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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
576
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.6K – – –
GWM
577
Geneos Wealth Management
Colorado
$40.6K – – –
LC
578
Lindbrook Capital
California
$40.1K +$4.74K +25 +13%
MSWM
579
Mowery & Schoenfeld Wealth Management
Illinois
$36.8K – – –
AF
580
Allworth Financial
California
$35.3K +$13.1K +69 +58%
RTC
581
Riverview Trust Company
Washington
$34.4K – – –
GRP
582
Global Retirement Partners
California
$31.1K +$758 +4 +2%
ACM
583
Aster Capital Management
United Arab Emirates
$30.3K +$31.3K +165 New
PFBT
584
Parkside Financial Bank & Trust
Missouri
$27.9K +$1.14K +6 +4%
RIL
585
Rothschild Investment LLC
Illinois
$26.3K -$1.14K -6 -4%
SWM
586
Spire Wealth Management
Virginia
$23.5K – – –
C
587
Covestor
United Kingdom
$23K -$13.3K -70 -36%
SS
588
SBI Securities
Japan
$22.8K +$23.5K +124 New
UB
589
UMB Bank
Missouri
$21.3K -$976K -5,147 -98%
TPCW
590
TD Private Client Wealth
New York
$20.8K -$1.9K -10 -8%
SO
591
Sierra Ocean
California
$20.6K +$21.2K +112 New
FHA
592
First Horizon Advisors
Tennessee
$20.2K -$3.03K -16 -13%
GM
593
GeoWealth Management
Illinois
$19.9K -$3.79K -20 -16%
VCM
594
Versant Capital Management
Arizona
$19.5K +$12.5K +66 +165%
VWM
595
Venturi Wealth Management
Texas
$18.4K +$9.67K +51 +104%
CWP
596
Concord Wealth Partners
Virginia
$18.4K – – –
CAM
597
Close Asset Management
United Kingdom
$18K – – –
HWM
598
Hemington Wealth Management
Virginia
$18K +$4.74K +25 +32%
ZB
599
Zions Bancorporation
Utah
$17.7K – – –
HCA
600
Heck Capital Advisors
Wisconsin
$17.7K +$18.2K +96 New
22 23
24
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