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AptarGroup
ATR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
476
Private Wealth Management Group
New Jersey
$6.39K +$2.06K +17 +50%
TSMHT
477
Thurston Springer Miller Herd & Titak
Indiana
$6.26K – – –
YAL
478
Your Advocates Ltd
Texas
$6.26K – – –
RIL
479
Rothschild Investment LLC
Illinois
$5.76K -$85.9K -708 -94%
HNW
480
High Note Wealth
Minnesota
$5.26K +$1.09K +9 +27%
JWA
481
JFS Wealth Advisors
Pennsylvania
$5.13K +$850 +7 +21%
CCWM
482
Cassaday & Co Wealth Management
Virginia
$5.01K -$243 -2 -5%
RF
483
Rossby Financial
Florida
$5.01K +$485 +4 +11%
SWM
484
Spire Wealth Management
Virginia
$4.76K – – –
LI
485
LRI Investments
Florida
$4.63K +$4.49K +37 New
S
486
Sachetta
Massachusetts
$4.51K +$243 +2 +6%
MAM
487
Marquette Asset Management
Minnesota
$4.26K +$3.64K +30 +750%
FFO
488
Fortitude Family Office
Arizona
$4.01K -$1.21K -10 -24%
CPG
489
Cornerstone Planning Group
New Jersey
$3.88K +$243 +2 +7%
CMBA
490
C.M. Bidwell & Associates
Hawaii
$3.76K – – –
CFO
491
CVA Family Office
Colorado
$3.63K -$6.92K -57 -66%
CMA
492
Cedar Mountain Advisors
Oregon
$3.51K – – –
CFD
493
Creative Financial Designs
Indiana
$3.51K – – –
RWM
494
Rialto Wealth Management
New York
$3.38K +$1.82K +15 +125%
APFP
495
Action Point Financial Planning
Michigan
$3.38K +$3.4K +28 New
Q1WB
496
Quest 10 Wealth Builders
Virginia
$3.38K +$243 +2 +8%
TPCW
497
TD Private Client Wealth
New York
$3.38K +$850 +7 +35%
BL
498
BFSG LLC
California
$3.13K +$3.03K +25 New
KCM
499
Key Capital Management
Tennessee
$3K +$850 +7 +41%
PWA
500
Principia Wealth Advisory
Texas
$3K +$2.19K +18 +300%
18 19
20
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