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Phinia Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
Rialto Wealth Management
New York
$1.07K +$536 +7 +117%
CAL
352
Capital Advisors Ltd
Ohio
$1K – – –
JWM
353
JPL Wealth Management
Colorado
$989 – – –
RF
354
Rossby Financial
Florida
$988 – – –
MCM
355
Manchester Capital Management
Vermont
$907 -$230 -3 -21%
AEPWM
356
Atlantic Edge Private Wealth Management
Florida
$907 +$842 +11 New
TFA
357
Transamerica Financial Advisors
Florida
$906 – – –
KFI
358
Key Financial Inc
Pennsylvania
$824 – – –
RWM
359
Raffa Wealth Management
District of Columbia
$824 +$766 +10 New
GWM
360
Gilpin Wealth Management
Colorado
$742 -$153 -2 -18%
BBHC
361
Brown Brothers Harriman & Co
New York
$659 – – –
PWMG
362
Private Wealth Management Group
New Jersey
$659 – – –
BWL
363
Bogart Wealth LLC
Virginia
$577 +$536 +7 New
CA
364
CoreCap Advisors
Michigan
$577 +$536 +7 New
TAP
365
Tounjian Advisory Partners
Florida
$531 +$459 +6 New
TM
366
Torren Management
California
$504 – – –
DF
367
DecisionPoint Financial
Arizona
$469 – – –
TWD
368
True Wealth Design
Ohio
$412 – – –
FC
369
Financial Consulate
Maryland
$412 +$383 +5 New
NS
370
NBC Securities
Alabama
$411 – – –
DF
371
Dunhill Financial
United Kingdom
$397 -$77 -1 -20%
B
372
Birchbrook
Maine
$355 – – –
AWM
373
Abound Wealth Management
Tennessee
$330 – – –
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$330 – – –
S
375
Sachetta
Massachusetts
$330 – – –