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AptarGroup
ATR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
476
Principia Wealth Advisory
Texas
$1.46K +$1.48K +12 New
TWD
477
True Wealth Design
Ohio
$1.34K -$6.18K -50 -82%
MDA
478
Minot DeBlois Advisors
Massachusetts
$1.22K – – –
FC
479
Financial Consulate
Maryland
$1.22K +$741 +6 +150%
AWM
480
Activest Wealth Management
Florida
$1.22K +$1.24K +10 New
AF
481
Advisornet Financial
Minnesota
$1.1K +$1.11K +9 New
GSWM
482
Golden State Wealth Management
California
$1.1K +$1.11K +9 New
RF
483
Rossby Financial
Florida
$976 +$124 +1 +14%
CTA
484
Colonial Trust Advisors
South Carolina
$976 +$988 +8 New
HFS
485
Hughes Financial Services
Virginia
$854 +$371 +3 +75%
WETS
486
Wealth Enhancement Trust Services
South Dakota
$854 +$865 +7 New
CH
487
Cromwell Holdings
Wyoming
$732 -$494 -4 -40%
BFS
488
Bare Financial Services
Pennsylvania
$732 – – –
RWM
489
Rialto Wealth Management
New York
$732 +$124 +1 +20%
BHWM
490
Bay Harbor Wealth Management
Maryland
$731 +$124 +1 +20%
HIA
491
HFM Investment Advisors
New Jersey
$610 +$247 +2 +67%
EWP
492
Elevation Wealth Partners
California
$610 +$618 +5 New
FMP
493
Financial Management Professionals
Texas
$488 – – –
BWL
494
Bogart Wealth LLC
Virginia
$488 +$494 +4 New
CFO
495
CVA Family Office
Colorado
$488 +$494 +4 New
OC
496
Optima Capital
Oregon
$488 +$494 +4 New
PWA
497
Physician Wealth Advisors
Utah
$488 +$494 +4 New
ACA
498
American Capital Advisory
Idaho
$366 +$371 +3 New
FFO
499
Fortitude Family Office
Arizona
$244 -$2.35K -19 -90%
SA
500
Seneschal Advisors
Washington
$244 – – –
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