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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
451
Harvest Fund Management
China
$48K +$51.6K +431 +444%
CJL
452
Cyrus J. Lawrence
New York
$47K – – –
LFG
453
Larson Financial Group
Missouri
$43.5K -$4.67K -39 -10%
C
454
Covestor
United Kingdom
$39K +$2.51K +21 +7%
SI
455
Stephens Inc
Arkansas
$38.3K +$4.31K +36 +13%
GRP
456
Global Retirement Partners
California
$38.3K +$11.5K +96 +43%
LSA
457
Leonteq Securities AG
Switzerland
$37.5K +$1.08K +9 +3%
TFA
458
Toth Financial Advisory
Virginia
$36K – – –
DCM
459
Dupont Capital Management
Delaware
$33.9K -$3.35K -28 -9%
BFPW
460
BOK Financial Private Wealth
Colorado
$32.3K – – –
CLOS
461
Compagnie Lombard Odier SCmA
Switzerland
$28K – – –
SPIA
462
Steward Partners Investment Advisory
New York
$27.6K -$6.58K -55 -19%
BAM
463
Belpointe Asset Management
Nevada
$27.2K +$27.2K +227 New
CFB
464
Cullen/Frost Bankers
Texas
$24K – – –
BCMLT
465
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K +$11.4K +95 +95%
AIM
466
Achmea Investment Management
Netherlands
$22K – – –
RTC
467
Riverview Trust Company
Washington
$22K – – –
AWM
468
Accurate Wealth Management
Florida
$21.8K +$20.5K +171 New
BBHC
469
Brown Brothers Harriman & Co
New York
$19.4K – – –
FWA
470
Freedom Wealth Alliance
Wisconsin
$18K +$17.9K +150 New
RBC
471
Romano Brothers & Co
Illinois
$15K +$15K +125 New
CWP
472
Concord Wealth Partners
Virginia
$13.9K +$13.9K +116 New
HIM
473
Hillsdale Investment Management
Ontario, Canada
$13.2K +$13.2K +110 New
SSG
474
Summit Securities Group
New York
$13K -$4.31K -36 -25%
IA
475
IFP Advisors
Florida
$13K -$3.23K -27 -19%
17 18
19
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