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Peloton Interactive
PTON

Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
476
New Potomac Partners
Maryland
$20K – – –
SIAP
477
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
GAM
478
Gemmer Asset Management
California
$20K +$14.7K +200 New
HF
479
Halpern Financial
Virginia
$19.8K – – –
GRP
480
Global Retirement Partners
California
$19K +$5K +68 +55%
EWM
481
Edge Wealth Management
New York
$17K -$48.9K -665 -79%
KFS
482
Kelly Financial Services
Massachusetts
$16.2K +$10.3K +140 +609%
AWM
483
AllSquare Wealth Management
New York
$16K -$8.17K -111 -41%
IFAM
484
Institutional & Family Asset Management
Colorado
$16K +$4.41K +60 +60%
FCH
485
Freestone Capital Holdings
Washington
$14.9K +$11K +150 New
VNA
486
Valley National Advisers
Pennsylvania
$13K -$1.32K -18 -12%
QCG
487
Quadrant Capital Group
Ohio
$13K +$9.71K +132 New
TF
488
TimeScale Financial
Massachusetts
$11K – – –
PO
489
Private Ocean
California
$11K +$1.1K +15 +15%
BAM
490
Bellevue Asset Management
Washington
$10K -$14.1K -191 -66%
RIM
491
Rockbridge Investment Management
New York
$10K -$1.62K -22 -18%
CA
492
Clearstead Advisors
Ohio
$10K – – –
HCA
493
Horan Capital Advisors
Ohio
$10K +$7.36K +100 New
NSB
494
Norway Savings Bank
Maine
$10K +$7.36K +100 New
PFSC
495
Peoples Financial Services Corp
Pennsylvania
$10K +$7.36K +100 New
RFA
496
Reilly Financial Advisors
California
$10K +$7.36K +100 New
WT
497
Whittier Trust
California
$10K +$7.36K +100 New
FHA
498
First Horizon Advisors
Tennessee
$10K +$7.5K +102 New
HI
499
Hudock Inc
Pennsylvania
$9K – – –
TCCM
500
Timber Creek Capital Management
Massachusetts
$9K – – –
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