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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
401
Bay Harbor Wealth Management
Maryland
$8K – – –
MA
402
Montag & Associates
Georgia
$8K – – –
CFO
403
CVA Family Office
Colorado
$8K +$5.4K +160 +145%
TCWM
404
Total Clarity Wealth Management
Illinois
$8K +$8.44K +250 New
MIFH
405
Migdal Insurance & Financial Holdings
Israel
$7K -$34.1K -1,009 -81%
SAM
406
Strategic Asset Management
Minnesota
$7K -$1.32K -39 -14%
EWM
407
Endurance Wealth Management
Rhode Island
$7K – – –
PCG
408
Private Capital Group
Connecticut
$7K – – –
VNA
409
Valley National Advisers
Pennsylvania
$7K – – –
AP
410
Atwood & Palmer
Missouri
$6K – – –
MCM
411
Manchester Capital Management
Vermont
$6K – – –
ODG
412
O'Dell Group
Ohio
$6K – – –
TCM
413
Tradewinds Capital Management
Washington
$6K – – –
UAML
414
US Asset Management LLC
Pennsylvania
$6K – – –
GLLW
415
Graves Light Lenhart Wealth
Virginia
$5K -$3.38K -100 -37%
CA
416
Centerpoint Advisors
Massachusetts
$5K – – –
TVWM
417
Tower View Wealth Management
Wisconsin
$5K – – –
BIA
418
Bell Investment Advisors
California
$5K +$5.13K +152 New
CMP
419
Coston McIsaac & Partners
Maine
$5K +$5.5K +163 New
EWA
420
EverSource Wealth Advisors
Alabama
$4K -$1.69K -50 -28%
HCP
421
Hexagon Capital Partners
Arkansas
$4K -$1.69K -50 -30%
CAL
422
Capital Analysts LLC
Pennsylvania
$4K – – –
MAWCM
423
Mine & Arao Wealth Creation & Management
California
$4K – – –
ST
424
Smithfield Trust
Pennsylvania
$4K – – –
AWM
425
Accel Wealth Management
Iowa
$4K +$743 +22 +22%
15 16
17
18 19