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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
626
Pacific Capital Wealth Advisors
California
$3.78K +$3.63K +19 New
MHR
627
Matthew Hamilton Rosenberg
$3.77K – – –
OP
628
ORG Partners
Indiana
$3.77K +$2.68K +14 +280%
PIM
629
Plato Investment Management
Australia
$3.58K -$23.1K -121 -87%
PP
630
PFS Partners
New Jersey
$3.4K – – –
VL
631
Vima LLC
Michigan
$3.04K – – –
CTWM
632
Cherry Tree Wealth Management
Minnesota
$2.99K – – –
GJIA
633
Glass Jacobson Investment Advisors
Maryland
$2.99K – – –
BTI
634
Blue Trust Inc
Georgia
$2.79K -$7.65K -40 -74%
CA
635
Continuum Advisory
Idaho
$2.78K +$3.06K +16 New
FFO
636
Fortitude Family Office
Arizona
$2.19K – – –
FMP
637
Financial Management Professionals
Texas
$2K -$1.72K -9 -47%
CP
638
Castleview Partners
Texas
$2K – – –
HCM
639
Hollencrest Capital Management
California
$1.99K – – –
MCM
640
Manchester Capital Management
Vermont
$1.79K +$1.15K +6 +200%
RWM
641
Raffa Wealth Management
District of Columbia
$1.59K – – –
PWMG
642
Private Wealth Management Group
New Jersey
$1.39K +$191 +1 +17%
RTL
643
Red Tortoise LLC
Georgia
$1.39K – – –
SIC
644
SJS Investment Consulting
Ohio
$1.2K +$383 +2 +50%
JWA
645
JFS Wealth Advisors
Pennsylvania
$1.2K -$574 -3 -33%
DIP
646
DT Investment Partners
Pennsylvania
$1.2K – – –
GKIM
647
GW&K Investment Management
Massachusetts
$1K -$191 -1 -14%
PVH
648
Psagot Value Holdings
Israel
$1K – – –
CAL
649
Capital Advisors Ltd
Ohio
$1K +$765 +4 New
ZB
650
Zions Bancorporation
Utah
$995 +$765 +4 +400%
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