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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
476
Ellevest Inc
New York
$38K +$12.5K +145 +42%
CA
477
Crewe Advisors
Utah
$38K +$12.9K +150 +44%
JWA
478
JFS Wealth Advisors
Pennsylvania
$37K – – –
LFG
479
Larson Financial Group
Missouri
$35K +$603 +7 +2%
PWP
480
Personal Wealth Partners
Minnesota
$31K +$34.4K +400 New
BWM
481
Baystate Wealth Management
Massachusetts
$30K +$25.8K +300 +333%
DTIM
482
Danda Trouve Investment Management
Kansas
$28K +$31.1K +361 New
HFS
483
Hantz Financial Services
Michigan
$27K +$30.5K +354 New
VNA
484
Valley National Advisers
Pennsylvania
$25K +$5.17K +60 +23%
TCWA
485
Ten Capital Wealth Advisors
Washington
$25K +$9.47K +110 +52%
CTC
486
Central Trust Company
Missouri
$24K +$26.8K +311 New
QCG
487
Quadrant Capital Group
Ohio
$23K -$10.3K -120 -29%
NSB
488
Norway Savings Bank
Maine
$23K – – –
HNB
489
Huntington National Bank
Ohio
$23K +$8.61K +100 +50%
SWA
490
SOA Wealth Advisors
New York
$23K +$21.6K +251 +456%
FI
491
Financial Insights
Washington
$22.9K +$25.8K +300 New
PCG
492
Private Capital Group
Connecticut
$22K +$4.74K +55 +24%
BBL
493
Beck Bode LLC
Massachusetts
$22K +$24.4K +283 New
CWM
494
Cedar Wealth Management
California
$21K +$23.3K +270 New
MA
495
Montag & Associates
Georgia
$19K – – –
TFGT
496
TS Financial Group (TSFG)
Illinois
$19K +$2.76K +32 +15%
BCA
497
Berman Capital Advisors
Georgia
$19K +$6.63K +77 +44%
IFAM
498
Institutional & Family Asset Management
Colorado
$18K -$53.4K -620 -73%
HWMA
499
Heritage Wealth Management (Arizona)
Arizona
$18K +$8.61K +100 +77%
GAM
500
Gemmer Asset Management
California
$17K – – –
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