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PLXS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Continuum Advisory
Idaho
$9.92K +$8.61K +33 New
APFP
402
Action Point Financial Planning
Michigan
$9.32K +$8.87K +34 New
IA
403
IFP Advisors
Florida
$8.12K -$2.35K -9 -25%
QL
404
Quarry LP
New York
$8.12K +$7.04K +27 New
FFO
405
Fortitude Family Office
Arizona
$7.22K – – –
WTC
406
WhitTier Trust Company
Nevada
$6.91K – – –
MNA
407
Manning & Napier Advisors
New York
$6.62K +$6K +23 New
TWD
408
True Wealth Design
Ohio
$5.71K – – –
RWS
409
Retirement Wealth Solutions
Wisconsin
$5.41K +$261 +1 +6%
MA
410
MCF Advisors
Kentucky
$4.51K +$3.91K +15 New
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$4.51K – – –
RF
412
Rossby Financial
Florida
$4.21K +$522 +2 +17%
BAM
413
Bellevue Asset Management
Washington
$4.21K +$3.65K +14 New
TCM
414
TD Capital Management
Tennessee
$3.91K – – –
MAM
415
Marquette Asset Management
Minnesota
$3.31K – – –
CAL
416
Capital Advisors Ltd
Ohio
$3K – – –
CCMI
417
Creative Capital Management Investments
California
$2.4K +$2.09K +8 New
RWM
418
Raffa Wealth Management
District of Columbia
$2.1K -$4.17K -16 -70%
SS
419
SBI Securities
Japan
$2.1K – – –
RWM
420
Rialto Wealth Management
New York
$2.1K +$782 +3 +75%
HIA
421
HFM Investment Advisors
New Jersey
$2.1K +$1.3K +5 +250%
HFS
422
Hughes Financial Services
Virginia
$2.1K +$1.56K +6 +600%
PMFA
423
Plante Moran Financial Advisors
Michigan
$2.1K +$1.83K +7 New
BIA
424
Bell Investment Advisors
California
$1.8K – – –
DPW
425
DiNuzzo Private Wealth
Pennsylvania
$1.8K – – –
15 16
17
18 19