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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
626
IFG Advisory
Georgia
$1.36K +$1.62K +12 New
MFS
627
Montgomery Financial Services
Maryland
$1.36K +$1.62K +12 New
Q1WB
628
Quest 10 Wealth Builders
Virginia
$1.36K +$1.62K +12 New
HIA
629
HFM Investment Advisors
New Jersey
$1.25K +$1.08K +8 +267%
CIA
630
Cape Investment Advisory
Georgia
$1.25K +$1.49K +11 New
ACA
631
American Capital Advisory
Idaho
$1.14K +$1.22K +9 +900%
SEP
632
Signature Equity Partners
Ohio
$1.14K -$945 -7 -41%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$1.14K +$675 +5 +100%
NL
634
NVWM LLC
Pennsylvania
$1.14K +$675 +5 +100%
CFM
635
Compass Financial Management
Florida
$1.14K +$1.35K +10 New
MWM
636
Mosley Wealth Management
California
$1.14K +$1.35K +10 New
SGFG
637
Silver Grove Financial Group
New York
$1.14K +$1.35K +10 New
SHIM
638
Stone House Investment Management
Pennsylvania
$1.14K +$1.35K +10 New
RWS
639
Retirement Wealth Solutions
Wisconsin
$1.02K -$3.1K -23 -72%
FMP
640
Financial Management Professionals
Texas
$1.02K -$675 -5 -36%
BW
641
Basepoint Wealth
Iowa
$1.02K – – –
CPG
642
Cornerstone Planning Group
New Jersey
$1.02K -$1.62K -12 -57%
RWM
643
Rialto Wealth Management
New York
$909 -$1.22K -9 -53%
AWM
644
Activest Wealth Management
Florida
$909 +$1.08K +8 New
PS
645
Planning Strategies
Pennsylvania
$909 +$1.08K +8 New
WTA
646
Washington Trust Advisors
Massachusetts
$909 +$1.08K +8 New
ECA
647
Elevated Capital Advisors
Utah
$795 – – –
MB
648
MidFirst Bank
Oklahoma
$795 +$945 +7 New
NA
649
Networth Advisors
Pennsylvania
$795 +$945 +7 New
TCM
650
Triumph Capital Management
Colorado
$682 -$2.56K -19 -76%
24 25
26
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