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Performance Food Group
PFGC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
426
Elevated Capital Advisors
Utah
$2.4K – – –
TM
427
Torren Management
California
$2.23K -$38.9K -425 -94%
CFM
428
Cornerstone Financial Management
Massachusetts
$2.23K +$549 +6 +30%
SEP
429
Signature Equity Partners
Ohio
$2.23K +$1.01K +11 +73%
BHWM
430
Bay Harbor Wealth Management
Maryland
$2.14K +$1.01K +11 +79%
CH
431
Cromwell Holdings
Wyoming
$2.06K – – –
PMFA
432
Plante Moran Financial Advisors
Michigan
$2.06K – – –
PWMG
433
Private Wealth Management Group
New Jersey
$2.06K – – –
DF
434
Dunhill Financial
United Kingdom
$2.03K +$1.74K +19 +475%
MHR
435
Matthew Hamilton Rosenberg
$1.63K – – –
EWP
436
Elevation Wealth Partners
California
$1.54K – – –
RIL
437
Rothschild Investment LLC
Illinois
$1.47K – – –
RWM
438
Raffa Wealth Management
District of Columbia
$1.46K +$274 +3 +21%
UFPG
439
United Financial Planning Group
New York
$1.37K – – –
AFG
440
Albion Financial Group
Utah
$1.28K – – –
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$1.28K – – –
RWS
442
Retirement Wealth Solutions
Wisconsin
$1.28K +$1.28K +14 +1,400%
MA
443
Montag & Associates
Georgia
$1.23K +$1.28K +14 New
PWA
444
Principia Wealth Advisory
Texas
$1.11K +$183 +2 +18%
MCM
445
Manchester Capital Management
Vermont
$1.03K -$366 -4 -25%
CAL
446
Capital Advisors Ltd
Ohio
$1K – – –
TWD
447
True Wealth Design
Ohio
$943 – – –
WA
448
WPG Advisers
Maryland
$942 -$1.19K -13 -54%
IWS
449
Intentional Wealth Strategies
Colorado
$942 +$1.01K +11 New
HIA
450
HFM Investment Advisors
New Jersey
$771 -$91 -1 -10%
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