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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
576
Guinness Asset Management
United Kingdom
$10.7K – – –
SWM
577
SHP Wealth Management
Massachusetts
$10.2K -$675 -5 -5%
JWA
578
JFS Wealth Advisors
Pennsylvania
$9.09K +$135 +1 +1%
VNA
579
Valley National Advisers
Pennsylvania
$9.09K +$10.8K +80 New
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$8.86K – – –
JWM
581
JPL Wealth Management
Colorado
$8.86K +$5.81K +43 +123%
PTC
582
Private Trust Company
Ohio
$7.38K +$405 +3 +5%
EFMH
583
E Fund Management (HK)
Hong Kong
$7.38K +$8.78K +65 New
S
584
Sachetta
Massachusetts
$6.93K +$3.24K +24 +65%
LAS
585
Lloyd Advisory Services
Georgia
$6.82K +$8.1K +60 New
QC
586
Quent Capital
New York
$6.7K -$26.9K -199 -77%
TFGT
587
TS Financial Group (TSFG)
Illinois
$6K – – –
TFA
588
Transamerica Financial Advisors
Florida
$5.91K +$1.49K +11 +27%
MCM
589
MV Capital Management
Maryland
$5.79K -$810 -6 -11%
CFD
590
Creative Financial Designs
Indiana
$5.79K +$540 +4 +9%
APFP
591
Action Point Financial Planning
Michigan
$5.68K +$7.29K +54 New
WTC
592
WhitTier Trust Company
Nevada
$5.5K -$540 -4 -8%
DF
593
Dunhill Financial
United Kingdom
$5.18K -$675 -5 -10%
FFO
594
Fortitude Family Office
Arizona
$5.11K +$135 +1 +2%
KFP
595
Kerr Financial Planning
California
$4.89K – – –
LF
596
LifeSteps Financial
California
$4.88K +$5.81K +43 New
MSWM
597
Mowery & Schoenfeld Wealth Management
Illinois
$4.77K – – –
KFG
598
Kingdom Financial Group
Arizona
$4.77K +$5.67K +42 New
NA
599
NewEdge Advisors
Louisiana
$4.54K -$620K -4,589 -99%
CFS
600
CGC Financial Services
Oregon
$4.54K – – –
22 23
24
25 26