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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
451
Pathstone Family Office
New Jersey
$9K – – –
PFA
452
Professional Financial Advisors
Nebraska
$9K +$428 +6 +6%
ME
453
McIlrath & Eck
Washington
$9K +$2.85K +40 +65%
1IA
454
1834 Investment Advisors
Wisconsin
$9K +$7.14K +100 New
CWP
455
Concord Wealth Partners
Virginia
$9K +$7.28K +102 New
CWA
456
Clearview Wealth Advisors
Oregon
$8K +$6.64K +93 New
FCH
457
Freestone Capital Holdings
Washington
$7.69K +$6.35K +89 New
PHK
458
Point72 Hong Kong
Hong Kong
$7K -$17.9K -251 -77%
FWM
459
Focused Wealth Management
New York
$7K – – –
RG
460
Retirement Group
California
$6K -$714 -10 -11%
LC
461
Lindbrook Capital
California
$6K +$642 +9 +16%
SWA
462
SOA Wealth Advisors
New York
$6K +$3.92K +55 New
PWMG
463
Prestige Wealth Management Group
New Jersey
$6K +$4.57K +64 New
CCA
464
Childress Capital Advisors
Texas
$6K +$5.14K +72 New
TC
465
Trust Company
Kansas
$5K – – –
PA
466
Parallel Advisors
California
$5K +$856 +12 +25%
BCA
467
Berman Capital Advisors
Georgia
$4K – – –
FMP
468
Financial Management Professionals
Texas
$4K – – –
TIM
469
Tortoise Investment Management
New York
$4K – – –
VCG
470
Vantage Consulting Group
Virginia
$4K +$3.28K +46 New
HCP
471
Hexagon Capital Partners
Arkansas
$4K +$3.57K +50 New
LWANC
472
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$3.57K +50 New
RPWA
473
Regent Peak Wealth Advisors
Georgia
$4K +$3.57K +50 New
MAM
474
Meeder Asset Management
Ohio
$3K -$415K -5,815 -99%
BHWM
475
Bay Harbor Wealth Management
Maryland
$3K – – –
17 18
19
20 21