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Phinia Inc
PHIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
301
Cromwell Holdings
Wyoming
$8.07K – – –
CFM
302
Compass Financial Management
Florida
$7.99K +$7.66K +100 New
DWM
303
Dogwood Wealth Management
Kansas
$7.99K – – –
BIA
304
Bell Investment Advisors
California
$6.01K +$995 +13 +22%
SGFG
305
Silver Grove Financial Group
New York
$5.93K +$5.51K +72 New
TPCW
306
TD Private Client Wealth
New York
$5.85K – – –
SN
307
Sittner & Nelson
Oregon
$4.94K – – –
VWA
308
Valued Wealth Advisors
Utah
$4.94K +$4.59K +60 New
PMAM
309
Picton Mahoney Asset Management
Ontario, Canada
$4.7K -$548K -7,156 -99%
MA
310
MCF Advisors
Kentucky
$4.61K – – –
SFCL
311
Strengthening Families & Communities LLC
Massachusetts
$4.4K – – –
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.39K -$2.22K -29 -35%
UFPG
313
United Financial Planning Group
New York
$4.28K – – –
IAS
314
IMA Advisory Services
Colorado
$4.2K +$1.23K +16 +46%
HI
315
Harbour Investments
Wisconsin
$4.18K +$77 +1 +2%
WA
316
Westfuller Advisors
New York
$4.12K +$3.83K +50 New
CT
317
Colonial Trust
South Carolina
$3.95K +$3.67K +48 New
NA
318
NewEdge Advisors
Louisiana
$3.95K -$1.84K -24 -33%
CFO
319
CVA Family Office
Colorado
$3.71K – – –
KFAS
320
Keating Financial Advisory Services
Kansas
$3.71K – – –
WSFS
321
Wilmington Savings Fund Society
Delaware
$3.29K – – –
B
322
Bayban
Minnesota
$3.21K – – –
HNW
323
High Note Wealth
Minnesota
$2.96K – – –
MLA
324
MB, Levis & Associates
Pennsylvania
$2.88K +$2.68K +35 New
SIC
325
SJS Investment Consulting
Ohio
$2.82K – – –
11 12
13
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