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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
626
IFC & Insurance Marketing
California
$6K +$7.09K +40 New
PWS
627
Peterson Wealth Services
Utah
$5.9K -$685K -3,867 -99%
AAG
628
Armstrong Advisory Group
Massachusetts
$5.9K -$4.61K -26 -41%
CIAS
629
CBIZ Investment Advisory Services
Ohio
$5.9K +$6.56K +37 New
NFSG
630
Newbridge Financial Services Group
Florida
$5.58K -$58.6K -331 -90%
WPA
631
Wealth Preservation Advisors
Tennessee
$5.58K +$532 +3 +9%
CFB
632
Cullen/Frost Bankers
Texas
$5.26K +$532 +3 +10%
PWPS
633
Pinnacle Wealth Planning Services
Ohio
$5.1K +$5.67K +32 New
QL
634
Quarry LP
New York
$4.94K -$40.9K -231 -88%
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$4.94K – – –
WT
636
Whittier Trust
California
$4.54K – – –
BGAI
637
Bruce G. Allen Investments
Colorado
$4.14K – – –
OP
638
ORG Partners
Indiana
$3.98K +$3.72K +21 +525%
CPG
639
Cornerstone Planning Group
New Jersey
$3.91K +$2.66K +15 +115%
VWA
640
Valued Wealth Advisors
Utah
$3.35K – – –
PWMG
641
Private Wealth Management Group
New Jersey
$3.35K – – –
FC
642
Financial Consulate
Maryland
$3.19K – – –
WB
643
Webster Bank
Connecticut
$3.19K – – –
AFC
644
Ares Financial Consulting
California
$3.19K +$3.54K +20 New
WTC
645
WhitTier Trust Company
Nevada
$3.13K -$2.13K -12 -38%
CT
646
Clearstead Trust
Maine
$3.03K +$1.95K +11 +138%
UFPG
647
United Financial Planning Group
New York
$3.03K +$3.37K +19 New
DAM
648
Delta Asset Management
Tennessee
$2.9K – – –
SWM
649
SHP Wealth Management
Massachusetts
$2.76K +$3.01K +17 New
SN
650
Sittner & Nelson
Oregon
$2.75K – – –
24 25
26
27 28