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Axalta
AXTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
351
Sound Income Strategies
Florida
$1.8K – – –
KG
352
Kilter Group
New York
$1.69K +$1.94K +61 New
RWM
353
Rialto Wealth Management
New York
$1.64K +$63 +2 +4%
JWM
354
JPL Wealth Management
Colorado
$1.47K +$1.68K +53 New
MAS
355
MPWM Advisory Solutions
Georgia
$1.47K – – –
AGWCA
356
Annis Gardner Whiting Capital Advisors
Florida
$1.16K – – –
BHWM
357
Bay Harbor Wealth Management
Maryland
$1.14K +$666 +21 +105%
HWP
358
Highline Wealth Partners
California
$970 -$3.08K -97 -73%
CH
359
Cromwell Holdings
Wyoming
$970 +$349 +11 +46%
SFS
360
Sunrise Financial Services
Washington
$831 – – –
RWM
361
Raffa Wealth Management
District of Columbia
$831 +$32 +1 +3%
DPW
362
DiNuzzo Private Wealth
Pennsylvania
$804 -$32 -1 -3%
RF
363
Rossby Financial
Florida
$802 +$761 +24 +480%
ACA
364
American Capital Advisory
Idaho
$748 -$222 -7 -21%
PWA
365
Principia Wealth Advisory
Texas
$748 -$159 -5 -16%
BFS
366
Bare Financial Services
Pennsylvania
$693 +$793 +25 New
DF
367
Dunhill Financial
United Kingdom
$648 +$603 +19 +475%
CIAM
368
Caitong International Asset Management
Hong Kong
$554 +$349 +11 +122%
CFM
369
Cornerstone Financial Management
Massachusetts
$526 – – –
BWL
370
Bogart Wealth LLC
Virginia
$471 -$32 -1 -6%
VWM
371
Vermillion Wealth Management
Minnesota
$416 +$476 +15 New
KFAS
372
Keating Financial Advisory Services
Kansas
$360 -$3.14K -99 -88%
HIA
373
HFM Investment Advisors
New Jersey
$332 -$32 -1 -8%
IWS
374
Intentional Wealth Strategies
Colorado
$277 +$317 +10 New
AT
375
Arlington Trust
Alabama
$249 +$286 +9 New
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15
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