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Peloton Interactive
PTON

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
651
Smithfield Trust
Pennsylvania
$4K – – –
AWM
652
Avior Wealth Management
Nebraska
$4K +$5.31K +40 New
MAM
653
McCarthy Asset Management
California
$4K +$5.31K +40 New
BCWM
654
Bartlett & Co Wealth Management
Ohio
$3.82K – – –
RWM
655
Raffa Wealth Management
District of Columbia
$3.04K +$1.73K +13 +93%
PFA
656
Professional Financial Advisors
Nebraska
$3K -$425K -3,201 -99%
NL
657
NVWM LLC
Pennsylvania
$3K -$1.99K -15 -33%
CI
658
CX Institutional
Indiana
$3K +$265 +2 +8%
WCM
659
Wealthcare Capital Management
Virginia
$3K +$3.18K +24 New
FFA
660
Freedman Financial Associates
Massachusetts
$3K +$3.32K +25 New
GI
661
Gradient Investments
Minnesota
$3K +$3.71K +28 New
GEA
662
Glen Eagle Advisors
New Jersey
$2.7K -$1.99K -15 -38%
JPLA
663
Joseph P. Lucia & Associates
New York
$2K -$13.3K -100 -83%
IFAM
664
Institutional & Family Asset Management
Colorado
$2K -$6.37K -48 -71%
ZB
665
Zions Bancorporation
Utah
$2K -$3.18K -24 -60%
GWMIA
666
Global Wealth Management Investment Advisory
Florida
$2K -$1.33K -10 -32%
TFM
667
TFC Financial Management
Massachusetts
$2K – – –
SFO
668
Standard Family Office
South Dakota
$2K +$133 +1 +8%
FWM
669
Focused Wealth Management
New York
$2K +$1.86K +14 New
PA
670
Perennial Advisors
New York
$2K +$2.65K +20 New
WWMSC
671
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.65K +20 New
WWM
672
Wolff Wiese Magana
California
$2K +$2.65K +20 New
SWA
673
Sutton Wealth Advisors
Florida
$1.91K +$929 +7 +70%
CFA
674
Carroll Financial Associates
North Carolina
$1K -$204K -1,538 -99%
HFM
675
Harvest Fund Management
China
$1K -$148K -1,117 -99%
25 26
27
28 29