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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
601
Golden State Wealth Management
California
$3.86K – – –
TWD
602
True Wealth Design
Ohio
$3.64K -$23.5K -174 -84%
PWMA
603
Pension & Wealth Management Advisors
Massachusetts
$3.29K – – –
IAIM
604
International Assets Investment Management
Florida
$3.23K -$2.7K -20 -43%
SSG
605
Summit Securities Group
New York
$3.07K +$1.08K +8 +42%
SFCL
606
Strengthening Families & Communities LLC
Massachusetts
$3.07K +$3.65K +27 New
WB
607
Webster Bank
Connecticut
$3.07K +$3.65K +27 New
AW
608
Avion Wealth
Texas
$3K +$540 +4 +16%
SFG
609
Strive Financial Group
Indiana
$2.95K – – –
RWM
610
Raffa Wealth Management
District of Columbia
$2.95K +$1.75K +13 +100%
TWC
611
TD Waterhouse Canada
Ontario, Canada
$2.4K – – –
HNW
612
High Note Wealth
Minnesota
$2.39K – – –
LI
613
LRI Investments
Florida
$2.27K -$2.16K -16 -44%
CCMI
614
Creative Capital Management Investments
California
$2.27K +$2.7K +20 New
SIC
615
SJS Investment Consulting
Ohio
$2.16K -$135 -1 -5%
CAL
616
Capital Advisors Ltd
Ohio
$2K -$13K -96 -83%
BWL
617
Bogart Wealth LLC
Virginia
$1.93K +$1.75K +13 +325%
MAM
618
Marquette Asset Management
Minnesota
$1.82K -$7.7K -57 -78%
FC
619
Financial Consulate
Maryland
$1.71K +$2.02K +15 New
BHWM
620
Bay Harbor Wealth Management
Maryland
$1.7K -$270 -2 -12%
PJC
621
Phillip James Consulting
Minnesota
$1.7K +$2.02K +15 New
AAG
622
Armstrong Advisory Group
Massachusetts
$1.59K -$3.51K -26 -65%
DPW
623
DiNuzzo Private Wealth
Pennsylvania
$1.59K -$405 -3 -18%
SWM
624
Spire Wealth Management
Virginia
$1.48K +$135 +1 +8%
SC
625
SouthState Corp
Florida
$1.36K – – –
23 24
25
26 27