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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
526
Kilter Group
New York
$2.51K -$652 -5 -20%
HWP
527
Highline Wealth Partners
California
$2.51K -$391 -3 -13%
CFM
528
Cornerstone Financial Management
Massachusetts
$2.39K – – –
IAS
529
IMA Advisory Services
Colorado
$2.39K +$913 +7 +58%
HWA
530
HHM Wealth Advisors
Tennessee
$2.39K +$2.48K +19 New
DAM
531
Delta Asset Management
Tennessee
$2.3K – – –
WA
532
Westfuller Advisors
New York
$2.26K -$4.69K -36 -67%
BWL
533
Bogart Wealth LLC
Virginia
$2.26K -$2.61K -20 -53%
PMFA
534
Plante Moran Financial Advisors
Michigan
$2.26K +$2.35K +18 New
AW
535
Avion Wealth
Texas
$2K -$130 -1 -6%
JWM
536
JPL Wealth Management
Colorado
$1.89K +$652 +5 +50%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$1.89K – – –
MNA
538
Manning & Napier Advisors
New York
$1.78K +$1.83K +14 New
RWM
539
Raffa Wealth Management
District of Columbia
$1.76K +$652 +5 +56%
CMA
540
Cedar Mountain Advisors
Oregon
$1.76K +$1.83K +14 New
CH
541
Cromwell Holdings
Wyoming
$1.63K -$12.8K -98 -88%
ZBNA
542
Zions Bancorporation, National Association
Utah
$1.63K -$1.83K -14 -52%
AW
543
Ankerstar Wealth
Texas
$1.51K – – –
MEG
544
Millstone Evans Group
Colorado
$1.51K – – –
FNWA
545
Financial Network Wealth Advisors
Utah
$1.51K +$1.56K +12 New
TCM
546
TD Capital Management
Tennessee
$1.39K – – –
MAM
547
Marquette Asset Management
Minnesota
$1.38K – – –
RWS
548
Retirement Wealth Solutions
Wisconsin
$1.26K -$130 -1 -9%
PP
549
Paladin Partners
Wisconsin
$1.26K – – –
TSMHT
550
Thurston Springer Miller Herd & Titak
Indiana
$1.26K – – –
20 21
22
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