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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
601
Putney Financial Group
California
$41.7K – – –
EWA
602
EverSource Wealth Advisors
Alabama
$40.9K -$108K -511 -73%
HWM
603
HighMark Wealth Management
Minnesota
$40.9K – – –
POIA
604
Pin Oak Investment Advisors
Texas
$40K – – –
NSIM
605
North Star Investment Management
Illinois
$40K – – –
SBFM
606
S-Bank Fund Management
Finland
$37.4K +$36.1K +171 New
MCM
607
Manchester Capital Management
Vermont
$36.3K – – –
OWA
608
Opal Wealth Advisors
New York
$34.7K +$33.5K +159 New
CH
609
Cromwell Holdings
Wyoming
$34.7K +$422 +2 +1%
CT
610
Colonial Trust
South Carolina
$34.3K – – –
FNWA
611
Financial Network Wealth Advisors
Utah
$33.2K +$1.48K +7 +5%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$33K +$18.4K +87 +136%
AAG
613
Armstrong Advisory Group
Massachusetts
$32.6K – – –
MMCM
614
Murphy & Mullick Capital Management
New York
$31.5K – – –
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$30.8K -$1.23M -5,813 -98%
SIM
616
Sentry Investment Management
Wisconsin
$30K -$9.7K -46 -23%
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$27.3K – – –
HI
618
Harbour Investments
Wisconsin
$27.3K +$5.06K +24 +24%
VBA
619
von Borstel & Associates
Oregon
$27K +$26.2K +124 New
SC
620
SouthState Corp
Florida
$26.7K +$25.7K +122 New
IA
621
IFP Advisors
Florida
$26.1K -$18.8K -89 -43%
GJIA
622
Glass Jacobson Investment Advisors
Maryland
$26K – – –
CAL
623
Capital Analysts LLC
Pennsylvania
$26K -$14.6K -69 -37%
AAM
624
Advisors Asset Management
Colorado
$24.9K -$11.4K -54 -32%
DI
625
DAGCO Inc
Ohio
$22.9K +$22.1K +105 New
23 24
25
26 27