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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
326
SJS Investment Consulting
Ohio
$1.46K -$1K -72 -43%
RFP
327
Root Financial Partners
California
$1.2K +$1.06K +76 +1,900%
GSWM
328
Golden State Wealth Management
California
$1.1K – – –
TWD
329
True Wealth Design
Ohio
$947 -$9.35K -672 -91%
AIC
330
Archer Investment Corporation
Indiana
$887 – – –
ZBNA
331
Zions Bancorporation, National Association
Utah
$887 +$821 +59 New
TC
332
Trust Company
Kansas
$872 – – –
EWP
333
Elevation Wealth Partners
California
$812 +$751 +54 New
TFA
334
Transamerica Financial Advisors
Florida
$796 +$459 +33 +165%
CPG
335
Cornerstone Planning Group
New Jersey
$770 – – –
BA
336
Blueline Advisors
New Hampshire
$752 – – –
NECFA
337
New England Capital Financial Advisors
Connecticut
$752 – – –
GSEP
338
Golden State Equity Partners
California
$751 +$695 +50 New
IAIM
339
International Assets Investment Management
Florida
$705 -$5.12K -368 -89%
GIA
340
GHP Investment Advisors
Colorado
$677 – – –
PFBT
341
Parkside Financial Bank & Trust
Missouri
$662 -$1K -72 -62%
EB
342
Eastern Bank
Massachusetts
$586 – – –
FFO
343
Fortitude Family Office
Arizona
$526 +$487 +35 New
FCAS
344
First Command Advisory Services
Texas
$511 – – –
SIS
345
Strategic Investment Solutions
Illinois
$511 – – –
PWA
346
Physician Wealth Advisors
Utah
$466 – – –
IRC
347
Investors Research Corp
Georgia
$436 +$403 +29 New
NF
348
Napier Financial
Massachusetts
$420 +$389 +28 New
AG
349
AmeriFlex Group
Nevada
$376 -$1.75K -126 -83%
GWM
350
Gilpin Wealth Management
Colorado
$376 +$223 +16 +178%
12 13
14
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