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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
626
Cornerstone Planning Group
New Jersey
$30.1K +$20.6K +101 +1,683%
RFP
627
Root Financial Partners
California
$29.8K +$30K +147 New
HWM
628
Hemington Wealth Management
Virginia
$29K +$3.06K +15 +12%
TPCW
629
TD Private Client Wealth
New York
$28.6K +$5.1K +25 +22%
SS
630
SBI Securities
Japan
$27.8K +$2.45K +12 +10%
RIL
631
Rothschild Investment LLC
Illinois
$24.2K -$1.02K -5 -4%
GKIM
632
GW&K Investment Management
Massachusetts
$23K – – –
IA
633
IFP Advisors
Florida
$22.1K -$4.08K -20 -16%
QC
634
Quent Capital
New York
$21.7K +$21.8K +107 New
CFB
635
Cullen/Frost Bankers
Texas
$20.9K +$21K +103 New
PTC
636
Private Trust Company
Ohio
$20.7K +$3.87K +19 +23%
CAM
637
Close Asset Management
United Kingdom
$20K – – –
NEWAS
638
N.E.W. Advisory Services
Wisconsin
$18.9K – – –
CA
639
Clearstead Advisors
Ohio
$18.7K – – –
BIA
640
Bell Investment Advisors
California
$17.5K +$408 +2 +2%
CFO
641
CVA Family Office
Colorado
$16K +$5.5K +27 +52%
WT
642
Whittier Trust
California
$15.2K +$15.3K +75 New
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$14.8K – – –
HI
644
Harbour Investments
Wisconsin
$14.2K +$7.54K +37 +112%
NFSG
645
Newbridge Financial Services Group
Florida
$13.5K +$13.7K +67 New
FFA
646
Frazier Financial Advisors
Ohio
$13.2K – – –
JWA
647
JFS Wealth Advisors
Pennsylvania
$13K – – –
SA
648
Scarborough Advisors
Maryland
$12.4K +$12.4K +61 New
CAL
649
Capital Analysts LLC
Pennsylvania
$12K – – –
MCM
650
MV Capital Management
Maryland
$10.4K – – –
24 25
26
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