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Phinia Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SHP Wealth Management
Massachusetts
$8.24K – – –
Walleye Capital
302
Walleye Capital
New York
$8.15K +$7.58K +99 New
CH
303
Cromwell Holdings
Wyoming
$8.07K – – –
CFM
304
Compass Financial Management
Florida
$7.99K +$7.66K +100 New
DWM
305
Dogwood Wealth Management
Kansas
$7.99K – – –
BIA
306
Bell Investment Advisors
California
$6.01K +$995 +13 +22%
SGFG
307
Silver Grove Financial Group
New York
$5.93K +$5.51K +72 New
TPCW
308
TD Private Client Wealth
New York
$5.85K – – –
SN
309
Sittner & Nelson
Oregon
$4.94K – – –
VWA
310
Valued Wealth Advisors
Utah
$4.94K +$4.59K +60 New
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$4.7K -$548K -7,156 -99%
MA
312
MCF Advisors
Kentucky
$4.61K – – –
SFCL
313
Strengthening Families & Communities LLC
Massachusetts
$4.4K – – –
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.39K -$2.22K -29 -35%
UFPG
315
United Financial Planning Group
New York
$4.28K – – –
IAS
316
IMA Advisory Services
Colorado
$4.2K +$1.23K +16 +46%
HI
317
Harbour Investments
Wisconsin
$4.18K +$77 +1 +2%
WA
318
Westfuller Advisors
New York
$4.12K +$3.83K +50 New
CT
319
Colonial Trust
South Carolina
$3.95K +$3.67K +48 New
NA
320
NewEdge Advisors
Louisiana
$3.95K -$1.84K -24 -33%
CFO
321
CVA Family Office
Colorado
$3.71K – – –
KFAS
322
Keating Financial Advisory Services
Kansas
$3.71K – – –
WSFS
323
Wilmington Savings Fund Society
Delaware
$3.29K – – –
B
324
Bayban
Minnesota
$3.21K – – –
HNW
325
High Note Wealth
Minnesota
$2.96K – – –