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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
626
Valued Wealth Advisors
Utah
$5.2K +$4.23K +20 New
BIA
627
Bell Investment Advisors
California
$5.17K +$2.33K +11 +79%
SN
628
Sittner & Nelson
Oregon
$4.34K – – –
HWA
629
HHM Wealth Advisors
Tennessee
$4.13K -$6.98K -33 -62%
FMP
630
Financial Management Professionals
Texas
$4K +$1.69K +8 +73%
LC
631
Lindbrook Capital
California
$3.93K -$1.06K -5 -21%
MHR
632
Matthew Hamilton Rosenberg
$3.93K – – –
PP
633
PFS Partners
New Jersey
$3.53K – – –
FCA
634
FinTrust Capital Advisors
South Carolina
$3.52K -$6.98K -33 -66%
CIA
635
Cape Investment Advisory
Georgia
$3.31K +$3.38K +16 New
CTWM
636
Cherry Tree Wealth Management
Minnesota
$3.1K – – –
GJIA
637
Glass Jacobson Investment Advisors
Maryland
$3.1K – – –
AWM
638
Abound Wealth Management
Tennessee
$2.48K +$211 +1 +9%
FFO
639
Fortitude Family Office
Arizona
$2.27K +$2.33K +11 New
CP
640
Castleview Partners
Texas
$2.07K – – –
MSWM
641
McGlone Suttner Wealth Management
Wisconsin
$2.07K +$2.11K +10 New
HCM
642
Hollencrest Capital Management
California
$2.07K -$1.06K -5 -33%
TVAMP
643
Tennessee Valley Asset Management Partners
Tennessee
$2.07K +$2.11K +10 New
VL
644
Vima LLC
Michigan
$2.07K +$2.11K +10 New
JWA
645
JFS Wealth Advisors
Pennsylvania
$1.86K +$423 +2 +29%
LFG
646
Larson Financial Group
Missouri
$1.65K -$7.82K -37 -82%
RWM
647
Raffa Wealth Management
District of Columbia
$1.65K – – –
NSG
648
Nalls Sherbakoff Group
Tennessee
$1.45K – – –
RTL
649
Red Tortoise LLC
Georgia
$1.45K – – –
PWMG
650
Private Wealth Management Group
New Jersey
$1.24K +$1.27K +6 New
24 25
26
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