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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
526
Grove Bank & Trust
Florida
$2.55K -$289K -2,163 -99%
WB
527
Webster Bank
Connecticut
$2.43K – – –
RS
528
Rakuten Securities
Japan
$2.31K +$1.07K +8 +73%
CFM
529
Cornerstone Financial Management
Massachusetts
$2.31K +$2.54K +19 New
DAM
530
Delta Asset Management
Tennessee
$2.22K – – –
NWMP
531
Noble Wealth Management PBC
Colorado
$2.21K +$2.41K +18 New
PWMG
532
Private Wealth Management Group
New Jersey
$2.19K -$401 -3 -14%
AW
533
Avion Wealth
Texas
$2K +$2.41K +18 New
EWP
534
Elevation Wealth Partners
California
$1.95K -$3.48K -26 -62%
OPTFSNA
535
Old Point Trust & Financial Services N A
Virginia
$1.95K – – –
TFA
536
Transamerica Financial Advisors
Florida
$1.94K +$1.47K +11 +220%
MCM
537
MV Capital Management
Maryland
$1.82K +$535 +4 +36%
TE
538
Tema ETFs
New York
$1.82K -$50.6K -378 -96%
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$1.82K -$2.14K -16 -52%
PWA
540
Physician Wealth Advisors
Utah
$1.58K +$803 +6 +86%
IAS
541
IMA Advisory Services
Colorado
$1.46K -$268 -2 -14%
MEG
542
Millstone Evans Group
Colorado
$1.46K – – –
AW
543
Ankerstar Wealth
Texas
$1.46K +$1.61K +12 New
CPG
544
Cornerstone Planning Group
New Jersey
$1.45K -$2.27K -17 -61%
TCM
545
TD Capital Management
Tennessee
$1.34K +$1.47K +11 New
BGAI
546
Bruce G. Allen Investments
Colorado
$1.34K -$2.01K -15 -58%
RWS
547
Retirement Wealth Solutions
Wisconsin
$1.34K +$937 +7 +175%
MAM
548
Marquette Asset Management
Minnesota
$1.34K +$1.47K +11 New
GWM
549
Gilpin Wealth Management
Colorado
$1.22K +$1.34K +10 New
JWM
550
JPL Wealth Management
Colorado
$1.22K +$1.34K +10 New
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