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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
401
IAG Wealth Partners
Wisconsin
$8K – – –
CAL
402
Capital Analysts LLC
Pennsylvania
$7K – – –
JWBC
403
John W. Brooker & Co
California
$7K – – –
PFO
404
Pathstone Family Office
New Jersey
$7K – – –
RG
405
Retirement Group
California
$7K +$4.46K +91 New
NC
406
NewSquare Capital
Pennsylvania
$7K +$4.51K +92 +920%
FWM
407
Focused Wealth Management
New York
$6K -$4.42K -90 -54%
LFG
408
Larson Financial Group
Missouri
$6K +$981 +20 +35%
CWC
409
Carolinas Wealth Consulting
North Carolina
$6K +$3.73K +76 New
ME
410
McIlrath & Eck
Washington
$5K +$3.04K +62 New
CPW
411
Catalyst Private Wealth
California
$5K +$3.53K +72 New
PFWA
412
Paces Ferry Wealth Advisors
Georgia
$5K +$3.68K +75 New
PFA
413
Professional Financial Advisors
Nebraska
$5K +$4.91K +100 New
KFS
414
Kelly Financial Services
Massachusetts
$4.87K -$12.2K -248 -79%
BWA
415
BDO Wealth Advisors
Florida
$4K -$4.91K -100 -67%
LC
416
Lindbrook Capital
California
$4K – – –
TIM
417
Tortoise Investment Management
New York
$4K – – –
TC
418
Trust Company
Kansas
$4K – – –
BCA
419
Berman Capital Advisors
Georgia
$3K – – –
FMP
420
Financial Management Professionals
Texas
$3K – – –
BHWM
421
Bay Harbor Wealth Management
Maryland
$3K +$1.86K +38 New
PFS
422
Prospera Financial Services
Texas
$3K +$2.21K +45 New
PA
423
Parallel Advisors
California
$3K +$2.35K +48 New
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$2K +$1.42K +29 New
CFA
425
Carroll Financial Associates
North Carolina
$2K +$1.81K +37 +1,233%
15 16
17
18 19