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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
626
Peterson Wealth Services
Utah
$5.9K -$685K -3,867 -99%
AAG
627
Armstrong Advisory Group
Massachusetts
$5.9K -$4.61K -26 -41%
CIAS
628
CBIZ Investment Advisory Services
Ohio
$5.9K +$6.56K +37 New
NFSG
629
Newbridge Financial Services Group
Florida
$5.58K -$58.6K -331 -90%
WPA
630
Wealth Preservation Advisors
Tennessee
$5.58K +$532 +3 +9%
CFB
631
Cullen/Frost Bankers
Texas
$5.26K +$532 +3 +10%
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$5.1K +$5.67K +32 New
QL
633
Quarry LP
New York
$4.94K -$40.9K -231 -88%
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$4.94K – – –
WT
635
Whittier Trust
California
$4.54K – – –
BGAI
636
Bruce G. Allen Investments
Colorado
$4.14K – – –
OP
637
ORG Partners
Indiana
$3.98K +$3.72K +21 +525%
CPG
638
Cornerstone Planning Group
New Jersey
$3.91K +$2.66K +15 +115%
VWA
639
Valued Wealth Advisors
Utah
$3.35K – – –
PWMG
640
Private Wealth Management Group
New Jersey
$3.35K – – –
FC
641
Financial Consulate
Maryland
$3.19K – – –
WB
642
Webster Bank
Connecticut
$3.19K – – –
AFC
643
Ares Financial Consulting
California
$3.19K +$3.54K +20 New
WTC
644
WhitTier Trust Company
Nevada
$3.13K -$2.13K -12 -38%
CT
645
Clearstead Trust
Maine
$3.03K +$1.95K +11 +138%
UFPG
646
United Financial Planning Group
New York
$3.03K +$3.37K +19 New
DAM
647
Delta Asset Management
Tennessee
$2.9K – – –
SWM
648
SHP Wealth Management
Massachusetts
$2.76K +$3.01K +17 New
SN
649
Sittner & Nelson
Oregon
$2.75K – – –
MSWM
650
Mowery & Schoenfeld Wealth Management
Illinois
$2.71K +$1.95K +11 +183%
24 25
26
27 28