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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
601
Manning & Napier Advisors
New York
$4.33K +$5.13K +38 New
EI
602
EFG International
$3.98K – – –
GSWM
603
Golden State Wealth Management
California
$3.86K – – –
TWD
604
True Wealth Design
Ohio
$3.64K -$23.5K -174 -84%
PWMA
605
Pension & Wealth Management Advisors
Massachusetts
$3.29K – – –
IAIM
606
International Assets Investment Management
Florida
$3.23K -$2.7K -20 -43%
SSG
607
Summit Securities Group
New York
$3.07K +$1.08K +8 +42%
SFCL
608
Strengthening Families & Communities LLC
Massachusetts
$3.07K +$3.65K +27 New
WB
609
Webster Bank
Connecticut
$3.07K +$3.65K +27 New
AW
610
Avion Wealth
Texas
$3K +$540 +4 +16%
SFG
611
Strive Financial Group
Indiana
$2.95K – – –
RWM
612
Raffa Wealth Management
District of Columbia
$2.95K +$1.75K +13 +100%
TWC
613
TD Waterhouse Canada
Ontario, Canada
$2.4K – – –
HNW
614
High Note Wealth
Minnesota
$2.39K – – –
LI
615
LRI Investments
Florida
$2.27K -$2.16K -16 -44%
CCMI
616
Creative Capital Management Investments
California
$2.27K +$2.7K +20 New
SIC
617
SJS Investment Consulting
Ohio
$2.16K -$135 -1 -5%
CAL
618
Capital Advisors Ltd
Ohio
$2K -$13K -96 -83%
BWL
619
Bogart Wealth LLC
Virginia
$1.93K +$1.75K +13 +325%
MAM
620
Marquette Asset Management
Minnesota
$1.82K -$7.7K -57 -78%
FC
621
Financial Consulate
Maryland
$1.71K +$2.02K +15 New
BHWM
622
Bay Harbor Wealth Management
Maryland
$1.7K -$270 -2 -12%
PJC
623
Phillip James Consulting
Minnesota
$1.7K +$2.02K +15 New
AAG
624
Armstrong Advisory Group
Massachusetts
$1.59K -$3.51K -26 -65%
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$1.59K -$405 -3 -18%
23 24
25
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