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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
626
LRI Investments
Florida
$5.14K -$3.16K -20 -36%
WSFG
627
Wall Street Financial Group
Illinois
$5.13K +$5.69K +36 New
CAL
628
Capital Analysts LLC
Pennsylvania
$5K -$3.48K -22 -39%
JWM
629
JPL Wealth Management
Colorado
$4.99K +$5.53K +35 New
EI
630
EFG International
$4.99K -$168K -1,064 -97%
GSWM
631
Golden State Wealth Management
California
$4.84K – – –
AGWCA
632
Annis Gardner Whiting Capital Advisors
Florida
$4.7K +$316 +2 +6%
RWS
633
Retirement Wealth Solutions
Wisconsin
$4.56K +$5.06K +32 New
WA
634
Westfuller Advisors
New York
$4.13K -$7.43K -47 -62%
PWMA
635
Pension & Wealth Management Advisors
Massachusetts
$4.13K +$1.74K +11 +61%
SFG
636
Strive Financial Group
Indiana
$4K – – –
TCM
637
Triumph Capital Management
Colorado
$3.56K +$3.63K +23 +1,150%
PWMG
638
Private Wealth Management Group
New Jersey
$3.28K -$158 -1 -4%
AW
639
Avion Wealth
Texas
$3K +$474 +3 +14%
SIS
640
Sound Income Strategies
Florida
$2.99K – – –
HNW
641
High Note Wealth
Minnesota
$2.99K – – –
CPG
642
Cornerstone Planning Group
New Jersey
$2.89K +$1.58K +10 +91%
TWC
643
TD Waterhouse Canada
Ontario, Canada
$2.85K -$228K -1,441 -99%
SIC
644
SJS Investment Consulting
Ohio
$2.85K -$22.9K -145 -88%
SSG
645
Summit Securities Group
New York
$2.71K -$25.1K -159 -89%
DPW
646
DiNuzzo Private Wealth
Pennsylvania
$2.42K -$158 -1 -6%
RWM
647
Rialto Wealth Management
New York
$2.42K +$1.42K +9 +113%
PSB
648
Piscataqua Savings Bank
New Hampshire
$2.42K – – –
FHC
649
First Horizon Corporation
Tennessee
$2.42K +$474 +3 +21%
BHWM
650
Bay Harbor Wealth Management
Maryland
$2.42K +$790 +5 +42%
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