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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$3K +$2.4K +14 +200%
VWA
602
Valued Wealth Advisors
Utah
$2.87K – – –
HWA
603
HHM Wealth Advisors
Tennessee
$2.86K – – –
BGAI
604
Bruce G. Allen Investments
Colorado
$2.86K +$3.43K +20 New
MCM
605
MV Capital Management
Maryland
$2.72K -$686 -4 -17%
MHR
606
Matthew Hamilton Rosenberg
$2.7K – – –
ZB
607
Zions Bancorporation
Utah
$2.43K +$2.06K +12 +240%
CTWM
608
Cherry Tree Wealth Management
Minnesota
$2.15K – – –
GJIA
609
Glass Jacobson Investment Advisors
Maryland
$2.15K – – –
GKIM
610
GW&K Investment Management
Massachusetts
$2K +$1.37K +8 +133%
CA
611
Continuum Advisory
Idaho
$1.86K -$514 -3 -19%
MA
612
MCF Advisors
Kentucky
$1.86K +$2.06K +12 +1,200%
FW
613
Fairway Wealth
Ohio
$1.86K +$2.23K +13 New
BHWM
614
Beaird Harris Wealth Management
Texas
$1.72K +$1.89K +11 +1,100%
S
615
Sachetta
Massachusetts
$1.66K +$1.72K +10 New
WWM
616
Wolff Wiese Magana
California
$1.43K -$8.4K -49 -83%
HCM
617
Hollencrest Capital Management
California
$1.43K – – –
GI
618
Gradient Investments
Minnesota
$1.43K +$1.72K +10 New
TFF
619
The Family Firm
Maryland
$1.29K +$1.54K +9 New
UWS
620
Unique Wealth Strategies
Illinois
$1.19K +$1.03K +6 New
RWM
621
Raffa Wealth Management
District of Columbia
$1.14K – – –
TWP
622
Triad Wealth Partners
Kansas
$1.14K +$1.37K +8 New
BIA
623
Bell Investment Advisors
California
$1K -$3.09K -18 -72%
RTL
624
Red Tortoise LLC
Georgia
$1K – – –
FMP
625
Financial Management Professionals
Texas
$1K – – –
23 24
25
26 27