticut
$816 – – –
SIM
347
Studio Investment Management
Illinois
$816 – – –
LWANC
348
Laurel Wealth Advisors (North Carolina)
North Carolina
$751 – – –
GIA
349
GHP Investment Advisors
Colorado
$734 – – –
SC
350
SouthState Corp
Florida
$718 +$567 +29 +193%
12 13
14
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