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PENN

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
651
WealthShield Partners
North Carolina
– -$117K -1,529 Closed
H
652
Hexavest
Quebec, Canada
– -$117K -1,525 Closed
TI
653
tru Independence
Oregon
– -$62K -814 Closed
NICM
654
Neo Ivy Capital Management
New York
– -$58K -762 Closed
RDWM
655
Red Door Wealth Management
Tennessee
– -$46K -610 Closed
PWP
656
Personal Wealth Partners
Minnesota
– -$31K -400 Closed
FI
657
Financial Insights
Washington
– -$22.9K -300 Closed
BBL
658
Beck Bode LLC
Massachusetts
– -$22K -283 Closed
SB
659
Strategic Blueprint
Georgia
– -$17K -217 Closed
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
– -$9K -112 Closed
CFO
661
CVA Family Office
Colorado
– -$7K -89 Closed
MIM
662
Macroview Investment Management
Maryland
– -$4K -51 Closed
FIA
663
FNY Investment Advisers
New York
– -$2K -30 Closed
PSIWM
664
Paradigm Strategies in Wealth Management
Minnesota
– -$2K -30 Closed
PO
665
Private Ocean
California
– -$2K -25 Closed
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
– -$1.47K -20 -95%
BBHC
667
Brown Brothers Harriman & Co
New York
– -$1K -7 Closed
BWL
668
Bogart Wealth LLC
Virginia
– +$74 +1 New
RMC
669
Resources Management Corp
Connecticut
– +$294 +4 New
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