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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
601
LGT Financial Advisors
Texas
$16.2K – – –
BIA
602
Bell Investment Advisors
California
$15.6K – – –
AF
603
Atala Financial
California
$15.6K +$16.1K +85 New
AG
604
AmeriFlex Group
Nevada
$15.5K +$15.2K +80 New
GKIM
605
GW&K Investment Management
Massachusetts
$14K +$1.71K +9 +14%
PTC
606
Private Trust Company
Ohio
$14K -$190 -1 -1%
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$13.4K – – –
AAP
608
Arax Advisory Partners
Colorado
$12.7K – – –
IA
609
IFP Advisors
Florida
$12.1K -$2.84K -15 -25%
FFA
610
Frazier Financial Advisors
Ohio
$11.9K – – –
QC
611
Quent Capital
New York
$11.8K +$3.41K +18 +39%
RA
612
Rise Advisors
New York
$11.4K – – –
CAL
613
Capital Analysts LLC
Pennsylvania
$10K – – –
CFO
614
CVA Family Office
Colorado
$9.56K +$7.58K +40 +333%
JWA
615
JFS Wealth Advisors
Pennsylvania
$9.38K – – –
PWMG
616
Private Wealth Management Group
New Jersey
$9.38K +$190 +1 +2%
AF
617
Advisornet Financial
Minnesota
$9.01K +$569 +3 +7%
FCG
618
Financial Connections Group
California
$9K +$9.48K +50 New
CFD
619
Creative Financial Designs
Indiana
$8.64K – – –
MCM
620
MV Capital Management
Maryland
$8.64K – – –
WWP
621
WR Wealth Planners
Missouri
$8.46K – – –
CFS
622
CGC Financial Services
Oregon
$7.36K – – –
FMP
623
Financial Management Professionals
Texas
$6.62K -$4.17K -22 -38%
AWM
624
Abound Wealth Management
Tennessee
$5.33K – – –
GSWM
625
Golden State Wealth Management
California
$5.33K +$5.5K +29 New
23 24
25
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