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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$2.79K +$1.17K +9 +82%
AAG
527
Armstrong Advisory Group
Massachusetts
$2.64K -$5.22K -40 -66%
SN
528
Sittner & Nelson
Oregon
$2.64K – – –
VWA
529
Valued Wealth Advisors
Utah
$2.52K -$130 -1 -5%
KG
530
Kilter Group
New York
$2.51K -$652 -5 -20%
HWP
531
Highline Wealth Partners
California
$2.51K -$391 -3 -13%
CFM
532
Cornerstone Financial Management
Massachusetts
$2.39K – – –
IAS
533
IMA Advisory Services
Colorado
$2.39K +$913 +7 +58%
HWA
534
HHM Wealth Advisors
Tennessee
$2.39K +$2.48K +19 New
DAM
535
Delta Asset Management
Tennessee
$2.3K – – –
WA
536
Westfuller Advisors
New York
$2.26K -$4.69K -36 -67%
BWL
537
Bogart Wealth LLC
Virginia
$2.26K -$2.61K -20 -53%
PMFA
538
Plante Moran Financial Advisors
Michigan
$2.26K +$2.35K +18 New
AW
539
Avion Wealth
Texas
$2K -$130 -1 -6%
JWM
540
JPL Wealth Management
Colorado
$1.89K +$652 +5 +50%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$1.89K – – –
MNA
542
Manning & Napier Advisors
New York
$1.78K +$1.83K +14 New
RWM
543
Raffa Wealth Management
District of Columbia
$1.76K +$652 +5 +56%
CMA
544
Cedar Mountain Advisors
Oregon
$1.76K +$1.83K +14 New
CH
545
Cromwell Holdings
Wyoming
$1.63K -$12.8K -98 -88%
ZBNA
546
Zions Bancorporation, National Association
Utah
$1.63K -$1.83K -14 -52%
AW
547
Ankerstar Wealth
Texas
$1.51K – – –
MEG
548
Millstone Evans Group
Colorado
$1.51K – – –
FNWA
549
Financial Network Wealth Advisors
Utah
$1.51K +$1.56K +12 New
TCM
550
TD Capital Management
Tennessee
$1.39K – – –
20 21
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