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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
CoreCap Advisors
Michigan
$10.4K +$408 +2 +4%
FCG
652
Financial Connections Group
California
$10K – – –
AF
653
Advisornet Financial
Minnesota
$9.95K – – –
CFD
654
Creative Financial Designs
Indiana
$9.54K – – –
WANY
655
Wealthspire Advisors (New York)
New York
$9.34K +$9.38K +46 New
CIAM
656
Caitong International Asset Management
Hong Kong
$8.93K -$816 -4 -8%
GFWA
657
Grey Fox Wealth Advisors
Delaware
$8.73K +$8.77K +43 New
CFS
658
CGC Financial Services
Oregon
$8.12K – – –
S
659
Sachetta
Massachusetts
$8.12K +$2.24K +11 +38%
KFP
660
Kerr Financial Planning
California
$7.59K +$8.77K +43 New
WA
661
Westfuller Advisors
New York
$7.31K +$7.34K +36 New
HFS
662
Horizon Financial Services
North Carolina
$7.11K +$4.28K +21 +150%
WCM
663
Westend Capital Management
California
$6.7K – – –
AGWCA
664
Annis Gardner Whiting Capital Advisors
Florida
$6.5K +$816 +4 +14%
MAM
665
Marquette Asset Management
Minnesota
$6.5K +$6.53K +32 New
WTA
666
Washington Trust Advisors
Massachusetts
$6.34K -$816 -4 -11%
RA
667
Rise Advisors
New York
$6.09K +$408 +2 +7%
TWD
668
True Wealth Design
Ohio
$6.09K +$3.47K +17 +131%
CAL
669
Capital Advisors Ltd
Ohio
$6K – – –
GSWM
670
Golden State Wealth Management
California
$5.89K – – –
BFS
671
Bare Financial Services
Pennsylvania
$5.48K +$612 +3 +13%
HHMI
672
Howard Hughes Medical Institute
Maryland
$5.28K – – –
FPF
673
First Pacific Financial
Washington
$5.28K +$816 +4 +18%
FFO
674
Fortitude Family Office
Arizona
$4.87K +$408 +2 +9%
ADL
675
Asset Dedication LLC
California
$4.67K – – –
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