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PAYC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
676
Cherry Tree Wealth Management
Minnesota
$3.12K – – –
TWD
677
True Wealth Design
Ohio
$3.12K +$2.48K +11 +275%
MCM
678
MV Capital Management
Maryland
$2.91K – – –
S
679
Sachetta
Massachusetts
$2.91K – – –
KG
680
Kilter Group
New York
$2.71K -$3.38K -15 -54%
1NWS
681
1 North Wealth Services
Maryland
$2.71K – – –
MEG
682
Millstone Evans Group
Colorado
$2.5K – – –
MAM
683
Meeder Asset Management
Ohio
$2.5K +$676 +3 +33%
HWA
684
Heartwood Wealth Advisors
Virginia
$2.5K +$2.7K +12 New
JWM
685
JPL Wealth Management
Colorado
$2.5K +$2.7K +12 New
AWM
686
Abound Wealth Management
Tennessee
$2.29K – – –
HHGA
687
Halbert Hargrove Global Advisors
California
$2.29K +$2.48K +11 New
FMP
688
Financial Management Professionals
Texas
$2.08K -$2.7K -12 -55%
FFO
689
Fortitude Family Office
Arizona
$2.08K – – –
HCM
690
Hollencrest Capital Management
California
$2.08K – – –
HHMI
691
Howard Hughes Medical Institute
Maryland
$2.08K – – –
CPG
692
Cornerstone Planning Group
New Jersey
$1.83K -$3.83K -17 -57%
TCM
693
TD Capital Management
Tennessee
$1.68K – – –
CT
694
Clearstead Trust
Maine
$1.67K -$676 -3 -27%
BIA
695
Bell Investment Advisors
California
$1.67K -$451 -2 -20%
RWM
696
Raffa Wealth Management
District of Columbia
$1.67K – – –
WWA
697
Wealth Watch Advisors
Colorado
$1.67K +$1.8K +8 New
AWM
698
Activest Wealth Management
Florida
$1.46K – – –
RTL
699
Red Tortoise LLC
Georgia
$1.46K – – –
TIM
700
Tortoise Investment Management
New York
$1.46K +$451 +2 +40%
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