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Philips
PHG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
326
JNBA Financial Advisors
Minnesota
$1.79K – – –
SWM
327
SHP Wealth Management
Massachusetts
$1.77K -$424 -16 -20%
QC
328
Quent Capital
New York
$1.71K +$1.67K +63 New
EWM
329
Evolution Wealth Management
Florida
$1.63K – – –
SWM
330
Spire Wealth Management
Virginia
$1.58K – – –
GIA
331
GHP Investment Advisors
Colorado
$1.52K -$53 -2 -3%
CFD
332
Creative Financial Designs
Indiana
$1.44K -$715 -27 -34%
ZBNA
333
Zions Bancorporation, National Association
Utah
$1.44K -$26 -1 -2%
CPG
334
Cornerstone Planning Group
New Jersey
$1.37K -$371 -14 -21%
CFO
335
CVA Family Office
Colorado
$1.22K +$1.19K +45 New
AWM
336
Abound Wealth Management
Tennessee
$1.11K -$53 -2 -5%
MCM
337
Manchester Capital Management
Vermont
$1.01K – – –
ST
338
Smithfield Trust
Pennsylvania
$1K -$26 -1 -2%
PCM
339
Penserra Capital Management
California
$1K +$26 +1 +2%
PWA
340
Physician Wealth Advisors
Utah
$952 -$26 -1 -3%
HHGA
341
Halbert Hargrove Global Advisors
California
$894 +$874 +33 New
PMFA
342
Plante Moran Financial Advisors
Michigan
$870 -$13.4K -506 -94%
FNWA
343
Financial Network Wealth Advisors
Utah
$789 -$238 -9 -24%
CT
344
Caldwell Trust
Florida
$707 +$689 +26 New
BIM
345
Breakwater Investment Management
Washington
$680 +$662 +25 New
GBT
346
Grove Bank & Trust
Florida
$598 -$26 -1 -4%
IAS
347
IMA Advisory Services
Colorado
$571 +$212 +8 +62%
LI
348
LRI Investments
Florida
$517 +$503 +19 New
HIA
349
Highland Investment Advisors
Florida
$489 +$477 +18 New
GFA
350
Godfrey Financial Associates
New York
$462 -$26 -1 -6%
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