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Phinia Inc
PHIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
301
Curat Global
New Hampshire
$3.05K – – –
GRP
302
Global Retirement Partners
California
$2.76K – – –
CFO
303
CVA Family Office
Colorado
$2.59K – – –
WSFS
304
Wilmington Savings Fund Society
Delaware
$2.3K -$648 -12 -23%
MWPCG
305
Measured Wealth Private Client Group
New Hampshire
$2.19K +$2.05K +38 New
TC
306
Truvestments Capital
Florida
$1.9K -$6.05K -112 -77%
HNW
307
High Note Wealth
Minnesota
$1.84K – – –
SHIM
308
Stone House Investment Management
Pennsylvania
$1.84K +$1.73K +32 New
BTI
309
Blue Trust Inc
Georgia
$1.78K – – –
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72K – – –
TFIPS
311
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.49K – – –
FS
312
Financially Speaking
Colorado
$1.38K – – –
PWA
313
Physician Wealth Advisors
Utah
$1.38K – – –
HNB
314
Huntington National Bank
Ohio
$1.32K – – –
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$1.15K – – –
BHWM
316
Beaird Harris Wealth Management
Texas
$1.09K +$270 +5 +36%
FNWA
317
Financial Network Wealth Advisors
Utah
$1.03K – – –
WIM
318
Westside Investment Management
California
$1.03K – – –
EP
319
Essential Partners
California
$1.03K +$972 +18 New
CAL
320
Capital Advisors Ltd
Ohio
$1K – – –
HWM
321
Hemington Wealth Management
Virginia
$1K – – –
PWMG
322
Prestige Wealth Management Group
New Jersey
$978 – – –
MIM
323
MTM Investment Management
South Carolina
$977 – – –
FFO
324
Fortitude Family Office
Arizona
$920 – – –
CT
325
Clearstead Trust
Maine
$863 – – –
11 12
13
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