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Phinia Inc

Name Holding Trade Value Shares
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Change in
Stake
CA
301
Continuum Advisory
Idaho
$867 – – –
WIM
302
Westside Investment Management
California
$867 – – –
FFO
303
Fortitude Family Office
Arizona
$819 – – –
PWMG
304
Prestige Wealth Management Group
New Jersey
$819 – – –
RTL
305
Red Tortoise LLC
Georgia
$578 – – –
GBT
306
Grove Bank & Trust
Florida
$530 -$1.98K -40 -78%
KFI
307
Key Financial Inc
Pennsylvania
$482 – – –
PAM
308
Parvin Asset Management
South Dakota
$482 +$494 +10 New
AWM
309
Avior Wealth Management
Nebraska
$481 – – –
S
310
Sachetta
Massachusetts
$435 -$247 -5 -36%
BGAI
311
Bruce G. Allen Investments
Colorado
$434 -$593 -12 -57%
PG
312
Proffitt & Goodson
Tennessee
$434 – – –
SS
313
SBI Securities
Japan
$434 +$444 +9 New
MCM
314
Manchester Capital Management
Vermont
$386 – – –
PWMG
315
Private Wealth Management Group
New Jersey
$386 – – –
DF
316
Dunhill Financial
United Kingdom
$363 +$148 +3 +60%
CFGS
317
Concourse Financial Group Securities
Alabama
$356 – – –
AWM
318
Abound Wealth Management
Tennessee
$338 -$49 -1 -13%
SIC
319
SJS Investment Consulting
Ohio
$338 – – –
WWP
320
WR Wealth Planners
Missouri
$337 – – –
LI
321
LRI Investments
Florida
$289 – – –
GEA
322
Glen Eagle Advisors
New Jersey
$241 – – –
CFB
323
Cullen/Frost Bankers
Texas
$241 +$247 +5 New
CAS
324
Coppell Advisory Solutions
Texas
$237 – – –
B
325
Birchbrook
Maine
$201 – – –