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Phinia Inc
PHIN

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
326
Root Financial Partners
California
$747 +$702 +13 New
RTL
327
Red Tortoise LLC
Georgia
$690 – – –
JWM
328
JPL Wealth Management
Colorado
$690 +$648 +12 New
TFA
329
Transamerica Financial Advisors
Florida
$575 +$540 +10 New
KFI
330
Key Financial Inc
Pennsylvania
$574 – – –
MCM
331
Manchester Capital Management
Vermont
$460 – – –
PWMG
332
Private Wealth Management Group
New Jersey
$460 – – –
S
333
Sachetta
Massachusetts
$460 – – –
DF
334
DecisionPoint Financial
Arizona
$345 – – –
ASN
335
Advisory Services Network
Georgia
$345 +$324 +6 New
NS
336
NBC Securities
Alabama
$344 +$324 +6 New
TWD
337
True Wealth Design
Ohio
$288 +$270 +5 New
GEA
338
Glen Eagle Advisors
New Jersey
$287 – – –
DF
339
Dunhill Financial
United Kingdom
$261 +$54 +1 +25%
B
340
Birchbrook
Maine
$244 – – –
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$234 – – –
AWM
342
Abound Wealth Management
Tennessee
$230 – – –
BGAI
343
Bruce G. Allen Investments
Colorado
$230 – – –
SIC
344
SJS Investment Consulting
Ohio
$230 – – –
HHGA
345
Halbert Hargrove Global Advisors
California
$230 +$216 +4 New
PA
346
Pineridge Advisors
Missouri
$172 – – –
SS
347
SBI Securities
Japan
$172 – – –
ACM
348
Aster Capital Management
United Arab Emirates
$172 +$162 +3 New
GBT
349
Grove Bank & Trust
Florida
$115 – – –
SC
350
SouthState Corp
Florida
$58 -$54 -1 -50%
12 13
14
15 16