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Global Payments
GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
701
Cornerstone National Bank & Trust
Illinois
$7.13K – – –
PB
702
Pinnacle Bancorp
Nebraska
$6.97K – – –
EP
703
Evelyn Partners
$6.68K +$6.33K +92 New
SIM
704
Synergy Investment Management
Florida
$6.53K +$5.09K +74 New
WTA
705
Washington Trust Advisors
Massachusetts
$6.38K +$6.06K +88 New
NWMP
706
Noble Wealth Management PBC
Colorado
$6.17K – – –
OAJ
707
Ogorek Anthony Joseph
New York
$6K -$2.13K -31 -26%
APFP
708
Action Point Financial Planning
Michigan
$5.59K +$5.64K +82 New
JWA
709
JFS Wealth Advisors
Pennsylvania
$5.51K +$2.41K +35 +85%
HIA
710
Harbor Investment Advisory
Maryland
$5.44K +$5.16K +75 New
MAM
711
Meeder Asset Management
Ohio
$5.15K -$797K -11,582 -99%
FHC
712
First Horizon Corporation
Tennessee
$4.86K – – –
EWP
713
Elevation Wealth Partners
California
$4.79K -$413 -6 -8%
PWMG
714
Private Wealth Management Group
New Jersey
$4.79K +$2.06K +30 +83%
MWA
715
Medallion Wealth Advisors
Connecticut
$4.43K – – –
EFMH
716
E Fund Management (HK)
Hong Kong
$4.28K – – –
M
717
MOTCO
Texas
$4.14K +$413 +6 +12%
BFS
718
Burkett Financial Services
South Carolina
$4.07K +$69 +1 +2%
BWL
719
Bogart Wealth LLC
Virginia
$3.99K -$4.61K -67 -55%
SSG
720
Summit Securities Group
New York
$3.92K -$27.5K -400 -88%
TWC
721
TD Waterhouse Canada
Ontario, Canada
$3.76K +$2.06K +30 +150%
AEPWM
722
Atlantic Edge Private Wealth Management
Florida
$3.63K – – –
CFM
723
Cornerstone Financial Management
Massachusetts
$3.63K +$1.86K +27 +117%
BHWM
724
Bay Harbor Wealth Management
Maryland
$3.19K +$1.93K +28 +175%
CCMI
725
Creative Capital Management Investments
California
$3.05K +$2.89K +42 New
27 28
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30 31