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AMTM

Amentum Holdings
AMTM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Proathlete Wealth Management
Florida
$1.32K – – –
AIM
402
Anchor Investment Management
South Carolina
$1.3K – – –
HNW
403
High Note Wealth
Minnesota
$1.3K – – –
FFO
404
Fortitude Family Office
Arizona
$1.3K +$1.28K +53 +530%
ZBNA
405
Zions Bancorporation, National Association
Utah
$1.28K +$1.4K +58 +1,450%
PWMG
406
Prestige Wealth Management Group
New Jersey
$1.18K +$556 +23 +68%
RS
407
Rakuten Securities
Japan
$1.14K -$1.96K -81 -60%
RWM
408
Rialto Wealth Management
New York
$1.03K +$556 +23 +85%
CAL
409
Capital Analysts LLC
Pennsylvania
$1K -$629 -26 -50%
CA
410
Centerpoint Advisors
Massachusetts
$1K – – –
APFP
411
Action Point Financial Planning
Michigan
$909 +$1.14K +47 New
KA
412
Kozak & Associates
Colorado
$889 – – –
BGAI
413
Bruce G. Allen Investments
Colorado
$806 -$508 -21 -35%
CCMI
414
Creative Capital Management Investments
California
$785 +$919 +38 New
NWS
415
Nvest Wealth Strategies
Ohio
$765 – – –
BIA
416
Bell Investment Advisors
California
$703 -$629 -26 -43%
JWA
417
JFS Wealth Advisors
Pennsylvania
$703 -$121 -5 -13%
MCM
418
MV Capital Management
Maryland
$703 – – –
PMFA
419
Plante Moran Financial Advisors
Michigan
$703 +$822 +34 New
CFD
420
Creative Financial Designs
Indiana
$682 – – –
BF
421
BOK Financial
Oklahoma
$682 +$798 +33 New
MB
422
MidFirst Bank
Oklahoma
$620 – – –
LF
423
LifeSteps Financial
California
$620 +$726 +30 New
SC
424
SouthState Corp
Florida
$559 +$218 +9 +50%
FPF
425
First Pacific Financial
Washington
$538 +$629 +26 New
15 16
17
18 19